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49,045 results for Wealth Management
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Alexis Deloot
Providing services: Business Consulting, Financial Consulting, Tax Advisory, Wealth Management, Real Estate, Commercial Real Estate, Real Estate Appraisal, Property Management
Neuilly-sur-Seine
Summary: -
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Marco Lima, CFP®
Providing services: Financial Planning, Retirement Planning, Wealth Management, Insurance
Parsippany, NJ
Summary: Mr. Lima helps lead his team at MRA Advisory Group to deliver on the firm's mission to help clients solve current financial challenges and plan for their future with confidence. Areas of focus: financial planning, wealth management, business services, insurance solutions and real estate. Visit: mraadvisory.com
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Nigel Swallow
Providing services: Wealth Management, Financial Advisory, Business Consulting, Management Consulting, Pricing Strategy, Project Management
London
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Dhinesh Mahalingam
Providing services: Financial Analysis, Financial Planning, Wealth Management, Financial Advisory, Data Entry, Research Skills, Retirement Planning, Budgeting, Financial Consulting, Management Consulting
Dallas, TX
Summary: Boston University’s Questrom School of Business has provided a strong foundation in business administration and management as part of the MBA program, complementing a CFA Level 3 certification. Extensive coursework and practical learning have reinforced expertise in financial analysis, equity research, and quantitative modeling. At 44 North Capital Management, contributed to investment decisions by conducting detailed equity research across multiple sectors, creating quantitative tax-loss harvesting models, and performing in-depth financial modeling. Career goals include leveraging analytical acumen to drive impactful investment strategies and delivering value through innovative financial solutions.
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Alan J. Miller, CFA
Providing services: Financial Advisory, Financial Analysis, Wealth Management, Retirement Planning, Financial Planning
Miami-Fort Lauderdale Area
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Shelley Woods
Providing services: Financial Advisory, Wealth Management, Retirement Planning, Financial Planning
Cedar Rapids, IA
Summary: As the Director of Marketing and Public Relations at Basepoint Wealth, I lead and implement marketing campaigns that provide educational and timely finance information to our clients and prospects. I also direct advertising efforts via various media channels to increase brand awareness and showcase our fiduciary services, which put our clients' interests at the core of what we do. With over 20 years of experience in marketing, sales, community relations, fundraising, and event planning, I have a passion for achieving strategic goals and maximizing opportunities for financial growth and development. I have a proven track record of leading and growing non-profit organizations, such as the Linn-Mar School Foundation and the Professional Women's Network, where I supported public education and professional networking initiatives. I am adept in building strong relationships with business partners and individuals, and in delivering results-oriented and innovative solutions.
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Storm Kennedy
Providing services: Life Coaching, Team Building, Training, Wealth Management, Brand Marketing, Content Marketing, Digital Marketing, Product Marketing, Social Media Marketing, Content Strategy
Eugene, OR
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Salvador Moreno Segura
Providing services: Financial Consulting, Wealth Management, Financial Advisory, Retirement Planning, Executive Coaching
Mexico City Metropolitan Area
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Kamsi Okafor
Providing services: Financial Advisory, Wealth Management, Strategic Planning
Lagos State, Nigeria
Summary: Kamsi Okafor is an experienced entrepreneur and business leader who believes in innovation and excellence. He is currently the Chairman and CEO of Transalliance Group, a conglomerate with operations in several industries including financial services, travel & hospitality, and minerals mining & production. His early career began as a budget officer in the Nigerian army, where he served in the finance and budget department at the Army Headquarters, Ibadan. He went on to become a sales executive for Jook Engine Parts Limited, facilitating tremendous growth in market share and profit margins. Further down his career path, he worked for a few years as a relationship manger in Keystone Bank, handling several client portfolios and accounts. He proved himself to be a valuable member of the bank over the course of his time with them. In 2017, he founded and commenced full-time operations at Fazo Group (now Transalliance Group), a global organization of member firms with business primarily in sub-Saharan Africa and partnerships in more than 20 countries. Kamsi is a business leader committed to contributing sustainable value to the Nigerian, African and Global economies through viable business enterprises.
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Isaac Loh
Providing services: Commercial Lending, Strategic Planning, Mortgage Lending, Financial Advisory, Loans, Wealth Management
Singapore
Summary: We focus in providing short term liquidity to SMEs in Singapore.