Atif Sakrani
- Role
- Wealth Management Advisor at TIAA
- Location
- Miami, FL, US
- LinkedIn followers
- 500 followers
About Atif Sakrani
Atif and his team is responsible for developing comprehensive strategies to help affluent…
Experience
Wealth Management Advisor
Oct 2013 — Present
Atif Sakrani is a Wealth Management Advisor with TIAA covering Miami and the surrounding cities. As a Wealth Management Advisor, Atif serves as the primary advisor and serves the financial needs for a select group of wealthy families, specializing in physicians and professors. As a trusted advisor for his clients, Atif is responsible for the coordination and delivery of an integrated, team-based approach to help his clients obtain life-time financial security. Atif and his team use a financial plan base to address his client\'s estate planning / wealth transfer, retirement planning, incapacity planning, risk management, and investment management needs.
Education
Florida International University
Bachelors, Biology
1993 — 1998
Florida International University - College of Business
Masters of Business Administration, MBA - Finance
2001 — 2003
Skills
- Relationship Management
- Consultative Selling
- Sales Management
- Investment Advisory
- Team Building
- Medicine
- Commercial Banking
- Team Management
- Estate Planning
- Teamwork
- High Net Worth Individuals
- Commercial Lending
- Finance
- Securities
- Wealth Management Services
- Insurance
- Strategic Financial Planning
- Physician Practice Management
- Small Business Lending
- Cash Management
- Loans
- Series 7
- Cross Selling
- Financial Services
- Risk Management
- Wealth Management
- Financial Analysis
- Business Development
- New Business Development
- Financial Planning
- Private Banking
- Retirement Planning
- Banking
- Financial Advisory
- Medical
- Consumer Lending
- Physicians
- Loan Origination
- Direct Sales
- Wealth
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