Adams Financial Recruiting
Wealth Management Consulting Services
Put our time-tested experience to work for you.
CMIN59047 - Wealth Management Consultant
This consultant focuses on two aspects of investment management. The first is a market neutral equity strategy developed during his tenure as an academic economist and as the quantitative equity analyst for a multi-national bank holding company. The second involves the use of state-of-the-art technology to help organizations effectively allocate their assets among various asset classes. Once the optimal allocations are achieved, the very best funds and managers are chosen according to criteria derived from the most successful models of investing and mutual funds management.
CMPA122660 - Wealth Management Consultant
This consultant has extensive experience in the Wealth Management Industry, including serving as Chairman, President & CEO of Trust company subsidiary of major regional bank. Over 30 years experience developing successful strategies to achieve significant growth in new client origination, assets under management, superior financial performance and outstanding client relationship management. Experienced in start-ups, acquisitions, consolidations and maintaining stream lined organizational structures and service delivery platforms to achieve desired client service, growth and financial objectives. The areas we can provide value include:
- Conducting assessments of existing businesses and designing strategies to improve performance
- Developing and implementing business strategies
- Business start-ups, acquisitions and integration of acquired businesses
- Regulatory compliance and risk management programs
- Team building, management development and succession planning
- Sales training and sales management processes
- Policy and Procedures development
- Designing and implementing referral programs and incentive plans
These services are available on a temporary or full time basis. References are available upon request. Please contact us for more information on how we can put our time-tested experience to work for you in a variety of ways, saving you precious time and bolstering the bottom line.