Freddie Sultan Email & Phone Number

Tampa, Fl, Us

• Locate talented IT professionals through cold calling, job boards, networking, referrals, and professional social media websites.• Qualify candidates for specific opportunities by conducting telephone and in-person interviews to obtain work history, education, training, job skills and salary requirements.• Establish and maintain relationships with professional candidates and field partners to ensure extended mutual career benefit.• Complete reference and background checks on candidates to ensure authenticity of stated skills and experience as needed.• Analyze client requirements against qualifications and career goals of candidates, to find the best individual for the job.• Preparing candidates for interviews through coaching, guidance and advice.

Sunrise, Fl, Us

San Francisco, California, Us

Utilizes securities-related regulatory precepts and practices to review, analyze, and address escalated operational and service complaints from multiple WIM sources, including WFA Office of the President, WFA Branches, and clients. Creates and maintains regulatory templates. Under general supervision, coordinates with WIM contacts to develop, negotiate, and deliver verbal and written resolution to clients, including direct phone communications and written ad hoc correspondence.Responsible for reviewing, analyzing and addressing complex, escalated operational and service complaints from multiple sources, including WFA Office of the President, WFA Branches and clients, among others. Under general supervision, the Case Advisor creates and maintains regulatory templates and coordinates with Branches and Home Office to develop, negotiate and deliver a resolution to clients, both verbally and in writing. Requires direct communication with clients on the phone and the ability to draft correspondence concerning their complaints.

Valley Forge, Pa, Us

As a High Net Worth Consultant at Vanguard, I serve as a consultant for High Net Worth clients. I respond to requests for investment, mutual fund, and account questions to resolve complex issues. While assessing clients needs, goals, and risk tolerance, I help make sure they 're in the right position to give them peace of mind, and achieve their investment goals. In my role, I use a consultative approach in positioning products and services to clients pertaining to service recovery, life changing events, and advice situations. Develop and maintain proficient knowledge of Vanguard funds, products, and services. Understand the overall Financial Services industry and related legal, tax, and regulatory issues to guide clients properly. Participate in special projects and performs other duties as assigned. Follow up with clients from inbound sales opportunities

Fort Lauderdale, Florida, Us

As a Financial Advisor with The A.I.D. Group, I work with individuals, families, and business owners to discuss all aspects of their financial life and develop a game plan. By providing a complimentary comprehensive financial plan, which includes an analysis of a client’s personal finances along with their current financial position. After quantifying where you are now and understanding your goals, we make a plan to get to where you want to be and when! Based on The A.I.D. Group's 30+ years of knowledge and experience, we will offer you recommendations on how to get "there."You will be provided with your own personal financial website, which is a private and secure, where you can have all of your financial data stored safely. With your personal website, we help you create a budget,show you how to monitor your cash flow, and see your bottom line at any time. Simple and easy to integrate all of your accounts so they can update in real time! So many things happen and change year-over-year. We will meet one an annual basis at the VERY LEAST, to make real adjustments to your financial plan and goals.

Fort Lauderdale, Florida, Us

Vittoria, Ontario, Ca

Worked with account managers to assist them in managing their freight across the United States. Effectively negotiate rates with carriers, evaluating alternative ways to transport the freight, analyzing loads, trucks and labor costs in order to maximize profits for the company.

Fort Lauderdale, Florida, Us

Provided support to Client Services by assisting with day-to-day operations and preparing event folders for clients. Attended meetings with the Wealth Management Team and their clients, as they analyzed and reviewed investment options, depending on the clients’ risk tolerance. Trained on how to read and distinguish the different investment forms.

Bachelor'S Degree, Finance, General

Bachelor’S Degree, Accounting And Finance