Roee Shukron Email and Phone Number
Hello,My name is Roee Shukron. I am the CEO and co-owner of πππ§ππ‘π¦ππ«π€ π π’π§ππ§ππ’ππ₯ πππ«π―π’πππ¬.With over a decade of experience in the financial industry, I focus on helping successful business owners, busy executives, and high net-worth families by simplifying the complexity of their financial lives.ππ πππππππI define it by my ability to connect the dots of your financial map while constantly looking at the big picture.ππππ π ππI help people make progress and reach their goals through holistic and comprehensive wealth management. I act as a financial quarterback to provide a clear action plan for all areas of your financial life so that you can focus more of your time and energy on the things that matter most to you.ππ ππππMy financial planning team and I create individualized, evidence-based, comprehensive plans so my clients can live the life they want now, while also being comfortable knowing they can retire on their terms. By using the most innovative tech systems and products, we are structuring and creating one holistic financial plan and portfolio that is adjusted for your own special needs and that considered and corresponds with the big four disciplines of financial planning - free money investment, pension planning, tax and risk management.β We currently advise and manage over 1π$ of private and corporate investorsπππππππ ππFeel free to approach me at roee@benchmark-ins.co.il
Benchmark Financial Services
View- Website:
- benchmarkfinancialservices.com
- Employees:
- 2
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CeoBenchmark Financial Services 2017 - PresentIsraelAt benchmark financial services we care about your future because we care about you. Through comprehensive financial planning and sound, ongoing financial education, advice, and support, we meet individuals, families, and businesses where they are today and help take them to where they want to go.We Provide financial and pension services to private clients and organizations.As part of my position, I manage 8 professional staff members and 6 financial planners, pension agents, accountants, and retirement consultants who provide investment management support services. The total assets managed by us are greater than 3 billion NIS.Specialization in other areas:Cashflow management, financing, marketing, building a business plan, fund raising, Bizdev and more. -
Vp Marketing & RetentionTirosh Family Office 2015 - 2017IsraelI managed the sales and customer retention teams.Managing a team of pension agents and financial planners.In addition, I managed the customer relations department. The role included managing the organization's sales strategy, creating annual work plans, managing budgets, and implementing advanced technology systems in the company, while working with institutional bodies.In this role I reported directly to the CEO of the company.
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Sales ManagerPsagot Investment House 2013 - 2015Coached employees in successful selling methods and encouraged cross-selling to drive revenue.Identified, hired, and trained highly qualified staff by teaching best practices, procedures, and sales strategies. Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base. Improved sales processes to streamline customer acquisition and onboarding strategies. Increased monthly revenue by 30% and exceeded goals for sales, and profit margins. -
Sales Team LeadYedioth Ahronoth 2009 - 2012IsraelManaging a team of 20 sales representatives
Roee Shukron Education Details
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Finance And Financial Management Services -
Business Administration And Management, General
Frequently Asked Questions about Roee Shukron
What company does Roee Shukron work for?
Roee Shukron works for Benchmark Financial Services
What is Roee Shukron's role at the current company?
Roee Shukron's current role is Certified Financial Planner | CEO | I help individuals and companies achieve their financial goals FAST | husband & father.
What schools did Roee Shukron attend?
Roee Shukron attended Bar-Ilan University, Netanya Academic College.
Who are Roee Shukron's colleagues?
Roee Shukron's colleagues are Benchmark Financial Services, Asaf Gridish, Eden Gatenio, Banti Santra, Adi Roys.
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