Clare Hare
Senior Vice President, Financial Planning (Advisor) at Hackmann Wealth Partners
- Role
- Senior Vice President, Financial Planning Mba at Hackmann Wealth Partners
- Location
- Darien, CT, US
- LinkedIn followers
- 500 followers
Experience
Senior Vice President, Financial Planning Mba
Aug 2019 — Present · Stamford, CT, US
Provide wealth advisory services to individuals to meet financial planning objectives. Develop comprehensive financial plans and portfolio reviews. Use fintech software to creatively model different market scenarios. Actively solicit new clients and bring in AUM. Series 65 licensed and IAR of Brookstone Capital Management. Perform live and prerecorded radio segments on financial issues and state of the market.
Education
Brown University
B. S.
The University of Chicago - Booth School of Business
MBA
Skills
- Strategy
- Problem Solving
- Business Planning
- Operations Management
- Writing
- Word
- Business Development
- Financial Modeling
- Research
- Accounting
- Consulting
- Leadership
- New Business Development
- French
- Start-Ups
- Fundraising
- Marketing Strategy
- Marketing
- Microsoft Office
- Valuation
- Budgets
- Mergers & Acquisitions
- Entrepreneurship
- Market Research
- Strategic Planning
- Change Management
- Team Building
- Management
- Excel
- Management Consulting
- Public Speaking
- P&L Management
- Business Strategy
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