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Roee Shukron is listed as Certified Financial Planner | CEO | I help individuals and companies achieve their financial goals FAST | husband & father at Benchmark Financial Services, a company with 2 employees, based in Israel, Israel, Israel. AeroLeads shows a matched LinkedIn profile for Roee Shukron.
Roee Shukron previously worked as CEO at Benchmark Financial Services and VP Marketing & Retention at Tirosh Family Office. Roee Shukron holds Master Of Business Administration - Mba, Finance And Financial Management Services from Bar-Ilan University.
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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
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Israel
At 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.
Israel
I 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.
Coached 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.
Other employees you can reach at benchmarkfinancialservices.com. View company contacts for 2 employees →
Benchmark Financial Services
Colleague at Benchmark Financial ServicesBelgaum, Karnataka, India, India
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Asaf Gridish
Colleague at Benchmark Financial ServicesPardesiyya, Center District, Israel, Israel
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BS
Banti Santra
Colleague at Benchmark Financial ServicesKolkata, West Bengal, India, India
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Eden Gatenio
Colleague at Benchmark Financial ServicesNetanya, Center District, Israel, Israel
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Adi Roys
Colleague at Benchmark Financial ServicesTel Aviv-Yafo, Tel Aviv District, Israel, Israel
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Roee Shukron works for Benchmark Financial Services.
Roee Shukron is listed as Certified Financial Planner | CEO | I help individuals and companies achieve their financial goals FAST | husband & father at Benchmark Financial Services.
Roee Shukron is based in Israel, Israel, Israel while working with Benchmark Financial Services.
Roee Shukron has worked for Benchmark Financial Services, Tirosh Family Office, Psagot Investment House, and Yedioth Ahronoth.
Roee Shukron's colleagues at Benchmark Financial Services include Benchmark Financial Services, Asaf Gridish, Banti Santra, Eden Gatenio, and Adi Roys.
You can use AeroLeads to view verified contact signals for Roee Shukron at Benchmark Financial Services, including work email, phone, and LinkedIn data when available.
Roee Shukron holds Master Of Business Administration - Mba, Finance And Financial Management Services from Bar-Ilan University.
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