Niv Persaud, Cfp® Email and Phone Number
Niv Persaud, Cfp® work email
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Niv Persaud, Cfp® personal email
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Life is more than accumulating money – it's about living the lifestyle you envision and can afford.Over the years, life has become more complicated. What used to be normal expectations have shifted. We've redefined many long-held ideas about lifestyle and retirement.For that reason, when I help clients, I look beyond money - I incorporate all aspects of life. My approach capitalizes on techniques I learned throughout my career, including as a management consultant, executive recruiter, and financial advisor.To help clients define what they want from life, I developed the 5 P's of Life (Personal Relationships, Personal Finance, Profession, Peace of Mind, and Physical Health). In each category, I ask a series of questions to understand your lifestyle. With this information, I can better address your financial situation. My insights on money + life can be found in Forbes, Reuters, CNBC, Money, USA Today, and many more publications.
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Managing DirectorTransition Planning & Guidance, Llc 2010 - PresentAtlanta, UsTransitionPG’s mission is to help you define and achieve your financial, personal, and professional goals - especially during life transitions. Through our planning and guidance, you take control of your money and life. In addition to developing financial plans and retirement plans, services also include phone or video consultations. Visit http://www.transitionpg.com/services/ to see our full list of services. Also available for speaking engagements.
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Vice PresidentCommerzbank Ag 2005 - 2009Frankfurt Am Main, Hessen, DeDeveloped and managed corporate relationships with companies over $100MM EBITDA. Participated in senior secured/unsecured credit facilities for recapitalization, M&A, DIP financing, aircraft financing, ship financing and general corporate purposes. Managed diversified senior credit portfolio by monitoring compliance, maintaining client relationships and participating in analyst calls and investor conferences. Worked with international colleagues to address client needs for debt capital markets, credit derivatives, credit facilities and cash management. -
Financial AdvisorMerrill Lynch 2002 - 2005New York, Ny, UsDeveloped and managed individual and middle market relationships. For these clients, defined and implemented strategic financial plans. As a member of the Atlanta Complex Management Team, managed new financial advisors, advising on target markets, sales strategy, portfolio construction and implementation. Received 2003 Outstanding Performer Award for peer group in the Atlanta Complex for creating de novo business and producing consistent growth. -
Senior AssociateKorn/Ferry International 2000 - 2001Los Angeles, Ca, UsDeveloped, managed and implemented the search process for senior-level executives in the Advanced Technology and Telecom industries. Worked with clients (senior-level executives, Board of Directors, venture capitalists) to understand their strategic vision and to present senior-level executives who would execute their vision. Identified, engaged, and assessed candidates for start-up companies with innovative technology. -
Project ManagerNorthern Trust Retirement Consulting 1996 - 2000(99-00)Bank Officer reporting to CFO, developed and managed strategy for design and construction of a $12MM, 125,000 sq ft new facility; (97-99) Business Process Manager reporting to COO, collaborated with senior management to improve office efficiencies while addressing growth and cost reduction; (96-97) Process Engineer responsible for internal consulting projects to improve business processes.
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Senior ConsultantVarious Health Care Management Consulting Firms 1990 - 1996Managed projects and clients for various engagements, including facilitating M&A activity, developing 5-year strategic plans, writing regulatory Certificate of Need applications, and creating pro forma analyses.
Niv Persaud, Cfp® Skills
Niv Persaud, Cfp® Education Details
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Georgia Institute Of TechnologyIndustrial Engineering
Frequently Asked Questions about Niv Persaud, Cfp®
What company does Niv Persaud, Cfp® work for?
Niv Persaud, Cfp® works for Transition Planning & Guidance, Llc
What is Niv Persaud, Cfp®'s role at the current company?
Niv Persaud, Cfp®'s current role is Helping clients with money + life.
What is Niv Persaud, Cfp®'s email address?
Niv Persaud, Cfp®'s email address is ni****@****npg.com
What is Niv Persaud, Cfp®'s direct phone number?
Niv Persaud, Cfp®'s direct phone number is +140482*****
What schools did Niv Persaud, Cfp® attend?
Niv Persaud, Cfp® attended Georgia Institute Of Technology.
What skills is Niv Persaud, Cfp® known for?
Niv Persaud, Cfp® has skills like Strategy, Strategic Planning, Leadership, Start Ups, Strategic Financial Planning, Business Strategy, Finance, Management, Mergers And Acquisitions, Public Speaking, Business Development, Personal Finance.
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