Search results for “financialadvisory”

#earlystage #venturecapital #financialadvisory #financialservices

#Oceania

Alan Beattie has an extensive international career in banking over some 30 years; having worked in Asia, Europe, Latin America and the Middle East. Most recently Alan was the Global Head of Private We

#alternativeinvestments #financialadvisory

#NorthAmerica

Drew is the Head of Investment Strategy, Co-Head of Investments and Co-Head of Direct Credit. As Head of Investment Strategy, Drew is responsible for shaping strategic portfolio decisions across the v

#FinancialAdvisory #FinancialAccounting #FinancialPlanning #FinancialReporting

#NorthAmerica

Ben Edwards is the President of Weatherby Consulting, a company which provides transaction advisory, consulting, and asset management services with proven success in creating opportunities and solutio

#investmentbanking #financialadvisory

#SouthAmerica

Mr. Baratta is a Managing Director and Head of Brazil at Houlihan Lokey, having joined the firm in 2023 to launch its Sao Paulo office. Over the past two decades, he has advised companies across indus

#investments #financialadvisory

#NorthAmerica

David Blanchett, PhD, CFA, CFP®, is Managing Director and Head of Retirement Research for PGIM DC Solutions. PGIM is the global investment management business of Prudential Financial, Inc. He is also

#financialadvisory #financialanalysis #hedgefunds

#Turkey

Ezabel is Chief Financial Officer at 212. She has an extensive background in asset management. Ezabel began her career at Price Water House Coopers in 2003 as a Certified Public Accountant. In 2005, s

#wealthmanagement #financialadvisors #financialadvisory #financialplanning #andfinancialprofessionals

#NorthAmerica

Michael leverages his 18+ years of experience in the insurance & financial services industry to build a team of independent, entrepreneurial Financial Planners seeking to carve out a place where all c

#FinancialPlanning #FinancialAdvisory #HealthInsurance

#Asia

Nadia joined Prudential Singapore in April 2008, fresh out of University. With her strong mind, determination, and solid work ethic, she has worked her way up the career ladder. In 2009, she achieved

#investment #pensionfunds #financialadvisory

#NorthAmerica

Mr. Whalen, Executive Managing Director and Senior Consultant, joined Verus in 2002. In addition to his primary role of helping clients meet their investment objectives, Mr.

#businessplanning #financialadvisory #investmentmanagement

#NorthAmerica

For more than 40 years, Founding Partner and Financial Planner Steve Lear has been working to make people’s lives better. His career in finance began in 1980, following his graduation from the Univers

#investments #financialadvisory #strategicfinancialplanning

#NorthAmerica

Trish Nielsen is Head of Partnerships & Business Development for Worldsource Wealth Management, inclusive of both investment dealers: Worldsource Securities Inc. (IIROC) and Worldsource Financial Mana