With many years of experience in the financial community of Wall Street and beyond, and with very broad exposure to many facets, it became clear that the “silo” unique to each sector (i.e. Banking, Investing, Insurance, etc.) made for a difficult life for individuals. The layman and most professionals might get their arms around some aspects of the field, but to put it all together is more than arduous; it’s nearly impossible without dedicating a great deal of time and effort.
We will approach some of the topics in a manner befitting our audience, both the layman and the professional, in basic terms, as the opportunity or inclination presents itself.