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Providing services: Financial Accounting, Accounting, Tax Preparation, Commercial Real Estate, Divorce Law, Estate Planning Law, Criminal Defense Law, Commercial Insurance, Family Law
Summary: Experienced Information Technology Recruiter with a demonstrated history of working in the information technology and services industry. Skilled in Technical Recruiting, Sourcing, Screening, Benefits Negotiation, and IT Recruitment. Strong human resources professional with a Bachelor's degree focused in Computer Science from Osmania University.
Providing services: Commercial Real Estate, Real Estate, Title Insurance, Notary
Providing services: Health Insurance, Healthcare Consulting, Public Speaking
Summary: Resume
Providing services: Insurance, Retirement Planning, Leadership Development, Financial Consulting, Auto Insurance, Commercial Insurance, Homeowners Insurance, Life Insurance, Small Business Insurance
Summary: Meet Janet - the incredible COO of Liberation Stars Financial Services! With over 100 top-rated companies to partner with, she is dedicated to helping individuals, families, business owners, and the entire community in a variety of areas, such as life insurance, fixed index annuities, long-term care, college savings, retirement planning, and more. Not only that, she can even match you with other service providers for your personal and commercial needs, like vehicles, mortgages, and pet insurance. Janet's passion for helping others started in the healthcare system, where she rose to a leadership position and mentored others. Now, as a financial expert, she is committed to ensuring that no family is left behind, and she wants to empower you towards financial freedom and success. But Janet's talents don't stop there - in her leisure time, she loves to read, dance, travel, and mentor others. So, don't wait any longer - connect with Janet today and let her simplify your financial needs, so you can live the life you've always dreamed of!
Providing services: Wealth Management, Retirement Planning, Small Business Insurance, Life Insurance, Financial Advisory, Mortgage Lending, Financial Consulting, Financial Planning, Business Consulting, Commercial Lending
Summary: As a Private Wealth Mgr, I oversee and manage the financial affairs for professionals in the finance, technology, real estate, healthcare, and entrepreneurial fields. Many of my clients are growing families, women, retirees, executives, and entrepreneurs in 15 states. My practice provides a hands on relationship, sound guidance, and customized strategies using a team based approach with clients and their outside trusted advisors. My team and I focus on offering an unbiased, comprehensive approach to managing wealth that begins with listening to a client’s needs and helping to ensure every strategy is grounded in understanding what each client wants to achieve. We provide access to proprietary investment insights and the financing convenience through our partners at Charles Schwab, LPL Financial, Citigroup Private Bank, Vanguard, Interactive Brokers, & Rocket Mortgage to help address the various investing and lending aspects of our clients’ financial lives. I am driven by my passion for delivering excellent service and helping clients pursue their goals. Connect with me and see how we could be of help to your future! Kelly Lawrence, Sr. Private Wealth Mgr 704.370.9251 - local klawrence@noblebridgewealth.com Book me on your calendar:: https://calendly.com/klawrence-7/15min 866.798.0354 ext 5012 www.nbwm-carolinas.com
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Providing services: Health Insurance, Life Insurance, Small Business Insurance, Insurance
Providing services: Health Insurance, Auto Insurance, Life Insurance, Homeowners Insurance, Commercial Insurance
Summary: Richard Latorre serves as President of Latorre Insurance, a leading independent insurance brokerage headquartered in Charlotte, NC. He established the full-service insurance firm in 2003, and since then the company and its team of property, liability, health and life insurance agents, consultants and customer care specialists have served the insurance needs of thousands of clients in the Carolinas. Latorre Insurance maintains multiple offices in North Carolina including Charlotte, Greensboro, and Raleigh. By leveraging the customer centric focus and multilingual capabilities of his team, which include English, Spanish and Portuguese, Richard has positioned Latorre Insurance as a premier insurance brokerage in the Carolinas serving the general market as well as the region's rapidly growing international segments. In addition to personal insurance, the firm helps insure and manage the risks of various types of complex commercial operations and has a growing presence in life insurance and group benefits. After earning an M.B.A. from Florida Atlantic University, and prior to launching Latorre Insurance, Richard worked in international sales and marketing for Sony Corporation working in most countries in the Americas. He has extensive experience in leadership, entrepreneurship, and business development. Richard has served on the board of directors and/or as board president of various nonprofit organizations including the Home Builders Association of Greater Charlotte, CAGC Foundation, Arts & Science Council, Boy Scouts of America Mecklenburg County Council, The Latin American Coalition and The Hispanic Contractors Association of the Carolinas. He maintains a strong degree of community involvement and is a supporter of several social and educational causes.
Providing services: Auto Insurance, Customer Service, Data Reporting, Online Research, Research Skills, Strategic Planning, Technical Support, Leadership Development, Change Management, Interview Preparation
Summary: Process improver with direct report people management and development experience. Passion for customer experience/journey. Provides subject matter expertise and strategic guidance to internal and external customers to resolve issues quickly and efficiently. Ability to influence change by making quick fact-based decisions. The ability to work in a team environment or as an individual contributor, self-motivated, proactive & focused professional.
Providing services: Business Analytics, Financial Analysis, Retirement Planning, Tax Preparation, Insurance, Data Recovery
Summary: Experienced Business and Financial Analyst | Expert in Financial Accounting & Management | Proficient in AWS & Website Management Services
Navigating the complexities of insurance on your own can prove daunting, whether you’re seeking out the best plans for yourself and your family, or for the employees at your business. With myriad options, and sub-categories of each, you may find yourself with more questions than answers.
That’s where independent insurance agents and brokers can prove invaluable, providing information and guidance to help find the best fit. Below are just some of the most popular types of insurance to discuss with your local insurance agent…