Hanieh Sadat work email
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Fully Regulated US & Cayman Fund “Opinions and comments expressed by LinkedIn Members are those of the persons submitting them and do not necessarily represent the views of the creator of this profile or their firm.”
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General PartnerGenesysone Capital Jan 2018 - PresentLa, California, Us -
TreasurerAmerican Renewable Energy Institute Feb 2017 - PresentThe mission of the American Renewable Energy Institute (AREI), is to advance the rapid implementation of Renewable Energy and Energy Efficiency at the speed and scale necessary to provide solutions of both the environmental and economic crises currently facing humankind and the planet. www.areday.net
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Founder | Managing DirectorImpactx Jan 2017 - PresentLos Angeles, Ca, UsImpactXCircle brings together a circle of thought leaders, innovators, and industry leaders in a private settings to discuss today's biggest challenges and opportunities in the impact investing space.www.impactxcircle.com -
Vice PresidentStratis Private Equity, Asia Oct 2016 - Jan 2017Stratis Private Equity is the first energy fund of funds & Direct investments in Asia, domiciled in Europe, with a focus on clean energy and water. Stratis pursue investments that intentionally seek ( and measure) environmental/social impact in addition to financial returns.
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Vice PresidentMorgan Stanley Aug 2015 - Oct 2016New York, Ny, UsI managed and preserved wealth for select group of high net worth Families, institutions, foundations and endowments focused in fixed income and cash management, investment planning, insurance and lending solutions. Our services are including wealth preservation, retirement planning, philanthropic, and estate planning strategies. I host monthly dinner events for private group of family offices, entrepreneurs, thought leaders and decision makers discussing today's economic issues and opportunities. I often invite various influential speakers to my events to share their opinion and expertise among others and connect with like minded people, through my strategic partnerships at Milken institute, World economic forum and Nexus Global Youth Summit. -
Financial AdvisorWells Fargo Advisors Jan 2011 - Aug 2015St. Louis, Missouri, UsMy team & I manage, build, and preserve wealth for high net worth families, individuals, small business owners and corporations. We work with a team of CPAs, Estate Attorneys, Insurance and Retirement Planning partners to protect clients entire assets from unexpected risks. We provide clients with financial advice consistent with client's goals and risk tolerance. We meet with clients regularly to collect financial information, assess investment profile and evaluate client's financial needs. We Utilize an investment consulting approach to execute investment strategies using a broad spectrum of assets and vehicles including separately managed accounts, pooled vehicles (incl. open and closed end mutual funds, ETFs, and MLP partnerships, Munis, Corporate Bonds), alternative assets, individual securities and structures to maximize returns commensurate with an acceptable level of risk for the client. Perform investment research, keep informed of developments in the investment management industry and confers with tax attorneys, accountants, etc., We make routine presentations to clients, prospects, regarding market developments, economic forecasts, industry trends, investment strategy and unique investment opportunities. Our services include investment consulting - education and retirement planning - insurance and lending solutions. -
Financial ConsultantWells Fargo Advisors Mar 2006 - Dec 2010St. Louis, Missouri, UsI held the position of Financial Consultant with one of the largest producing financial advisory teams. My responsibilities included the following: understanding asset allocation fundamentals and how to apply them, using knowledge of firm products such as equities, fixed income, mutual funds, annuities, wrap fee account platforms, and other financial instruments to make investment recommendations to clients, placing trades, opening and servicing clients accounts and special accounts such as GRATS & Blind Trusts, providing administrative support to financial advisors, assisting with marketing campaigns, processing brokerage transactions, making appropriate disclosures and mailing proper documentation, making sure trades are accurate and accounts are reconciled, presenting at sales meetings, setting up and organizing seminars, active member of few non-profit organizations.
Hanieh Sadat Skills
Hanieh Sadat Education Details
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Pepperdine UniversityExecutive Program -
Series 7Ca Insurance
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California State University-NorthridgeAnd Related Support Services
Frequently Asked Questions about Hanieh Sadat
What company does Hanieh Sadat work for?
Hanieh Sadat works for Genesysone Capital
What is Hanieh Sadat's role at the current company?
Hanieh Sadat's current role is Managing Partner @ GenesysOne.
What is Hanieh Sadat's email address?
Hanieh Sadat's email address is ha****@****ley.com
What is Hanieh Sadat's direct phone number?
Hanieh Sadat's direct phone number is +191425*****
What schools did Hanieh Sadat attend?
Hanieh Sadat attended Pepperdine University, Series 7, California State University-Northridge.
What skills is Hanieh Sadat known for?
Hanieh Sadat has skills like Investments, Finance, Private Equity, Financial Advisory, Management.
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