Personal Information
Organização/Local de trabalho
San Mateo, CA United States
Cargo
Senior Vice President, Investments
Sobre
I manage a team that works with families and small businesses in assisting them with an area that is most important to them, their financial goals and needs. We focus on understanding their objectives and strive to be personal, sincere and caring in our customized process. The goal we have for all our clients is to provide quality service toward establishing trust and comfort in the relationship, and in making it easy and convenient for them to manage their financial affairs.
Marcadores
2009
august
recovery
wealth
investing
structured products
strategy
performance
portfolio
risk management
secure
family office
family management
economy
outlook
future
economy gains
market outlook
techniques
management
transfer
tips
tax
bonds
municipal
investments
Ver mais
Apresentações
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(3)Personal Information
Organização/Local de trabalho
San Mateo, CA United States
Cargo
Senior Vice President, Investments
Sobre
I manage a team that works with families and small businesses in assisting them with an area that is most important to them, their financial goals and needs. We focus on understanding their objectives and strive to be personal, sincere and caring in our customized process. The goal we have for all our clients is to provide quality service toward establishing trust and comfort in the relationship, and in making it easy and convenient for them to manage their financial affairs.
Marcadores
2009
august
recovery
wealth
investing
structured products
strategy
performance
portfolio
risk management
secure
family office
family management
economy
outlook
future
economy gains
market outlook
techniques
management
transfer
tips
tax
bonds
municipal
investments
Ver mais