Thomas Balistreri
Financial Consultant at Equitable Advisors
- Role
- Senior Financial Advisor at Equitable Advisors
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Thomas Balistreri
As a Financial Advisor with Equitable Advisors, I can provide assistance on a range of…
Experience
Senior Financial Advisor
Jun 2023 — Present · San Francisco, CA, US
Skills
- Competitive Analysis
- Wealth
- Budgeting
- Financial Analysis
- Business Planning
- Strategy
- Cross-Functional Team Leadership
- Life Insurance
- Business Development
- Financial Planning
- Financial Reporting
- Pricing
- Financial Modeling
- Investments
- Restructuring
- Mergers & Acquisitions
- Acquisition Integration
- Start-Ups
- Estate Planning
- Financial Advisory
- Strategic Planning
- Fixed Annuities
- Business Process Improvement
- Financial Planners
- Health Insurance
- Retirement Planning
- Business Strategy
- Accounting
- Auditing
- Due Diligence
- P&L Management
- Consumer Products
- Managerial Finance
- Finance
- Investment Advisory
- Income Statement
- Securities
- Insurance
- Corporate Finance
- Internal Audit
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