Made markets in Amazon and Baidu using analytical tools developed in-house.

Converted 2200 accounts from (Centerpiece) Portfolio Center to Axys. Reconciled accounts in Portfolio Center to statements back 10 years and then created performance files prior to converting. Evaluated then merged multiple partners’ book of business into Axys mapping all securities, security types and asset classes. Converted ACT client data to Qube contact management system. Implemented Report packaging (Packman) for client reporting and web viewing Replaced a two week process of report generation and collation to a few hours with web access for clients. Setup workstations and connected to network Installation of all new/upgrade software.

The only constant in life is change. And that means that when it comes to the long-term financial security of your family, you need more than a plan - you need a vigilant partner who will look down the road, understand the changes to come, and keep your family's future bright and prosperous. EnRich Financial Partners exists to offer expert financial planning and wealth management services, and we do so in a manner that is tailored to your needs, however they may evolve. Think of us as your family's Chief Financial Officer (Family CFO). We'll help guide your investment decision, disentangle the sometimes complex world of finance, and think strategically about how to protect and expand your financial security. Having a dedicated Family CFO gives you something wonderful: the freedom to concentrate on your family, your career, and your community. At EnRich, we are experts in portfolio management and retirement income planning. But we are more than that - we're people who understand how hard you work for your money. We're here to help discerning professionals capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. We help people think about investing differently. We collectively have nearly 50 years of experience and are here to help discerning professionals creatively capture opportunities before they fade, and we're here to help bring your financial goals into alignment with your life goals. To us, financial planning goes beyond planning for how best to use your money. It combines your money, your values, and your life into what we consider to be real financial advice.

AMTC partners with nonprofit executives and program leaders responsible for developing sustainable plans to deliver highly personalized, data-driven, time-honed assistance to organizations committed to making socio-economic issues history.

Massino Financial Group is a financial services company based out of 7445 Newburg Rd Ste 101, Rockford, Illinois, United States.

With over 20 years of experience, MBL Financial is a financial services firm in Midtown Manhattan that strives to create a sounder future for our clients. Working with individuals and companies across all industries, MBL provides holistic financial planning advice and services to address our client’s needs at all stages of life. We cover equity & income markets, alternative & structured products, financial planning, employer sponsored retirement plans, annuities, and all insurance lines across various states.

Retirement Plan Solutions'​ independent business model ideally positions us as advocates to the employers we serve. Our comprehensive service model assists employers in achieving retirement plan compliance and fiduciary standards, and assists employees in achieving the financial success they desire through their company retirement plans. -Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info"​ section above. Investment advice offered through Retirement Plan Solutions, a registered investment advisor and separate entity from LPL Financial. -Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. -The LPL Financial registered representatives associated with Retirement Plan Solutions may only discuss and/or transact business with residents of the following states: Illinois, Minnesota and Wisconsin https://www.finra.org/ https://www.sipc.org/

Our True Wealth Approach When we talk about the ways that wealth and financial stability can define the individual, it has little to do with a balance sheet, and more to do with a balanced life. True Wealth is all that money can’t buy and death can’t take away. It takes far more than financial planning. It requires a comprehensive approach with as much imagination as innovation – creativity paired with careful calculation. As your trusted advisor, we are wholly dedicated to helping you pursue a higher purpose for your wealth and design a lasting legacy for your family. We leverage deep industry knowledge, a vast network of specialized services, proven investment strategies and a passion for serving you. Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide partnership of advisors. Third party posts found on this profile do not reflect the views of CWM, LLC and have not been reviewed by CWM, LLC as to accuracy or completeness.

Licensed Life and Health Insurance agent in the state of Illinois. Financial paraplanner and assistant to CFP®. Additionally, I currently pursing my own future CFP® license and enrolled at the College for Financial Planning.

WEALTH DISTRIBUTION STRATEGIES, LLC is a financial services company based out of 110 ENTERPRISE DRIVE, PO BOX 930338, VERONA, Wisconsin, United States. Securities and Advisory Services offered through Harbour Investments, Inc. Securities Licensed in AR, AZ, CA, CO, DC, FL, IA, IL, KY, MA, MD, MI, MN, MO, NC, NV, NY, OH, OR, SC, TN, TX, VA, WI.

Managing Partner for portfolio of limited partnerships investing in emerging energy, technology and Central Valley of California agriculture companies.

Mendota Financial Group provides comprehensive wealth management services to affluent individuals, business owners, professionals, university faculty, retirees and their families. Our goal is to maintain and grow our clients’ wealth for retirement and future generations. To do this, we look at your entire financial situation, develop a customized plan and review your progress to ensure we meet your objectives. Our mission is to provide you with peace of mind, so you can focus your time and attention on the people you love and the things you want to do. Our conservative investing approach is designed to achieve the highest probability of meeting your long-term financial goals. At Mendota Financial Group, we know you work hard for your money. We'll work hard to protect and grow it. Our services: - Wealth Management - Financial Consulting - Asset Allocation - Education