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Abrar Sait - Experienced Professional

Abrar Sait assessed under-performing credit relationships u2013 the total notional size of $150M and negotiated workout of collateral and executed capital allocation plans to re-invest funds in higher-yielding assets. To know more about him visit his official site http://abrarsait.com

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Abrar Sait - Experienced Professional

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  1. AbrarSait Former Financial Consultant at JMG Financial Group, Ltd.

  2. Over his career, AbrarSait has worked on teams, bringing the CFO mindset, and built a strong track record in a multi-disciplinary capacity at the First Midwest Bank, a bank fiduciary model, and more recently at an RIA, JMG Financial (a fee-only firm), providing “Holistic Wealth Advisory” services – specifically targeted to address the many planning issues facing HNW clients.

  3. AbrarSait worked at Midwest Bank as an Investor Relations manager. As an investment specialist, he was responsible for integrating lending, wealth management, and hedging solutions for primarily private banking/HNW and middle market (i.e. closely held businesses) clients; team booked $4M of transaction and fee income in 2015 exceeding budget by 15%.

  4. Additionally, AbrarSait presented plans that bundled loans, liaise across multi-disciplines, including the trust division, to service clients at a high professional level (satisfaction survey score 98%).

  5. AbrarSait was undoubtedly so professional and veteran in his field that he easily articulated market developments and plan adjustments to enhance cash flow and tax efficiency.

  6. Besides this, AbrarSait lead client review of portfolios and re-balancing mandate; presented customized tax-exempt models.

  7. This is why AbrarSait have received an award of excellence for increasing investment/derivative income and growing AUM by over 10%.

  8. Thank you Find out more about him at his official site http://abrarsait.com

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