Ali Hakim, Cfp® Email & Phone Number
Who is Ali Hakim, Cfp®? Overview
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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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About Ali Hakim, Cfp®
Ali Hakim, Cfp® is a Financial Advisor at Valeo Financial Advisors, LLC at Valeo Financial Advisors LLC.
Ali Hakim, Cfp®'s current company
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Ali Hakim, Cfp® work experience
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Audit And Finance Committee
- 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.
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
Covid-19 Action Response And Education (Care) Team Manager
- 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.
Covid-19 Action Response And Education (Care) Team Leader
- 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.
Allen Center Operations Assistant
- 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
Vice President
- 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.
Awards Chairman
- 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).
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.
Chaplain
- 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.
Treasury Intern
- 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
Success Networking Team Coordinator
- 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
Indiana Farm Bureau Insurance - Coulter/Tran Agency
- 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
Communications And Marketing Intern - Enrollment Office
- 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
Colleagues at Valeo Financial Advisors LLC
Other employees you can reach at valeofinancial.com. View company contacts for 111 employees →
Kristine Merta
Colleague at Valeo Financial Advisors Llc
Naples, Florida, United States, United States
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PZ
Peggy Zoller
Colleague at Valeo Financial Advisors Llc
Greater Tampa Bay Area, United States
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EP
Evan Proper
Colleague at Valeo Financial Advisors Llc
Wixom, Michigan, United States, United States
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RH
Robert Hartnett, Cfa
Colleague at Valeo Financial Advisors Llc
Carmel, Indiana, United States, United States
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DV
Danielle Van Buren, Cfp®
Colleague at Valeo Financial Advisors Llc
Greater Indianapolis, United States
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MH
Mason Hughes, Cfp®
Colleague at Valeo Financial Advisors Llc
Indianapolis, Indiana, United States, United States
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TN
Teia Nidey
Colleague at Valeo Financial Advisors Llc
Indianapolis, Indiana, United States, United States
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MC
Marco Caspetti
Colleague at Valeo Financial Advisors Llc
Annecy, Auvergne-Rhône-Alpes, France, France
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JS
Jimmy Scheri
Colleague at Valeo Financial Advisors Llc
Indianapolis, Indiana, United States, United States
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MW
Mikaela W.
Colleague at Valeo Financial Advisors Llc
Greater Indianapolis, United States
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Ali Hakim, Cfp® education
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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