Ali Khodadad
Financial & Marketing Enthusiast
- Role
- Head of Income Planning at Comprehensive Brokerage Services Llc
- Location
- Cincinnati, OH, US
- LinkedIn followers
- 500 followers
About Ali Khodadad
Finarketing” is a term I coined to merge my expertise in Finance and Marketing, reflecting 30 years of professional experience in these industries. My career has involved mastering financial trends, market analysis, and crafting marketing strategies that drive success—securing major contracts, launching products, and fostering client relationships. As a recognized industry expert, I’ve shared insights on topics like “Growing Advisors’ Asset Base by Exploring the Demographics of Future Investors” through media appearances and keynote speeches.In today’s regulated and competitive landscape, “Finarketing” represents a unique approach to navigating financial and marketing challenges. Let me help guide you through these evolving dynamics.
Experience
Head of Income Planning
Comprehensive Brokerage Services Llc
Jan 2026 — Present
Education
The Ohio State University
Bachelor of Science (BS), International Business
1988 — 1993
The American College of Financial Services
ChFC, CLU, Financial Planning and Services
2008 — 2009
Skills
- Chartered Financial Analyst
- 401k
- Retirement Planning
- Mutual Funds
- Series 7
- Ctm
- Retirement
- Fixed Annuities
- Chfc
- Variable Annuities
- Certified Financial Planner
- Wealth Management
- Clu
- Life Insurance
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.