Abrar Sait - Former VP - Treasury Capital Markets, First Midwest Bank

Views:
 
Category: Others/ Misc
     
 

Presentation Description

Abrar Sait has plans to create a wealth management book of business including investable assets over $100M. The directed clients would be individuals/families and closely held business owners with an excess of $500K to $5M of investable assets. To know more about him visit his official site http://abrarsait.com

Comments

Presentation Transcript

Slide 1:

Abrar Sait Former Financial Consultant at JMG Financial Group, Ltd.

Slide 3:

Abrar Sait worked as a Financial consultant at JMG Financial during 2017-2018. During this tenure and as a Financial consultant he provided free based advanced planning for high worth net clients.

Slide 4:

Abrar Sait also provided a goal and cash flow-centric financial planning included tax efficient investment models, tax projections, retirement planning, executive compensation, and asset protection strategies.

Slide 5:

As a typical financial consultant, he met regularly with clients to assess how life changes such as marriage, job change or the birth of a child will affect the client’s financial plan.

Slide 6:

Leading an experienced group of financial consultants, Abrar Sait provides JMG’s Principal and financial advisors with the fruits of his team’s thorough and actionable research.

Slide 7:

Abrar Sait enjoys the ever-changing nature of his work, as market fluctuations and evolving client concerns make no two days the same. When not providing JMG’s clients with high-level market research and analysis. Abrar Sait enjoys spending time with his clients leading to fruitful interaction and satisfaction.

Slide 8:

Abrar Sait earned an MS (Master in Finance) from Texas A&M University, and a BS at Indiana University. He holds several securities licenses obtained from FINRA (Financial Industry Regulatory Authority), an Illinois Insurance license, and has earned CRC (Credit Risk Certification). He is a candidate for Certified Financial Planner professional, and Level II CFA (Certified Financial Analyst).

Slide 9:

THAN K S FOR WATHCING Find out more about him at his official site http://abrarsait.com

authorStream Live Help