Steve Smith

Cost Recovery Advisor @Equis Financial

Chapel Hill, NC, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Mar 2013 — Present

Cost Recovery Advisor @Equis Financial

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Creating Cash Flow Is What We do\" CORE Solutions Group, LLC is one of the nation\'s leading cost recovery consulting firms specializing in engineering- based cost segregation studies, property tax recovery, research & development tax credits, sustainable building energy studies and retrofits, and Green Guarantee funding programs. The CORE group is comprised of highly credentialed Tax Professionals, Attorneys, Appraisers, Engineers and Commercial Building Consultants with over 75 years of combined experience. Our mission is to deliver the most reliable and comprehensive engineering based cost recovery programs for the commercial building industry that improves cash flow and results in the highest return on investment for our nationwide clients. To date, we have saved our clients over and counting.To find out more about our programs and how you can potentially recover some of your costs, contact me at (80••••••78.

EDUCATION

1975 — 1980

The University of North Carolina at Chapel Hill

BA, Chemistry/Economics

1980 — 1982

Emory University

MBA, Finance/Marketing

SKILLS

Wealth AccumulationFinancial RiskAsset ManagementFixed IncomePortfolio ManagementLoansSecuritiesManagement ConsultingTradingWealth Management ServicesWealth Accumulation StrategiesCapital MarketsSeries 7StrategyInvestmentsEquitiesInsuranceBusiness DevelopmentWealth Preservation PlanningWealth ManagementSeries 63Due DiligenceDerivativesFinancial AnalysisConsultingMutual FundsRisk ManagementAlternative InvestmentsRetirement PlanningAsset ManagmentCreditFinancial ModelingManagementStrategic PlanningMulti-Generational Wealth Transfer

ABOUT STEVE SMITH

Wealth Management Consulting Advisor Connect with me using: …

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