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Sam A. | Elance
 
176985602337900
Last Sign-in: Apr 26, 2013

Sam A.

MBA Finance, 10+ Yrs Exp 24/27 FINOP
   United States
  |   Brewster, NY

Overview

MBA Finance, Series 24/27 FINOP, with 10+ Years in the Financial Industry RIA / BD Operations, Chief Compliance Officer, General Securities Principal. Experienced adaptable and flexible finance professional with a comprehensive finance and business background combined with advanced academic training.
Areas of Expertise Include: BD/ RIA Compliance Licensed Finra (7,63,65,24,27(FINOP)) and Life & Health Insurance.
Business and management consulting to assist clients (small to medium-sized businesses) in raising capital, new clients’...

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Skills (10)

Tested
Business Planning
Accounting
Financial Forecasting
Business Analysis
Operations Management
Corporate Strategy
Financial Analysis
Internet Marketing
Social Media Marketing
Google AdWords

Service Description


CFO; BD/ RIA Compliance RIA / BD Operations, Chief Compliance Officer, General Securities Principal. Licensed Finra (7,63,65,24,27(FINOP)) and Life & Health Insurance.
Raising capital, new clients’ acquisition and negotiating private investments.
business plans, PowerPoint presentations and Private Placement Memorandums (PPMs) under “Regulation D” offerings.
marketing and sales strategies. Focused on Internet Marketing; including Webinars, Landing pages, video marketing, PPC, Google, Facebook, list building and innovative cutting edge marketing tools.

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Overview  |  Job History  |  Resume/C.V.

Keywords

MCFO; BD/ RIA Compliance RIA / BD Operations
Chief Compliance Officer
General Securities Principal. Licensed Finra (7
63
65
24
27(FINOP)) and Life & Health Insurance. Raising capital
new clients’ acquisition and negotiating private investments. business plans
PowerPoint presentations and Private Placement Memorandums (PPMs) under “Regulation D” offerings.
My Snapshot
Finance & Management
1
Elance Level
Level represents activity and experience on Elance. Freelancers start at Level 1 and achieve higher levels through their work. A higher "Level" indicates greater earnings, ratings and other achievements on Elance. Learn More »
  • 12 months
  • Lifetime
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Identity
Username
samFinance
Type
Individual
Member Since
November 2012
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Sam A. | Elance

Sam A.