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49,447 results for Wealth Management
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SAISH POTE
Providing services: Wealth Management, Retirement Planning, Financial Planning, Financial Analysis, Financial Advisory
Dubai, United Arab Emirates
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Hunter Crowley, CFP®
Providing services: Financial Planning, Insurance, Retirement Planning, Wealth Management, Financial Advisory
Sikeston, MO
Summary: As employer trading policies tighten, balancing compliance with personal investment goals can feel overwhelming. The SEC's increased scrutiny on shadow trading - using mutual funds and ETFs to conceal insider trading - adds a new layer of complexity. With pre-clearance policies, prohibitions, and the constant risk of non-compliance, it's easy to feel like investing no longer serves its true purpose: providing peace of mind for the future. I simplify the complexities of compliance so we can focus on your investment goals. Drawing on years of financial planning experience and a Wharton education in finance and securities regulation, I understand the nuances of your employer's trading policies. Together, we'll build a personalized investment strategy and a comprehensive financial plan that's fully tailored to your employer's unique requirements, ensuring you remain compliant while pursuing your financial objectives.
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ABHIJIT BAKSHI
Providing services: Financial Planning, Insurance, Wealth Management, Retirement Planning, Financial Analysis
Houston, TX
Summary: I am driven by a passion to empower families and individuals through financial education and leadership development. At World Financial Group, I build and mentor licensed agents and teams focused on transforming the financial lives of middle-income families across North America. My approach combines strategic guidance, hands-on mentorship, and a deep commitment to integrity and community impact. By fostering entrepreneurial spirit and financial literacy, I help those around me create lasting success—not just financially, but personally and professionally. Whether you seek guidance on your financial journey, desire to join a mission-driven business, or want to collaborate on initiatives that uplift communities, I invite you to connect.
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Kimberly McCallum, SHRM-SCP
Providing services: Financial Advisory, Insurance, Financial Planning, Financial Analysis, Retirement Planning, Wealth Management
Venice, FL
Summary: 37 years of Human Resource, Marketing and Credit Union Operations Experience. 28 years working for Credit Unions, 9 years as HR Consultant to Credit Unions. Specialties: Human Resource Management, Organizational Development, Marketing, Business Development, E-Commerce, Project Management, Operations of Credit Unions.
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Himanshu Naik CA, CAMS, Associate (ISCA)
Providing services: Wealth Management, Project Management, Program Management, Financial Planning, Customer Service, Customer Support, Data Entry
Singapore
Summary: More than 20 years work experience in banking and financial services out of which 14 years in private banking across Start up & Wind down, Operations & Technology, Business & Project Management, KYC/CDD/AML across Client Life Cycle Management including regulations & strategy implementation and policy compliance.
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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
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Jason Barnard
Providing services: Real Estate, Business Consulting, Environmental Consulting, Financial Consulting, Non-profit Consulting, Project Management, Wealth Management, Management Consulting
Orlando, FL
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Summary: Passionate and results-driven banking professional with a diverse background and a solid track record of two years in the financial industry. I thrive in dynamic environments, leveraging my skills to contribute effectively to the success of financial institutions. In my two-year journey in banking, I've honed my expertise in areas such as LEA notice compliance, Payment process to the Govt. authorities, Training of the process to new joiners. I've had the privilege of working on a range of projects that have deepened my understanding of the intricacies of the compliance sector. Let's Connect: I am always open to connecting with like-minded professionals, banking experts, and individuals passionate about making a meaningful impact in the banking & complaince sector. Let's collaborate, share insights, and explore opportunities together. #BankingProfessional #Finance #Compalince #RiskManagement #CareerInBanking #Networking
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Andrew McQuiston
Providing services: Wealth Management, Financial Reporting, Financial Analysis, Personal Tax Planning, Financial Advisory, Tax Advisory, Financial Consulting
Calgary, AB
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Summary: Experienced wealth management professional (CFA, FCSI) of more than 20 years offering truly independent, multi-disciplinary advice to families of wealth. Committed to building long-term relationships and delivery of excellent client service – helping to navigate the complexities of wealth; acting as the central hub and coordinator of a family’s financial and non-financial affairs; understanding that no two families’ needs or aspirations are the same.