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

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

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Abrar Sait possesses exceptional wealth management experiences and he is renowned for employing different soft and technical skills. – PowerPoint PPT presentation

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


1
Abrar Sait
Former Financial Consultant at JMG Financial
Group, Ltd.
2
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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.
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.
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 clients financial plan.
6
Leading an experienced group of financial
consultants, Abrar Sait provides JMGs Principal
and financial advisors with the fruits of his
teams thorough and actionable research.
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 JMGs clients with high-level market
research and analysis. Abrar Sait enjoys spending
time with his clients leading to fruitful
interaction and satisfaction.
8
Abrar Sait earned an MS (Master in Finance) from
Texas AM 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).
9
THANKS FOR WATHCING
Find out more about him at his official site
http//abrarsait.com
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