Ram Balakrishnan Email & Phone Number

San Francisco, CA, US

San Francisco, CA, US

San Francisco, CA, US

Oakland, California, US

The busy few have to wear many hats to run a small Broker-Dealer.Managing the home office (and branch offices as we grew) gave me first hand experience building-out different systems. In most cases, I had to figure out (from scratch) how to best do something, then lay out a blueprint for others to follow.I'm proud to have to put together our first customer.

Folks on the ABA-PTL mailing list reached out for administrative support with printed materials. I volunteered, and assisted with layout and typesetting for their event guide.Heckerling's annual conferences are the biggest gathering of estate planning professionals in the country. How cool is it that I got to help out?

I conducted client interviews and kept in touch with them throughout the process. I prepared documents in WealthDocs for attorney revue. Only after completing WealthDocs training did I better understand the legal and tax significance of different provisions. I prepared mock fiduciary tax returns for internal use, then supported the fiduciaries chosen.

Ampang, Selangor, MY

Meridian was early in pioneering the delivery of real-time remote sensing data to corporate customers over the Internet. We used on-premise equipment that were assembled-to-spec and installed on vessels by our team-members. Microcontrollers on these remote vessels feed sensor data to us using Inmarsat-C radios. That data is cleaned up and stored in a.

I certainly wasn't the most qualified candidate, but I got the job anyway for being a huge fan of Deming's work.While I was hired to support with the staffs' calendars, events, and travel, I got to do a lot more. The staff graciously shared the details of their projects and their ongoing progress.I left with a strong understanding on how to track.