John D. Fries
- Role
- Financial Professional at Rethink Wealth
- Location
- Houston, TX, US
- LinkedIn followers
- 500 followers
Experience
Financial Professional
Sep 2024 — Present · Houston, TX, US
In my role as a Financial Professional at Rethink Wealth, I develop personalized financial strategies for high net worth individuals and underserved communities. By conducting in-depth financial analysis with my team, I identify opportunities for growth and risk mitigation. Collaborating with clients, I implement tailored investment portfolios and retirement plans, ensuring their financial goals are met.
Skills
- Mergers & Acquisitions
- Customer Relationship Management (Crm)
- Business Analysis
- Strategy
- Management
- Requirements Analysis
- Consulting
- Saas
- Software Development Life Cycle (Sdlc)
- Project Management
- Organizational Development
- Professional Services
- Software Project Management
- Crm
- Business Intelligence
- Sales Compensation
- Team Management
- Management Consulting
- Enterprise Software
- Leadership
- Sdlc
- Lead Generation
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