Larry Seiden, Mba, Cfp® Email & Phone Number

Washington, Dc, Us

Philadelphia, Us

Provide comprehensive financial planning services including advice on investments, insurance, retirement planning, tax planning and estate planning. Manage individual and institutional client portfolios based on risk tolerance, financial condition and other factors necessary to determine appropriate asset allocation.

New York, New York, Us

Provided comprehensive financial planning services including advice on investments, insurance, retirement planning, tax planning and estate planning. Managed individual and institutional client portfolios based on risk tolerance, financial condition and other factors necessary to determine appropriate asset allocation.

Towson, Md, Us

Taught Fundamentals of Financial Planning covering all relevant topics requiring completion of a financial plan term project and testing of subject matter expertise.

New York, Ny, Us

Worked with the Managing Director to establish the branch business plan including developing initiatives to promote client retention and new sales opportunities. Completed suitability review for investment accounts, annuity contracts, life insurance, long-term care insurance and disability insurance policies.

New York, Ny, Us

Consulted with financial advisory firms and their clients to advise on the understanding of MetLife’s products and services. Met with financial advisors to discuss ways of increasing growth including cross-selling and development of strategic sales programs.

Established and implemented portfolio asset allocation by investing in mutual funds and equity/fixed income securities along with providing advice to clients on all finance-related matters. Assisted with marketing efforts by participating in Financial Workshops and discussing the full suite of product and service offerings.

Toronto, On, Ca

Developed the Capital Markets consulting business accounting for nearly $5 million in revenues with a particular focus on prospective client pitches, project completion and product development. Met with C-level executives to discuss ways of enhancing shareholder value and communication strategies.

Toronto, On, Ca

Completed Ownership Reports and Perceptions Studies analyzing all aspects of a company’s shareholder base and recommended ways to improve shareholder value. Utilized proprietary Targeting Model to identify institutions where a company’s stock should be held and arranged Investor Roadshows.

Zurich, Ch

Provided research and trading of equity/fixed income securities for Private Banking clients having learned to use UBS’s proprietary Discounted Cash Flow Model for analyzing stocks. Reviewed portfolios with clients on an annual basis to evaluate historic performance and establish future goals.

New York, Ny, Us

Maintained Private Banking accounts through the research of equity/fixed income securities and recommended investments worth inclusion in client portfolios.

New York, Ny, Us

Learned to use JPMorgan’s proprietary Dividend Discount Model to value stocks and determine investments worth inclusion in client portfolios.

Master Of Business Administration, Finance Concentration

Bachelor Of Science In Business, Finance And Economics Majors