Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Alexander Roesner

Black Diamond Financial

 

Member profile details

Membership level
Maryland Individual
First name
Alexander
Second name/initial
R
Last name
Roesner
Title
Private Wealth Advisor
Company
Black Diamond Financial
 

XPX ROLE

Leadership Role
Membership Chair
 

CONTACT INFORMATION

City
Towson
State
Maryland
 

PROFILE INFORMATION

Call me when
You have a business owner that is trying to prepare to exit their company / Individual or family in need of complex financial planning / individual with a desire to learn more about private investments
Why I/we support XPX
The reason that I value involvement in XPX is to surround my clients with best in class professionals. I want to surround my clients with individuals that have deep expertise in their specific sector where they specialize for my clients.
Profession
  • Investor
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Business development
  • Charitable giving
  • Culture
  • Due diligence
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Investments
  • Philanthropy
  • Private equity
  • Private placements
  • Real estate
  • Retirement
  • Risk management
  • Sales
  • Strategic planning
  • Tax
  • Transaction advisory
Client Industry(ies)
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Real Estate/Construction
  • Software/Internet
  • Transportation/Storage
  • Travel/Recreation/Leisure
Professional Certification(s)
CFP, CEPA, CAIA Level 2 Candidate
Transition Planning Certification or Methodology
CEPA
In Business Since
Black Diamond Financial
How to contact
phone or email
Business Focus
Exit Planning
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy