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$150/hr · Starting at $25
Fast Track Advisors, LLC (FTA) provides strategic planning, sales, CRM & marketing management & systems consulting, financial analysis, decision modeling & risk assessment, and general management consulting...
$150/hr · Starting at $1K
Professional Wealth Management research reports on financial services, products, delivery channels, client segments and economics. Reports prepared in manner to be read by either industry participants,...
Wealth Management Consultant, Securities Professional & Senior Financial Services Executive with over twenty years P&L leadership. Industry experience includes asset management, trust companies, banking, brokerage, and insurance organizations. Author of wealth management industry reports; topics include UMAs, SMAs, TAMPs, compliance, client segmentation, trust platforms and outsourcing. Securities Principal (FINRA Series 24, 7 & 63) with NYS insurance licenses. Assistant Professor, Finance & Entrepreneurship, Ithaca College. Director, First State Trust Co. Qualified CPA, University of Michigan BBA & Harvard University MBA.
Management Experts
Financial Services
Financial Analysts
Sales Experts
Risk Assessment Services
Strategic Planners
Management Consultants
Sales Managers
Business Planners
Marketers
Trainers
Cash Flow Analysts
Marketing Managers
Analytics Experts
Wealth Managers
Economics Professionals
Researchers
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