Abrar Sait - Experienced Professional

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Presentation Description

Abrar Sait joined HSBC Retail/Asset Management in 2009 in Chicago, IL. He worked there for 3 consecutive years. To know more about him visit his official site http://abrarsait.com

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Presentation Transcript

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

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Over his career, Abrar Sait has worked on teams, bringing the CFO mindset, and built a strong track record in a multi-disciplinary capacity at the First Midwest Bank, a bank fiduciary model, and more recently at an RIA, JMG Financial (a fee-only firm), providing “Holistic Wealth Advisory” services – specifically targeted to address the many planning issues facing HNW clients. “

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Abrar Sait worked at Midwest Bank as an Investor Relations manager. As an investment specialist, he was responsible for integrating lending, wealth management, and hedging solutions for primarily private banking/HNW and middle market (i.e. closely held businesses) clients; team booked $4M of transaction and fee income in 2015 exceeding budget by 15%. “

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Additionally, Abrar Sait presented plans that bundled loans, liaise across multi-disciplines, including the trust division, to service clients at a high professional level (satisfaction survey score 98%). “

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Abrar Sait was undoubtedly so professional and veteran in his field that he easily articulated market developments and plan adjustments to enhance cash flow and tax efficiency. “

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Besides this, Abrar Sait lead client review of portfolios and re-balancing mandate; presented customized tax-exempt models. “

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This is why Abrar Sait have received an award of excellence for increasing investment/derivative income and growing AUM by over 10%. “

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Thank you Find out more about him at his official site http://abrarsait.com

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