Please complete the CAPTCHA to continue
A concise factual answer block for searchers comparing this professional profile.
Joe R. is listed as Helping expatriates navigate Financial Planning while living abroad in China. at Infinity Financial Solutions, a company with 127 employees, based in Jing'an District, Shanghai, China. AeroLeads shows a matched LinkedIn profile for Joe R..
Joe R. previously worked as Senior Consultant at Infinity Financial Solutions and Senior Marketing Executive and Senior Consultant at Essential Group. Joe R. holds Masters Science, Business Management from Colorado Technical University.
This section adds company-level context without repeating Joe R.'s masked contact details.
Review company-level records connected to Joe R. before choosing the right outreach path.
When I provide a financial consultation, my approach is to treat my client's like a business entity that I am in collaboration with, to achieve their goals and objectives. Through a combined client/consultant effort I seek to improve their strategies, stressing that actions without positive results are costly and a setback to their financial futures. My priority is always a successful end result.I help expats in China and their families secure their financial present and future's, through a successful tailored financial plan.I assist my clients in the following areas:▶ Investment advice and wealth management▶ Retirement planning▶ Education fund planning for children▶ Life and medical insurances▶ Trusts, succession, and inheritance tax planning▶ Financial goal setting & budgeting
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Shanghai City, China
- Build and maintain client bases, keeping current client plans up-to-date and recruiting new clients on an on-going basis;- Maintain in contact with clients periodically to determine if there have been changes in their financial status;- Advise and document for clients for the types of services provided, and the responsibilities to be taken by the.
Shanghai City, China
- Generated over $900K USD in sales in the initial two months, through effective communication strategies and skills;- Presented effective investment pitches, advised clients on all financial matters;- Utilized extensive knowledge on US Tax to consult and advise clientele based in US.
Other employees you can reach at infinitysolutions.com. View company contacts for 127 employees →
Nobumitsu Kashiwamura
Colleague at Infinity Financial SolutionsWP. Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
DD
Duong Duc Tien
Colleague at Infinity Financial SolutionsHo Chi Minh City, Vietnam, Viet Nam
View →
RE
Ryan Evans
Colleague at Infinity Financial SolutionsKuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia
View →
VP
Vishal Popat
Colleague at Infinity Financial SolutionsLondon Area, United Kingdom, United Kingdom
View →
PH
Philip Howell-Williams
Colleague at Infinity Financial SolutionsBangkok, Bangkok City, Thailand, Thailand
View →
YT
Yukie Tanaka
Colleague at Infinity Financial SolutionsBangkok, Bangkok City, Thailand, Thailand
View →
NN
Neo Ndlovu
Colleague at Infinity Financial SolutionsCity Of Johannesburg, Gauteng, South Africa, South Africa
View →
VL
Veasna La
Colleague at Infinity Financial SolutionsPhnom Penh, Cambodia, Cambodia
View →
AD
André De Saint Julien
Colleague at Infinity Financial SolutionsBangkok City, Thailand, Thailand
View →
CK
Chamroeun Kim
Colleague at Infinity Financial SolutionsCambodia, Cambodia
View →
Activities and Societies: Tau Gamma Theta
Quick answers generated from the profile data available on this page.
Joe R. works for Infinity Financial Solutions.
Joe R. is listed as Helping expatriates navigate Financial Planning while living abroad in China. at Infinity Financial Solutions.
Joe R. is based in Jing'an District, Shanghai, China while working with Infinity Financial Solutions.
Joe R. has worked for Infinity Financial Solutions and Essential Group.
Joe R.'s colleagues at Infinity Financial Solutions include Nobumitsu Kashiwamura, Duong Duc Tien, Ryan Evans, Vishal Popat, and Philip Howell-Williams.
You can use AeroLeads to view verified contact signals for Joe R. at Infinity Financial Solutions, including work email, phone, and LinkedIn data when available.
Joe R. holds Masters Science, Business Management from Colorado Technical University.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Joe R. you were looking for.
View similar profiles
