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Al Kantra

Executive Vice President and Chief Operating Officer

Sequoia Financial Group

Cleveland, Ohio


Contact Information

Email
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Company Information

Company
Sequoia Financial Group
Industry
financial services
Employees
350.0
Seniority
C suite
Annual Revenue
25000000.0
Latest Funding
Private Equity

Technologies

Salesforce Outlook Microsoft Office 365 Amazon AWS Drupal Pardot Pantheon Atlassian Cloud Mobile Friendly Google Tag Manager WordPress.org Typekit Google Font API Circle Octane

Keywords

financial planning asset management estate & insurance planning family office services trustee support services retirement planning special needs financial planning wealth planning custom portfolio solutions investment research holistic financial planning fiduciary investment advisors tax efficiency estate planning risk management balancing investment goals executive compensation planning diverse asset classes tax minimization strategies financial goal setting legacy planning client communication data-driven investment approach personal financial guidance investment performance reporting collaborative wealth management high net-worth advisors customized financial solutions performance evaluation long-term wealth preservation independent wealth management financial education client-centric service succession planning portfolio diversification wealth continuum client trust & security investment strategy development compliance & regulatory support philanthropic planning financial technology integration family governance structure risk assessment techniques alternative investment strategies client relationship management investment analysis & insights proactive financial strategy special needs planning generational wealth transfer independent financial advice comprehensive financial planning wealth management expertise personalized wealth solutions law practice legal services

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