'Financial professional' presentation slideshows

Retirement and Pensions

Retirement and Pensions. Agenda. Start time: _____ Break time: _____ (10 minutes) End time: _____ Please set phones to silent ring and answer outside of the room. Retirement and Pensions. This module covers: How the federal and Quebec pension systems work

641 views • 44 slides

Disclosures

Disclosures.

383 views • 29 slides

Dennis Shepherd, Ind. Agent

Shepherd Retirement Services, LLC. Dennis Shepherd, Ind. Agent . This software program is designed to help people identify potential problems surrounding retirement.

271 views • 21 slides

Bilal Basrai - Personality Traits All Business Strategists Must Have

Visit here - https://www.facebook.com/bilalbasrai1/

114 views • 6 slides

Bilal Basrai - What Role Does Equity Research Play

Follow us: https://www.crunchbase.com/person/bilal-basrai https://www.linkedin.com/in/bilal-basrai-9706242 https://medium.com/@bilalbasrai https://www.facebook.com/bilalbasrai1/

127 views • 6 slides

Jerry Jacobs Miami FL_Executive Vice President

Jerry Jacobs is a knowledgeable and resourceful financial professional in Miami FL and serves as an Executive Vice President for a global financial services company. He has led an outstanding professional career in the financial services industry and looks forward to continuing his contributions to both his community and his family. He is a father of two and his children mean the world to him.

196 views • 5 slides

Jerry A. Jacobs Miami, Florida - Successful Investor

Jerry A. Jacobs of Miami, Florida finds creative, innovative ways to make his investors and clients money.

173 views • 5 slides

Jerry A. Jacobs Miami Florida Financial Professional

Jerry A. Jacobs is a professional in the financial services industry in Miami, Florida. He was born and raised in the Miami area and returned to his hometown city after he graduated from Florida State University. He is a member of the Financial Services Institute and has over 30 years of experience in the financial services industry and enjoys forging a strong relationship with his clients.

169 views • 5 slides

Robert DeCusati Skilled Financial Manager

Robert DeCusati is a skilled finance professional with significant experience in several different industries helping companies manage and improve their profitability.

214 views • 5 slides

Tom Brough Chicago - A Financial Professional

Tom Brough is a successful financial professional in Chicago, Illinois. He earned a finance degree from DePaul University in 1993. He then worked for several different regional brokerage firms until 1998. That year, he began working as an independent broker. After he gained years of experience, he began forming Brough Investment Advisors in 2009 in Chicago. He is a talented professional who works with a variety of investments, including hedge funds. He has built a successful career in this industry.

132 views • 5 slides

David Garnier Nova Scotia

David Garnier of Dartmouth, Nova Scotia, is a financial professional with decades of experience in his field. Presently, Garnier serves as Vice President and Portfolio Manager within CIBC (Canadian Imperial Bank of Commerce) Wood Gundy, for which he has worked since 2003. He holds numerous certifications related to finances, investing, business and insurance, and he plans to continue furthering his career for years to come.

157 views • 5 slides

Jeremy Priestley - A Successful Financial Professional

Jeremy Priestley is an entrepreneur and financial professional currently working in the United Kingdom.

118 views • 5 slides

Glavan Madalin Laurentiu - A Successful CEO

Glavan Madalin Laurentiu has spent years developing his education in economics and finance. Between 2007 and 2010, he attended the University Spiru Haret in Bucharest, Romania. He majored in marketing and worked hard to build his knowledge of finance. While he was a student at this university, he also became a licensed economist. He used that education to build a successful career in the financial industry.

120 views • 5 slides

Terry Deru of Utah_Entrepreneur and Dedicated Professional

Terry Deru of Utah is an extremely successful business entrepreneur and independent professional who can offer 30 years of quality experience to anyone looking to consult with him. He is a highly experienced entrepreneur that invests in diverse opportunities both foreign and domestic including computer software, natural resources, and real estate opportunities.

120 views • 4 slides

Terry Deru of Utah_Entrepreneur and Dedicated Professional

Terry Deru of Utah is an extremely successful business entrepreneur and independent professional who can offer 30 years of quality experience to anyone looking to consult with him. He is a highly experienced entrepreneur that invests in diverse opportunities both foreign and domestic including computer software, natural resources, and real estate opportunities.

133 views • 4 slides

Thomas Anthony Guerriero: The Initial Journey

Thomas Anthony Guerriero - The world has had hundreds and thousands of leaders and entrepreneurs, but only a few with their specialized leadership skills and lead-the-world enthusiasm survived to influence the world and bring positive changes.

177 views • 3 slides

It's Time To Get Your Financial House in Order

Taking care of your finances is yet another form of self-care. It may not be fun, and it may seem more than a little intimidating, but when you get empowered in this area, you'll surround yourself with care and structure, and add balance to your life. Because if your finances are out of control, your life can feel out of control. With this in mind, Sonage reached out to Certified Financial Planner John L. Diaz to get his advice on what we can all do to make smart decisions when it comes to our money and take care of ourselves in this way.

88 views • 3 slides

Jack Broyles and Associates 25 Highland Village, Suite 100-132 Dallas, Texas 75205 (214) 934-7280

113 views • 1 slides

Case Study

Case Study. The Financial Professional recommended that they put their retirement funds into a product such as an annuity with a guaranteed principal feature. The Financial Professional helped Dan and Sheryl purchase a conservative

520 views • 1 slides

Frank SanPietro - Would you enjoy work in finance

Frank SanPietro is a Certified Financial Planner™ professional who’s spent decades in the financial sector.

40 views • 1 slides