Adam J Dean work email
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Adam J Dean personal email
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Adam J Dean phone numbers
At Savvy Wealth, my focus is on forging strong client relationships and delivering customized wealth management services. As a seasoned Financial Advisor, I am dedicated to helping individuals, family’s and businesses achieve their financial goals. My expertise spans comprehensive financial planning, investment management, retirement strategies, estate planning, and tax optimization. I pride myself on building lasting relationships with my clients, taking the time to understand their unique needs and delivering personalized financial solutions. My approach is rooted in rigorous analysis, strategic planning, and a commitment to integrity and excellence. Whether you’re planning for retirement, managing investments, or looking to grow your wealth, I’m here to provide the guidance and strategies you need for financial success.
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Co-Owner And CfoSiouxland United FcSioux City, Ia, Us
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Principal Wealth ManagerSavvy Wealth May 2024 - PresentNew York, New York, UsAs a seasoned Principal Wealth Manager, I specialize in providing comprehensive wealth management solutions to high-net-worth individuals, families, and businesses. My expertise encompasses investment strategy, retirement planning, estate planning, tax optimization, and risk management. I am committed to building long-term relationships with my clients, understanding their unique financial goals, and delivering tailored strategies to help them achieve financial success. My approach is rooted in a deep understanding of market trends, rigorous analysis, and a dedication to excellence and integrity. -
Co-Owner/CfoSiouxland United Fc Jan 2024 - PresentSemi Professional Soccer club. NPSL (National Premier Soccer League)
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Financial AdvisorBaird Jul 2020 - Apr 2024Milwaukee, Wi, UsFinancial Planning, Wealth Management, Private Wealth Management, Investment, Retirement Planning, Insurance, 401k Plan management, IRA rollovers, Tax management, estate planning, stocks, bonds, mutual funds. -
Financial AdvisorMorgan Stanley Nov 2017 - Jul 2020New York, Ny, Us© 2019 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html -
Meditech / It AdministrationDunes Surgical Hospital Jun 2015 - Nov 2017Administration of EHR, MeditechProject ManagementLEANReport writing, testing, data extraction,and system conversionWorking knowledge of hospital and surgical processes and workflowDocumenting and training users to use EHRExcellent written and oral communications skills Information Technology supportHealth information managementData repository, IMO, SQL, management, finance, budgeting, analysis of data
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Relationship BankerJp Morgan Chase Bank N.A. Apr 2011 - May 2015Proven success in establishing new clients, revenue generation, and the ability to deliver results.Comfortable asking questions/interviewing customers about their financial situationUnderstand how to interpret numbers, trends and data to make effective decisions.Resolve customer issues and complaints.Professional, thorough and organized; able to follow operating policies and procedures.Worked as a team to better customer satisfaction and build lasting relationships.Series 6, 63 and life insurance licensedManager on Duty Evaluate risk to the branch and make decisions based on those evaluations.Manage employees by assisting them with their job responsibilities while also coaching them about their responsibilities and helping them grow in their experience and career.
Adam J Dean Skills
Adam J Dean Education Details
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Western Governors UniversityHealth/Health Care Administration/Management -
Liberty UniversityHealth/Health Care Administration/Management
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Highland High SchoolHigh School Diploma
Frequently Asked Questions about Adam J Dean
What company does Adam J Dean work for?
Adam J Dean works for Siouxland United Fc
What is Adam J Dean's role at the current company?
Adam J Dean's current role is Co-Owner and CFO.
What is Adam J Dean's email address?
Adam J Dean's email address is ad****@****ley.com
What is Adam J Dean's direct phone number?
Adam J Dean's direct phone number is +120822*****
What schools did Adam J Dean attend?
Adam J Dean attended Western Governors University, Liberty University, Highland High School.
What are some of Adam J Dean's interests?
Adam J Dean has interest in The Geek Strikes Back, Night Cat Productions, Mexican Restaurant, Community, The Smashing Pumpkins, Sports League, Daycare, Mike Huckabee, Health/beauty, Makeup Artist.
What skills is Adam J Dean known for?
Adam J Dean has skills like Spanish Speaking, Healthcare, Healthcare Management, Management, Microsoft Excel, Leadership, Microsoft Word, Healthcare Information Technology, Information Technology, Database Administration, Lean Management, Communication.
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