Farley Ribeiro Email & Phone Number

Wakefield, Ma, Us

Wakefield, Ma, Us

Greater Boston Area

Since we opened our doors in 1901 we’ve developed the experience and expertise to better understand what our clients need to be successful. Put that knowledge to work and discover what is possible when the focus of an award-winning firm is on YOU. Baystate Financial has built a reputation for helping its clients gain clarity, leverage and financial independence. Clarity with regard to what having wealth means to them; leverage with regard to the ways they integrate and coordinate their assets and income to build, protect and distribute wealth in an efficient and effective manner; and financial independence with the knowledge that they have made informed and appropriate decisions appropriate for the complex financial lives they tend to lead.Baystate is headquartered in Boston MA, and has 17 office locations throughout New England with over 600 employees. Baystate Financial specializes in many things such as financial planning, business and estate planning, retirement planning, as well as a variety of protection and investment products.Learn more about Baystate Financial here: baystatefinancial.com

Brazil And Usa

Provided clients of $250M+ annually with broad-based strengths and accomplishments in cash management, strategic planning, financial modeling, planning, audits, process improvement, risk management, regulatory compliance, tax strategies, restructuring and M&A

Espirito Santo, Brazil

Managed entire financial and accounting operations, capital requests, audits, tax filings, budgets, investments, HR, strategic planning and subsidiary finance and operations for ITImplemented and managed all investment portfolios ($10M), executed all trades and strategies resulting in over 120% gains.Collaborated in IT and regulatory compliance auditing projects; translated and directed implementation of HIPAA and ERISA standards.Conducted and analyzed regulatory compliance audits; implemented procedures, policies, controls and processes

Us & Brazil

Successfully managed and implemented accounting systems, A/R, A/P, Payroll; prepared financial reports, balance sheets, income statements, cash flow statements, budgets, audits and tax filings for profit and non-profit firms.

Boston, Ma

Developed and trained start-up premium agent reporting group; provided enhanced claim analysis and service to most profitable Auto, Home and Commercial client group. Managed and analyzed high-risk commercial market group; investigated, evaluated, audited, and monitored major claims with complex coverage issues and high-risk exposure.Consistently demonstrated outstanding customer service, auditing, analytical, negotiating, and problem-resolution abilities, leading to success at minimizing losses with equitable settlements and implementing controls to mitigate risks.