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- About Me:
- I am employed as a Financial Consultant in Palm Beach County FL. My interest include environmentalism ,politics,tax policy and local sports
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© 2010 Created by Sharon Drew Morgen on Ning. Create a Ning Network!
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How do you incorporate your interests with your client work?
And, what is it about decision making that excites you?
Btw i used to be a financial consultant with hutton/shearson in the 80s (when they were EFHutton). I've also trained Morgan Stanley, Wachovia, Mellon-Dryfus, William Blair & Co, First National Bank of Nevada, and Gjensidjie (sp?) bank in Oslo. So i'm familiar with a lot of the issues that you're dealing with.
Do you use any collaborative decision making models to help your customers decide?