Managing Director@ Citi
New York, New York, United States
Ari Mentzel
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Columbia Business School
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FlashIntel GPTAri Mentzel is a highly experienced professional with 28.8 years of work experience. Based in the United States, Ari specializes in CPA, consumer lending, management, real estate lending, and private equity. As the Managing Partner on the Business Development department, Ari provides comprehensive advisory services in financial planning, investment management, insurance solutions, retirement savings, college savings, tax & estate strategies, 401(k) and cash balance savings plans. With a wide-angle approach, Ari offers a comprehensive suite of advisory services in the areas of financial planning, investment management, insurance solutions, retirement savings, college savings, tax & estate strategies, 401(k) and cash balance savings plans.
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About
Plan. Invest. Protect. These three concepts serve as the epicenter of how Carbon Wealth Advisors help clients identify and pursue their financial goals. We take a wide-angle approach by offering a comprehensive suite of advisory services in the area of Financial Planning, Investment Management, Insurance Solutions, Retirement Savings, College Savings, Tax & Estate Strategies, 401(k) and Cash Balance Savings Plans. Series 66 Investment Advisory Services are offered through Mariner Platform Solutions, LLC, a Registered Investment Adviser.
...See MoreWork Experience
Managing Director
Financial Services
Ari Mentzel's Professional Milestones
- Chief Financial Officer (2004-09-01~2009-10-01): Implementing strategic financial planning to drive profitability and optimize business performance.
- Director (2002-04-01~2004-09-01): Implementing strategic initiatives to drive organizational growth and enhance operational efficiency.
Education
Skill
Cpa
Consumer Lending
Management
Real Estate Lending
Private Equity
Financial Services
Operations Management
Regulatory Compliance
Capital Markets
Banking
Talent Management
Financial Analysis
Interpersonal Skills
Influential Communicator
Presentation Skills
Financial Modeling
Certification
Colleagues
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Frequently asked questions
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Ari Mentzel's social media include: Linkedin,
Ari Mentzel works for Citi
Ari Mentzel's role in Citi is Managing Director
Ari Mentzel works in the industry of Financial Services
Ari Mentzel's colleagues are Britney A,Leonard Thomson,Abrar Bagdadi
Ari Mentzel's latest job experience is Managing Director at Citi
Ari Mentzel's latest education in Columbia Business School
