airis abolins
partner, investment advisor
About
20-year financial services professional with engineering and military background.
united states
raleigh
financial services
wealth management, financial planning, retirement planning, portfolio management, asset management, asset allocation, investments, life insurance, financial services, financial analysis, business analysis, p and l oversight, risk management, financial advisory, consulting, banking, mortgage lending, finance, military experience, mechanical engineering, nuclear engineering, nuclear power plants, iras, roth ira, sep ira, 401k, rollovers, deferred compensation, esop, employee benefits, stocks, annuities, hedge funds, sales, leadership
Experience
partner, investment advisor
first oak wealth managment
Registered Investment Advisor (RIA) wealth management firm that specializes in providing multi-family-office services to families, high-net-worth individuals and business owners. Manage investment search & selection for $100MM+ book held with Schwab & TD Ameritrade. Prepare and conduct client reviews. Run financial plans. Analyze & monitor portfolios. Coordinate with client’s attorneys, accountants and third party administrators (TPAs).
investment advisor
dwm advisors, llc
commander, retired
us navy
* Naval Research Laboratory (NRL) Liaison Officer * Navy Reserve Center Raleigh (8 years) * Military Sealift Command (MSC) Port Services Officer * Navy Reserve Center Raleigh (6 years) * Communications Officer * Naval Antarctic Support Unit, Christchurch, New Zealand (2 years) * Surface Warfare Officer * USS Biddle (CG-34) (2 years) * Nuclear Power Propulsion Engineering Officer * USS Theodore Roosevelt (CVN-71) (2 years)
financial advisor
verity asset management
Assisted individuals and small businesses with general financial planning issues and selection and implementation of employee benefit programs.
consultant
radian
Project work included environmental cost accounting, pollution prevention, life cycle analysis, regulatory development and technology transfer.
Education
princeton university
aerospace engineering
unc kenan - flagler business school
nuclear engineering
airis abolins's Contact Information
Phone
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