Category: Financial Services

So You’re Interested In Investment Banking?

So you’re trying to pick a career, right? You’re mind is fumbling through so many options when you stumble upon the idea of investment banking. Great idea!
Be careful though. Many students go about making the same mistake. They set up interviews for themselves and go in unprepared. They figure they know what questions will be asked but when thrown a curve ball they freeze. Remember to research questions you will be asked in an interview. Also keep in mind that, once in investment banking, you won’t be pitching ideas to the CEO. As an entry level position, your job will include a lot of power point creations, compiling comp tabs and lastly, making pitch books.
If you are interested in investment banking still, it is advised to freshen up on Martin Lustgarten.
Martin is the CEO of Lustgarten Martin (which is his company). The company revolves around three involvement points;
The first is advising institutions, charitable firms, companies and more. Secondly, it caters to the sell side and the buy side. Lastly, it focuses on providing solid financial advice.
Martin grew up in the sunshine state of Florida. He strongly believes, as an investment banker, you must know the area(s) you are giving advice on inside and out.
With so much more about investment banking to learn, again, it is advised to always be prepared going further. Don’t forget either to get to know Mr. Martin Lustgarten a little more and you will be off to a great start with you’re new career choice! Follow Lustgarten on Instagram @mlustgarten to get a better idea of what he’s all about.

Richard Blair has transformed Wealth Solutions into a Leader in the Financial Industry

The financial market changes at astonishing rates. Providers of financial advisory services must strive to come up with innovative solutions. Wealth Solutions is an investment advisory company that conducts an intensive market research and offer dynamic and advanced investment solutions, which allow customers to tap into new market opportunities at a minimal risk. Wealth Solutions, Inc. specializes in the provision of personalized and complete financial planning advice to high net worth individuals, families, as well as owners of small businesses in Austin, Marble Falls, New Braunfels, Houston, Bastrop and other surrounding areas.

Services offered by Wealth Solutions

Retirement planning

Wealth Solutions thoroughly studies the financial status of clients before coming up with an effective retirement plan. The firm guides the customers throughout the goal setting process and equips them with skills for achieving their goals. The company can oversee the wealth distribution process in case the client dies.

Risk assessment and management

Wealth solutions guide investors in the establishment of successful business empires. The company analyzes the business concept and identifies areas of risk. It comes up with effective risk management plans that enable business owners to tap into new market opportunities, establish successful businesses, and enjoy maximum profits.

Financial Planning services

Financial planning touches directly on the life of clients. Wealth Solutions assist clients to come up with both short-term as well as long-term goals. Financial planning services include asset valuation, determination of liabilities, and evaluation of client’s financial status. Additionally, customers are guided on the best strategies of balancing between work and leisure.

An In-depth look into Richard Blair

Richard Blair is a prominent entrepreneur and a registered financial advisor who has an extensive experience of more than 20 years in the financial industry. He grew up in a family in which education was highly respected. Both his mother and grandmother had successful careers in the teaching profession. Richard gained a firsthand experience on how education can boost one’s confidence and Knowledge. Richard realized that he could use his academic knowledge to offer financial planning solutions and help people in making wise investment decisions.

Upon graduating from college, Richard ventured into the financial world in 1993. In 1999, he established an independent company, Wealth Solutions to offer unprejudiced and objective advice to his many clients. Currently, Richard specializes in the development of retirement plan on behalf of his customers. Over the years, Blair has perfected his experience and professional expertise in the field of retirement planning.

Learn more:

https://www.linkedin.com/in/richard-blair-bb6772108

https://datafox.com/wealth-solutions

Sanjay Shah’s Road Map For Success

Much has been written about many financial experts who have dropped out of their mainstream education and choosing investment arena or entrepreneurial work. Sanjay Shah is one of those people who has always wanted to win, who love the power that comes with running successful companies and who has always dreamed about finding the purpose of live. This information is for those individuals who want to make the next strategic move when it comes to investment or who simply want to know some of the things that Sanjay Shah did that made him climb to the highest corporate level, so they can evaluate their desire and professional skills to make it.

Sanjay Shah studied medicine during his college days but his interests were always inclined towards management and business. He has the perfect combination of abilities, behaviors and intelligence to lead a firm that would guarantee his advancement to the top executive tier. After earning degrees in business administration and working for many major financial companies, he started his own firm in investment banking. He went on to become the owner of more than a dozen companies including Solo Capital and a non-profit organization called autism rocks that serves the needs and treatment requirements of children suffering from autism as well as other neuro-development disorders. What his advice to many of his clients will do is point out their strengths and use insights to plan their ideal career at the level they are right now.

Sanjay Shah says he has had wonderful experience throughout his ventures and career, from start to finish, and he had only the highest trust for his business employees. Their insights, dedication, and sincere commitments to the advancement of his businesses in various financial sectors have made the creation of the legacy a joy. He is also grateful to all the generous contributors to his organization Autism Rocks and the continuous support of many celebrities to children’s care and treatment in hospitals, clinics and in-home centers. His family has always provided constant love and support while playing a vital role in his establishments and success.