Barry Weinbaum of New York Life is a member of XPX DC Metro

Barry Weinbaum

Financial Services Professional

Bethesda, Maryland

Professional Profile

Call Me When

Call Me When... Members need assistance in planning, insurance retirement and financial services

Contact Method

cell phone or email

Profession

  • Wealth Planner
  • Professional Certifications

    MS

    Functional Expertise

  • Board of Directors (for profit)
  • Business development
  • Business growth
  • Business management
  • Buy side/Acquisitions
  • Capital markets
  • Cash management
  • Change Management
  • Communications
  • Corporate/Business law
  • Corporate finance
  • Culture
  • Due diligence
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • ESOPs
  • Estate planning
  • Family business
  • Fiduciary
  • Finance
  • Financial Modelling
  • Governance
  • Intellectual property
  • Investments
  • Leadership Development
  • Management succession
  • Marketing
  • Mergers
  • Operations
  • Organizational development
  • Private equity
  • Private placements
  • Retirement
  • Risk management
  • Social media
  • Strategic planning
  • Tax
  • Trusts
  • Turnarounds
  • Venture capital
  • Exit/Transition Planning
  • Business Focus

    Transition Planning Certification

    Client Industries

  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Financial Services
  • Government
  • Manufacturing
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Client Results

    Membership

    DC Metro

    Member Since

    Sponsorship Type

    Chapter Leadership Role

    Why I'm a Member of XPX

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