Senior Managing Director First Foundation
Advise clients on financial plans using knowledge of tax and investment strategies, securities, insurance, pension plans, and real estate. Duties include assessing clients' assets, liabilities, cash flow, insurance coverage, tax status, and financial objectives.
“I would not be here if it wasn’t for the people who pulled me up”
- Who Are You and What Do You Do?
- What Is Your Typical Day Like?
- What Do You Like About Your Job?
- What Do You Dislike About Your Job?
- What Education Is Required?
- What Career Advice Would You Give?
- How Much Do You Earn?
- What Is Your Story/How Did You Get Here?
- Have you ever experienced discrimination in your career?