Edgar
Chief Financial Officer at Ehleph Energy Exploration, LLC
- Role
- Senior Associate at World Financial Group (WFG)
- Location
- Tyler, TX, US
- LinkedIn followers
- 500 followers
About Edgar
Senior-level finance executive with extensive experience in the petroleum and chemical…
Experience
Senior Associate
Jul 2010 — Present
My charter with World Financial Group is to develop a financial services business in Sugar Land, Texas that seeks to help middle class individuals and families create and build wealth to have a secure financial future. We seek to help individuals and families de-risk their lives by protecting them from the twin concerns of either dying too young or living too long. We help individuals and families achieve these objectives by helping them levergarte the power of basic financial concepts so they can make wise choices with their money. The ultimate objective is to help individuals and families build wealth in a way that will allow them to achieve a tax free retirement. World Financial Group is the U.S. marketing arm of the 500 billion Euro Dutch-based Aegon group of companies and is closely affiliated with Transamerica in the Uinted States. World Financial Group is an independent, non captive broker-dealer which represents the 40 to 50 most financially-sophisticated financial service organizations in the U.S, and it consults on a full range of financial services including traditional IRA\'s, Roth IRA\'s, pension plans, mutual funds, fixed and variable annuities, 529 plans, and risk management products. As a result of its access to a broad provider network and product scope, World Financial Group is uniquely suited to offer the most cutting-edge, cost-effective, tailor-made financial solutions for its clients.
Education
The University of Chicago Booth School of Business
MBA, Finance/International Business
1972 — 1974
The Fletcher School at Tufts University
MA, International Economics/ International Law
1969 — 1970
Ripon College
BA, History and German; Economics minor
1965 — 1969
Skills
- Private Equity
- Valuation
- Leadership
- Auditing
- Economics
- Treasury
- Financial Analysis
- Mergers & Acquisitions
- Investor Relations
- Entrepreneurship
- Investments
- Ifrs
- Internal Controls
- Negotiation
- Due Diligence
- Corporate Finance
- Financial Modeling
- Tax
- Analytical Skills
- Strategy
- Cash Management
- Financial Reporting
- Innovative Financial Solutions
- Managerial Finance
- Management Consulting
- Discipleship
- Working Capital Management
- Management
- Strategic Financial Planning
- Strategic Planning
- Executive Management
- Sarbanes-Oxley Act
- Business Planning
- Treasury Management
- Mergers
- Exceptional Analytical Ability
- Contract Negotiation
- Start-Ups
- Insurance
- Banking
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.