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$15 USD/uro
Zastava UNITED STATES
rochester, united states
$15 USD/uro
Trenutno je 8:39 dop. tukaj
Datum pridružitve junij 1, 2015
0 Priporočila

Bradley F.

@bradleyjflower

5,0 (5 ocen)
2,0
2,0
100%
100%
$15 USD/uro
Zastava UNITED STATES
rochester, united states
$15 USD/uro
80 %
Opravljeno delo
83 %
V okviru proračuna
100 %
Pravočasno
33 %
Stopnja ponovnega najema

Competent tasker w/leadership in Finance & NPO

After spending years as an Associate and Account Executive in personal wealth management, I decided to change my lifestyle by moving abroad. As a freelancer, I use my professionalism and highly analytical thought processes achieved from years in the corporate universe to complete tasks efficiently and with perfect accuracy. My English Literature degree allows me to complete editing and writing tasks with utmost confidence, and my time as President of a NPO while in the US means that I am able to regard challenges with varying perspectives, while maintaining a focus on measurable results. I have a passion for real estate, which remains a driver in my business at home, and my location (SE Asia) allows me to bid on tasks under the typical asking price. Rest assured: I'm able to complete your job accurately, on time, with the utmost professionalism, and for the right price. I look forward to working with you.

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Ocene

Spremembe shranjene
Prikazanih je1 - 5 od 5 ocen
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1,8
$75,00 USD
He bids the job and then backs out, after stating that job is more than he estimated. Why did you bid in the first place? Should have read the project description..
Business Plans
Grant Writing
Business Writing
Avatar uporabnika
Zastava Mehmood H. Syed C.
@MSyed1
pred 8 leti
5,0
$17,00 USD
Freelancer completed project on time and on budget. The project was challenging but freelancer dealt with difficulties and low quality audio in a professional manner. Would not hesitate to hire again.
Proofreading
Insurance
Product Descriptions
Personal Development
+1 več
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Zastava Lloyd K.
@haskue
pred 8 leti
5,0
$33,00 USD
Fantastic freelancer, highly recommended. Project delivered on time, on budget and to a high specification. Will hire again.
Proofreading
Insurance
Product Descriptions
Personal Development
+1 več
Avatar uporabnika
Zastava Lloyd K.
@haskue
pred 8 leti
5,0
$31,00 USD
Great freelancer, provides high quality project input and would not hesitate to hire again. Great communication and completed on time.
Proofreading
Insurance
Product Descriptions
Personal Development
+1 več
Avatar uporabnika
Zastava Lloyd K.
@haskue
pred 8 leti
5,0
$20,00 USD
I'm really glad I chose Bradley for my project: he was fast and professional. And it was a great pleasure to communicate with him! Thanks!
Proofreading
T
Closed User
@tpetrushchenkova
pred 8 leti

Izkušnje

Real Estate Developer

Self-Employed
mar. 2011 - Trenutno
I continue to seek opportunities for residential and commercial real estate development with a focus on direct impact within small communities. I have served roles of financier, property manager, and general contractor and therefore have a deep understanding of the multiple levels of organization that come with such complex undertakings.

Account Executive

Fidelity Investments
okt. 2014 - sep. 2015 (11 mesecev, 1 dan)
My role focused on personal wealth management for high and ultra-high net worth families. I employed a detailed consultative process that aided in establishing deep relationships with my clients and provided superior financial planning results. I was solely responsible for serving 175 households, with over $150 million in total assets.

Financial Advisor Associate

Morgan Stanley
mar. 2011 - okt. 2014 (3 leta, 7 mesecev)
I served as Financial Planning Specialist for my team, with a focus on building deeper relationships with existing clients. Together with a focused marketing plan, we raised yearly revenue 25% to $3 million by 2014.

Izobrazba

Bachelor of Arts - English Literature

State University of New York College at Geneseo, United States 2005 - 2009
(4 leta)

Kvalifikacije

Chartered Retirement Planning Counselor

American College of Financial Planning
2013
The CRPC program is developed with a focus on client-centered problem solving. Applicants gain in-depth knowledge of individuals' needs both before and after retirement. The study program to become a CRPC covers the entire retirement planning process, including meeting multiple financial objectives, sources of retirement income, personal savings, employer-sponsored retirement plans, income taxes, retirement cash flow, asset management, estate planning and more.

Publikacije

Tying the Knot: Financial Considerations for Same-Sex Spouses

The Empty Closet
In today's rapidly changing legislative climate regarding LGBT equality, it's important for community members to continually educate themselves on the strategies being used for effective family financial planning. This article was a reflection on best practices considering the legal climate at that time.

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Verifikacije

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Certifikacije

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