Alexander Roesner
Black Diamond Financial
Towson, Maryland
Contact
How to contact
phone or email
Professional Profile
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
Professions
Investor
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Business development
Charitable giving
Culture
Due diligence
Estate planning
Family business
Fiduciary
Finance
Financial Modelling
Investments
Philanthropy
Private equity
Private placements
Real estate
Retirement
Risk management
Sales
Strategic planning
Tax
Transaction advisory
Exit/Transition Planning
Business Focus
Exit Planning
Professional Certification
CFP, CEPA, CAIA Level 2 Candidate
Transition Planning Certification or Methodology
CEPA
Client Industries
Business Services
Computer/Electronics
Consumer Services
Financial Services
Government
Real Estate/Construction
Software/Internet
Transportation/Storage
Travel/Recreation/Leisure
Chapter information
Membership
Maryland Individual
Member since
Member for 3 years
Chapter Leadership Role
Membership Chair
Why I'm a Member of 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.
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