Khalid Ali Email & Phone Number

United States

Partnering with Registered Investment Advisors with state-of-the-art Custodial SaaS solutions throughout the United States. We help RIAs deliver better financial advice to their clients while improving their practice cost, productivity, and growth.

• Maintained client relationships through processing client request, resolving client inquiries, and updating client information through Tamarac CRM. • Researched and build investment strategies on behalf of Financial advisors to onboarding prospects and current clients looking to have new assets be brought under management. • Conducted to maintain strong relationships with clients and identify firm’s services and solutions, such as digital online systems for clients to access like firm’s client portal system that addresses the client needs.• Build custom monthly and quarterly tax, income, and portfolio performance reports for high-net worth clients. • Gather, Organize, and analyze data for financial planning process and create financial plans using MoneyGuide Pro.

Pasadena, California, United States

• Regularly Monitored client’s brokage and qualified retirement accounts using Custodial banks such as Charles Schwab and TD Ameritrade. • Applied and maintained client’s data information using CRM systems such as Salesforce, and Redtail. • Planned and organized client’s financial priorities (holistically) using financial planning software application systems such as Libretto and Advizr. • Worked with Advisors and planners to implement estate planning, investment planning, risk management and tax strategies to help clients meet their essential and important priorities. • Led in team’s efforts to monitor and facilitate Service Agreement process for onboarding new clients.• Created an Excel based bi-weekly report for partners that consisted of AUM, fees, participant count, etc

Torrance, California, United States

Regularly seek opportunities to use firm resources to assist and collaborate with financial advisors. Actively engage in available training and education programs to maintain current status on compliance policies, procedures and risk management.Assisted Financial advisors by processing client request, resolving client inquiries, and updating client information through Salesforce.

Greater Memphis Area

County Dublin, Ireland

Bachelor Of Business Administration - Bba, Finance And Financial Management Services, 3.7

Activities and Societies: International Student Business Organaztion STS Elite Student Organzation Fogelman Business Honors Program

Bachelor Of Business Administration (Bba), Finance, General, 3.65

Activities and Societies: Schulich Consulting ClubTaking ADMS Context of Business 1000, Organizational and Behaviour 2400.

Spanish Language And Literature, 3.5