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Ali Hakim, Cfp® Email & Phone Number

Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC
Location: Carmel, Indiana, United States 14 work roles 1 school
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Role
Financial Advisor at Valeo Financial Advisors, LLC
Location
Carmel, Indiana, United States
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Who is Ali Hakim, Cfp®? Overview

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Quick answer

Ali Hakim, Cfp® is listed as Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC, a company with 111 employees, based in Carmel, Indiana, United States. AeroLeads shows a matched LinkedIn profile for Ali Hakim, Cfp®.

Ali Hakim, Cfp® previously worked as Financial Advisor at Valeo Financial Advisors Llc and Audit and Finance Committee at Wabash Senate. Ali Hakim, Cfp® holds Bachelor Of Arts - Ba, Mathematics from Wabash College.

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Email format at Valeo Financial Advisors LLC

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Valeo Financial Advisors LLC

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Profile bio

About Ali Hakim, Cfp®

Ali Hakim, Cfp® is a Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC.

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Ali Hakim, Cfp®'s current company

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Valeo Financial Advisors LLC
Valeo Financial Advisors Llc
Financial Advisor at Valeo Financial Advisors, LLC
indianapolis, indiana, united states
Employees
111
AeroLeads page
14 roles

Ali Hakim, Cfp® work experience

A career timeline built from the work history available for this profile.

Audit And Finance Committee

Crawfordsville, Indiana, United States

- Allocated $398,000 in Student Senate funds for student activities, clubs, and organizations- Evaluate financial requests from 70+ clubs and organizations ensuring adherence to senate policies- Audit all the accounts of student activities, clubs, organizations, and committees. - Track, audit, and arrange storage for all tangible assets, such as.

Aug 2021 - May 2022

Experienced Office Assistant - Enrollment Office

- Collaborated with members of admissions and other faculty to provide a pleasant experience for visitors- Performed routine and impromptu tasks and aided office members when capable - Voice and video called prospective students to speak about common concerns about college life

Aug 2019 - May 2022

Covid-19 Action Response And Education (Care) Team Manager

Crawfordsville, Indiana, United States

- Bridged the gap between the student body and administration on covid-19 and mental health issues- Led a team of highly passionate individuals through a second year of mitigating and acting against the spread of the coronavirus on campus during a global pandemic- Kickstarted Mental Health Central on campus, obtaining a building and bringing together all.

Aug 2021 - Dec 2021

Covid-19 Action Response And Education (Care) Team Leader

Crawfordsville, Indiana, United States

- Worked closely with other CARE Team Leaders to discover ways to collectively mitigate and act against the spread of a virus during a global pandemic- Performed presentations with other CARE Team Leaders in our living unit to educate about the virus and how to care for each other - Behaved as the main contact for my group should any issues arise including.

Aug 2020 - Aug 2021

Allen Center Operations Assistant

Crawfordsville, Indiana, United States

- Followed a strict sign-in program within the fitness center to limit capacity and promote contact tracing if need be during a global pandemic. - Maintained a clean exercise and work environment to promote the safety and well-being of participants- Worked diligently to ensure patrons wore masks and abide by distancing and safety rules

Aug 2020 - Apr 2021

Vice President

Crawfordsville, Indiana, United States

- Facilitate weekly meetings with the executive committee and communicate this discussion with members of the organization.- Maintain and improve clear communication, mutual understanding of purpose and well-being, and foster both individual and teamwork within the organization. - Overseer of internal processes including: Risk, Recruitment, Finance.

Oct 2020 - Oct 2021

Awards Chairman

Crawfordsville, Indiana

- Worked closely with executive board to ensure promptness and accurate filing of awards- Went to nationals for leadership summit to follow through with the awards process- Documented pictures of house throughout the year for interior and exterior improvementWabash Awards Received: Freshman Class Impact (2018-2019), Freshman Class Top GPA (2018-2019).

Jan 2019 - Nov 2020

Recruitment Chairman

- Utilized strengths in communication, marketing, and leadership to effectively promote the fraternity- Headed a recruitment committee to foster creativity and be trailblazers when adaptation to a digital platform of recruitment became essential to success - Worked closely with the Admissions Office and Inner-Fraternity Council to conduct smooth, seamless.

Sep 2019 - Sep 2020

Chaplain

Crawfordsville, Indiana

- Furthered leadership abilities by creating and leading a Mental Health Committee within the house to guide brothers through their daily struggles - Endeavored to maintain sound mental health and confidentiality within the brotherhood- Worked closely with the president and risk manager to ensure safety within the brotherhood through a positive mental.

Jan 2019 - Jan 2020

Treasury Intern

Indianapolis, Indiana, United States

- Published essential daily reports for use by multiple departments in a timely manner- Reconciled large amounts of data to ensure regulations were met during a first-time remote period- Conducted research on the profitability of member banks and notified their importance to staff- Posted margin calls to ensure adequate collateral was met for advances

May 2021 - Sep 2021

Success Networking Team Coordinator

Crawfordsville, Indiana, United States

- Formalize accountability teams for new members to set and hold each other to pursue success in their goals- Work directly with the executive board to determine the networking structure for incoming members

Aug 2019 - Jul 2021

Indiana Farm Bureau Insurance - Coulter/Tran Agency

La Porte, Indiana, United States

- Conducted research on both front and back-end sides of insurance sales and marketing. - Created and executed a plan to promote an open space for lease to the public- Kickstarted an annual philanthropy project receiving dozens of donations for locals in need.- Learned how to process insurance quotes and pursue guerilla marketing tactics

Dec 2020 - Jan 2021

Communications And Marketing Intern - Enrollment Office

Crawfordsville, Indiana

- Developed communicational and organizational skills by covering a multiple department phone switchboard- Manifested sales skills by interacting with prospective students on one of their first arrivals to campus- Drove spontaneous individual projects to further the enrollment office’s goal to reach prospective students

May 2019 - Aug 2019
Team & coworkers

Colleagues at Valeo Financial Advisors LLC

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1 education record

Ali Hakim, Cfp® education

FAQ

Frequently asked questions about Ali Hakim, Cfp®

Quick answers generated from the profile data available on this page.

What company does Ali Hakim, Cfp® work for?

Ali Hakim, Cfp® works for Valeo Financial Advisors LLC.

What is Ali Hakim, Cfp®'s role at Valeo Financial Advisors LLC?

Ali Hakim, Cfp® is listed as Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC.

Where is Ali Hakim, Cfp® based?

Ali Hakim, Cfp® is based in Carmel, Indiana, United States while working with Valeo Financial Advisors LLC.

What companies has Ali Hakim, Cfp® worked for?

Ali Hakim, Cfp® has worked for Valeo Financial Advisors Llc, Wabash Senate, Wabash College, Phi Delta Theta Fraternity, and Federal Home Loan Bank Of Indianapolis (Fhlbi).

Who are Ali Hakim, Cfp®'s colleagues at Valeo Financial Advisors LLC?

Ali Hakim, Cfp®'s colleagues at Valeo Financial Advisors LLC include Kristine Merta, Peggy Zoller, Evan Proper, Robert Hartnett, Cfa, and Danielle Van Buren, Cfp®.

How can I contact Ali Hakim, Cfp®?

You can use AeroLeads to view verified contact signals for Ali Hakim, Cfp® at Valeo Financial Advisors LLC, including work email, phone, and LinkedIn data when available.

What schools did Ali Hakim, Cfp® attend?

Ali Hakim, Cfp® holds Bachelor Of Arts - Ba, Mathematics from Wabash College.

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