Title: Abrar Sait - Former VP - Treasury Capital Markets, First Midwest Bank
1Abrar Sait
Former Financial Consultant at JMG Financial
Group, Ltd.
2(No Transcript)
3Abrar 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.
4Abrar 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.
5As 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.
6Leading an experienced group of financial
consultants, Abrar Sait provides JMGs Principal
and financial advisors with the fruits of his
teams thorough and actionable research.
7Abrar 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.
8Abrar 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).
9THANKS FOR WATHCING
Find out more about him at his official site
http//abrarsait.com