Armando Roman

Armando Roman Work

CEO and Founder

@ AXIOM Founders Family Office, Inc.

S

Founder

@ Scottsdale Founders Forum

F

Creator, Host

@ Founder's Guide Post

Armando Roman Education

Certificate of Director Education in Corporate Governance

NACD (National Association of Corporate Directors)
MBA in International Economics

Drexel University's LeBow College of Business
BSBA in Accounting and Finance

University of Arizona

Armando Roman Skills

Personal Financial PlanningWealth ManagementPortfolio ManagementSmall BusinessWealth AccumulationPersonal FinanceSuccession PlanningFinancial PlannersWealth Management ServicesRetirement PlanningAsset AllocationWealthRetirementFamily OfficeHigh Net Worth IndividualsFinancial AnalysisRetirement Plan ConsultingFinancial PlanningCPAInvestment StrategiesFixed AnnuitiesFinancial AdvisorySecuritiesMutual FundsAlternative InvestmentsCash FlowCash ManagementTrustsTaxTax AccountingFinanceInvestment ManagementStrategic PlanningSeries 7Managerial FinanceVariable AnnuitiesFinancial StatementsIRAsLLC401kAsset ManagementExecutive ManagementInsuranceTax ResearchQualified Retirement PlansProject PlanningMicrosoft OfficeStrategyCustomer ServiceIntegration

Armando Roman Contact Information

Work email●●●●●●●●@company.com

Personal email●●●●●●●●@gmail.com

Phone+● ●●● ●●● ●●●●

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Armando Roman currently works at AXIOM Founders Family Office, Inc. as Armando Roman - CEO and Founder at AXIOM Founders Family Office, Inc..

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