Abrar Sait - Experienced Professional

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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