Basil Collins Email & Phone Number

Helping people in learning financial strategies and achieve spectacular success in their personal and business life. I help families create and implement a plan that captures and sustains their wealth over multiple generations. I’m not just talking about financial assets – investments, real estate, collectables, and the like. I’m talking about the real treasure in your life – your values, your philosophies, your principles and your most important life lessons – your real treasure, the things that matter most.

Listed skills include Customer Service, Sales, Leadership, Marketing, and 13 others.

• Independent Financial Adviser

  Financial Adviser

  Aug 2005 - Present - New York

  Qualifications Summary:A passion for people, the community and the financial markets.Extraordinary interpersonal skills with a strong team orientation.Positive thinking, self-starter with a proven track record of high achievement.Conduct in-depth reviews of clients' financial circumstances and future goals.Assist clients in making informed decisions.Negotiate with product suppliers for the best possible rates.Review accounts on a regular basis to ensure compliance with internal and external policies, guidelines, rules, and regulations.Create, implement, and continually review a plan that includes strategies designed to help clients pursue their long-term goals.Devise and execute business development strategies to attract and acquire new clients.