Sign in to view more insights
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
89,778 results for Retirement Planning
-
Dr.Abdulaziz AlHamad
Providing services: Financial Advisory, Financial Analysis, Financial Reporting, Financial Planning, Wealth Management, Retirement Planning, Insurance, Tax Law, Legal Consulting
Dubai, United Arab Emirates
Summary: Seasoned banking professional and financial expert with strong experience in banking across Middle East region for more than 20 years ,where structure & combined a strong commercial focus with result -oriented approach . Having worked in leadership roles based in Dubai and Mena Region ,career include dynamics and diverse opportunity .I have been responsible for directly overseeing finance operation across multiple global geographic including Europe ,the American and Asia pacific. Recent role in banking , worked on large scale financial transformation for their international &Institution banking divisions spearheading the transformation agenda by introducing a commercial lens ,discipline and governance ,as well as driving strategy to simplify and streamline the finance function . Hold (Ph.D) Doctorate degree in Business Management from Swiss (UMF) University & (MBA) Master Business Administration in Corporate Banking &Finance From Boston University -USA. Kings Financial Capital established by Private Investment Fund .The Company golas to Lead the developamnt of a thriving Private Equity and Venture Capital ecosystem in order to ensure the long term success of Funding globally .In this way Kings Financial Capital will increase sectors contribution to GDP while diversifying the economic base and creating substantially new opportunities. kings Financial Capital ,we have taken the time to build strategic, professional, and high-quality collaborations with emirates business leaders.?[banks, investment companies, major service providers and distributors], as well as a close relationship with senior officials from various governmental institutions in Abu Dhabi and Dubai.
-
Danny Adisurya, M.M., CFP?
Providing services: Financial Advisory, Financial Planning, Tax Advisory, Retirement Planning, Financial Consulting, Financial Analysis, Financial Accounting
Jakarta Metropolitan Area
Summary: Passionate and experienced professional in the financial and consulting industry. Have passed CFA Level II and completed Tax and CFP Certification, and currently in the process of finishing CFA Level III certification. Master graduate from Prasetiya Mulya University, skilled in Finance, Accounting, and Tax, with proven ability to manage financial modeling and valuation, accounting services, and tax planning. Have strong capabilities in leading myself and others, mentoring, and doing both independently and in teamwork. Have strong detail, analytics, and problem-solving skills.
-
ABHIJIT BAKSHI
Providing services: Financial Planning, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Greater Toronto Area, Canada
-
Alisha Riaz
Providing services: Financial Accounting, Retirement Planning, Insurance, Accounting, Bookkeeping, Email Marketing, Project Management, Copywriting, Editing, Advertising
Bahawalpur District
Summary: Operations and Management including logistics and supply chain
-
Charlotte Cotton
Providing services: Event Marketing, Advertising, Administrative Assistance, Bookkeeping, Financial Advisory, Health Insurance, Retirement Planning
Hong Kong SAR
Summary: My journey began with a passion for spirits and sales that has taken me to different parts of the world, including memorable experiences in New Orleans and trips to Scotland. I am excited to deepen my understanding of this captivating industry and see where it takes me next as I have transitioned from being a self-proclaimed 'gin and tonic girl' who once viewed whisky as a man's drink to exploring distilleries around the UK. Over the years, my appreciation for spirits has grown tremendously, fueled by various sales opportunities. These encounters, along with my travels to Scotland, have ignited my interest in the world of spirit sales. I started my career as an Experienced Certified Pharmacy Technician and Patient Care Advocate in medical insurance. These professional experiences, combined with my love for spirits and sales, have shaped my path and led me to explore new opportunities in different parts of the world.
-
-
Senesi Ernst,MBA, LIA
Providing services: Insurance, Commercial Lending, Tax Advisory, Retirement Planning, Business Consulting
Fort Worth, TX
Summary: With a strategic focus on retirement planning and a licensed background in life and health insurance, my leadership at Ernst financial Services,Inc has been marked by the development of comprehensive protection plans and the design of secure retirement funds. Our commitment to quality, responsiveness, and professionalism ensures that clients receive exceptional service and tailored financial strategies. At Ernst financial Services Inc, our team excels in navigating complex financial landscapes, from bookkeeping and payroll administration to critical budgeting and solvency planning. Guiding the company with long-term financial foresight, we have established robust frameworks for our clients' success, underpinned by my expertise in insurance and finance.
-
Louis Lau
Providing services: Wealth Management, Financial Advisory, Retirement Planning, Financial Planning, Financial Analysis
Hong Kong
Summary: CFP, CPWP 2008-2011 Committee member of YWCA
-
Karthiga Natarajan
Providing services: Financial Planning, Loans, Financial Advisory, Retirement Planning, Personal Tax Planning, Health Insurance, Life Insurance, Real Estate
Madurai South
Summary: Karthiga Natarajan Business Development Associate | The Archery Solutions As a passionate and results-oriented Business Development Associate at [The Archery Solutions], I specialize in identifying and cultivating new business opportunities to drive sustainable growth. My role is pivotal in expanding our market presence and fostering strategic partnerships that align with our company's objectives. My goal is to leverage my skills and experience to drive the success of [The Archery Solutions] and contribute to our vision of becoming a leader in our industry. Let’s connect to explore how we can collaborate and create new opportunities together! Contact: Reach out to discuss collaborations, opportunities, or simply connect: Email: [email protected]
-
Kenneth Rees
Providing services: Business Consulting, Management Consulting, Financial Consulting, Financial Planning, Insurance, Retirement Planning
United States
Summary: Ambitious Businessman who creates strategic alliances with organizational leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals, with a heavy focus on sales, management, and employee training. In the past we also focused on the marketing of financial service/insurance products to clients. In addition, we offer business administration services for companies looking to reduce their overhead in support services.
-
Rubiya Parveen
Providing services: Financial Advisory, Financial Analysis, Financial Planning, Retirement Planning, Insurance
Delhi, India
Summary: *12 Years of Experience in NBFC and Banking and Private Wealth* Throughout my 12-year career in the NBFC and banking industry, I have developed a deep understanding of financial markets, regulatory frameworks, and customer needs. My experience spans various roles, including [wealth manager , investment specialist and branch head etc]. *Key Skills:* - In-depth knowledge of financial products and services - Strong analytical and problem-solving skills - Excellent communication and customer relationship management - Proficiency in regulatory compliance and risk management *Achievements:* - Successfully managed a portfolio of [150] clients, resulting in [200% ] growth in revenue - Developed and implemented process improvements, increasing efficiency by [100%] - Built strong relationships with key stakeholders, including regulators, customers, and partners *Industry Insights:* - The NBFC and banking industry has undergone significant changes in the past decade, with evolving regulatory requirements and technological advancements - I have stayed ahead of the curve by continuously updating my knowledge and skills to adapt to these changes