5 Ideas To Spark Your Marketing Financial Services To The African American Consumer Comparative Analysis Of Investment Portfolio Composition and Investing (Include only books and blog posts) 12. David Sandberg, Debt Risk Expert A perfect example of an expert with actual experience at understanding his customers’ circumstances, leading to strategies that are effective. He took it upon himself to understand the financial situations of his clients and was able to develop a viable, and usually profitable, strategy for his clients. He worked with credit bureaus, large banks, foundations and insurance companies to analyze business situations and to analyze their risk profiles. David has authored over 5 published book reviews and is the author of a nationally recognized list of the 100 Best Financial Services Professional.
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David specializes in his own personal finance management business. 10. Elizabeth De Nes Editor In Chief & Head of Budget & Management at Cash Management Consulting In 2015 Elizabeth De Nes published the first book about financial factors, including (1) credit scores, (2) whether or not credit report products make up normal financial information and (3) how to plan and manage your portfolio with minimal risk as you make moves toward a savings account. Her first book, The Saturated System, sold over 7 million copies in the US. 7.
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Ben Smith NerdWallet’s Certified Financial Strategist Ben had the opportunity to talk about high-risk equities, quantitative savings, retirement strategies and the state of risk-management techniques that have helped lead to the lowest numbers and faster results in the years since his first book published and explained how to live with risk. One takeaway from his talk was how important it was to share knowledge about investment techniques with future investors. 6. Rachael Fisher Investment Advisor, CEO of The Funds Research Agency (FRA) (ITA:FRA4) Rachael managed part of the financial risk screening process for leading debt institutions like Bear Stearns and the Citadel. She successfully applied the rigorous information from financial information systems to help lead her clients to increase their credit scores.
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The Board Certified Financial Adviser Our site also helped her to pay her bills against this stress. 5. Rick Marks Senior Advisor & Director, Real Estate. Founded by American Market Research who remains ‘super savvy’ by the end of his post. Rick is now the Senior Advisor for Sales in New York City.
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The two shared years of expert advice and focused on winning customers with good leads. By the time this successful business acquisition