Saliq Khan 1 Page Bio
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Practice Advisory Broker Dealer Research Succession Planning Transition Advisory Saliq Jamil Khan, CRPC® Saliq Jamil Khan, CRPC® Director of Research 34 Greenacre Avenue Longmeadow, MA 01106 Direct: 614.975.6312 Fax: 813.944.6312 [email protected] http://www.finetoothconsulting.com PROFESSIONAL EXPERIENCE AND BACKGROUND Saliq is the Director of Research for Finetooth Consulting and joined the firm in 2009. One of his principal responsibilities entail working with Broker Dealer firms in obtaining information required to better serve our clients, Financial Advisors. The data is strategically analyzed to confirm suitability and to provide feedback to B/D and RIA partners. Saliq supports our clients by providing research on the investment management industry and performing competitive firm analysis. He is actively building the research and analytics efforts of Finetooth Consulting in order to better cater to the needs of the investment management industry. Prior to joining Finetooth Consulting, Saliq was a Chartered Retirement Planning Counselor with Merrill Lynch where he worked with high net worth clients to better position their investment portfolios. Saliq began his financial services career at Citigroup Smith Barney (now, Morgan Stanley Smith Barney) in Chicago as a Wealth Management Intern. EDUCATION • BS – Finance Indiana University – Kelley School of Business • Chartered Retirement Planning Counselor, CRPC® • Series 7 – General Securities Representative • Series 66 - Combined Investment Advisory Agent & Uniform State Exam • Life, Health & Variable Annuities Insurance Licensed ASSOCIATIONS • National Center for Urban Solutions (NCUS) Financial Instructor FIRM DEDICATION Finetooth Consulting has developed a unique consultative approach to market research and business execution. This niche strategy, coupled with our retail and corporate background in the Broker- Dealer space assures our clients of a solid business transition. Our goal is to develop profitable business solutions for Financial Advisors & Registered Investment Advisors.
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Transcript of Saliq Khan 1 Page Bio
Practice Advisory Broker Dealer Research Succession PlanningTransition Advisory
Saliq Jamil Khan, CRPC®Saliq Jamil Khan, CRPC®Director of Research34 Greenacre AvenueLongmeadow, MA 01106Direct: 614.975.6312Fax: [email protected]://www.finetoothconsulting.com
PROFESSIONAL EXPERIENCE AND BACKGROUND
Saliq is the Director of Research for Finetooth Consulting and joined the firm in 2009. One of his principal responsibilities entail working with Broker Dealer firms in obtaining information required to better serve our clients, Financial Advisors. The data is strategically analyzed to confirm suitability and to provide feedback to B/D and RIA partners. Saliq supports our clients by providing research on the investment management industry and performing competitive firm analysis. He is actively building the research and analytics efforts of Finetooth Consulting in order to better cater to the needs of the investment management industry.
Prior to joining Finetooth Consulting, Saliq was a Chartered Retirement Planning Counselor with Merrill Lynch where he workedwith high net worth clients to better position their investment portfolios. Saliq began his financial services career at Citigroup Smith Barney (now, Morgan Stanley Smith Barney) in Chicago as a WealthManagement Intern.
EDUCATION • BS – FinanceIndiana University – Kelley School of Business
• Chartered Retirement Planning Counselor, CRPC®
• Series 7 – General Securities Representative
• Series 66 - Combined Investment Advisory Agent & Uniform State Exam
• Life, Health & Variable Annuities Insurance Licensed
ASSOCIATIONS • National Center for Urban Solutions (NCUS) Financial Instructor
FIRM DEDICATION
Finetooth Consulting has developed a unique consultative approach to market research and business execution. This niche strategy, coupled with our retail and corporate background in the Broker-Dealer space assures our clients of a solid business transition. Our goal is to develop profitable business solutions for Financial Advisors & Registered Investment Advisors.
Transition Advisory
Practice Advisory
Broker Dealer Research
Succession Planning
The information provided within this presentation is a general overview of Finetooth Consulting capabilities. This is not an offer of any sort by Finetooth Consulting or an invitation to apply for any service. The information contained in this document is confidential and intended for the sole use of the individual to whom it is addressed. Any use of this material by outside parties is prohibited.
