Patricia F. Raskob once wondered how she could help people to realize and go after their dreams. Her eventual answer was opening Raskob Kambourian Financial Advisors, a fee-only life-planning firm that offers assistance in devising business plans for startups, as well as retirement planning and pension design, among other services. Ms. Raskob undertook this endeavor after working on a hospital board. She created the Catholic … Continue reading Patricia F. Raskob
Highly accomplished in the financial industry, Pedro Antelo has spent the past two decades honing his skills. He began his career as an auditor for Moore & Stephens, and three years later, he joined Portugal Telecom International as its group financial controller. In 1996, Mr. Antelo became the director of finance and planning for Maxitel Services and Telecommunications Management, and in 2001, he served as … Continue reading Pedro Antelo
Sharon A. Burt has only been with OneAmerica Retirement Services LLC for one year, but she has already carved out a place for herself within the company. As the Manager of Consulting Services for this financial planning organization, Ms. Burt is astute when it comes to overseeing the ERISA compliance unit, handling the legal documents for retirement plans, reporting finances to the government and consulting … Continue reading Sharon A. Burt
Hardworking and dedicated, Mark Fine served as a financial advisor for Merrill Lynch — a position from which he is now retired. One of the world’s leading financial management and advisory companies, Merrill Lynch provides top-notch financial advice and investment banking services. Throughout the course of his impressive career, which spanned more than four decades, Mr. Fine strove to maintain a standard of excellence that … Continue reading Mark E. Fine
“You can have your cake! And eat it, too,” exclaims Ram S. Tak via his LinkedIn profile. The chairman and CEO of Insights Strategies International, Mr. Tak utilizes his 25 years of experience with retirement and estate planning to provide a vast range of financial services for clients. When working with a client, he analyzes various benefits, and insurance and retirement plans via phone. He also … Continue reading Ram S. Tak
Nathaly Gagnon is a financial planner at Investors Group Securities Inc., a financial planning company that offers clients services regarding investments, financial planning, stocks, mutual funds and bonds, as well as insurance. Since joining the company in 1997, Dr. Gagnon has established herself as an integral member of the organization. Her responsibilities include creating comprehensive financial plans based on a client’s values while taking into … Continue reading Nathaly Gagnon
Mr. Blakney is a proactive business partner and skilled financial manager with expertise in accounting and working capital management. Since 2011, he has served as manager of the financial planning and analysis division of Dental Images Technologies Corporation, formally known as Imaging Sciences International, LLC. Mr. Blakney is trusted to oversee the forecasting process and resolve operational accounting issues for the company, which is a … Continue reading Michael Blakney
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