Financial Services - Lake Mary, FL, US
Client Service Associate - JurisPrudent Deferral Solutions, LLC
Atlas Financial Partners is a boutique investment bank specializing in the optimization of deferred compensation plans and in the design, providing, and administration of stable value wraps. Atlas clients range from Fortune 100 banks and corporations to sole practitioner law firms. Our team has more than 100 years of combined industry experience, and includes seasoned experts in tax, accounting, capital markets, insurance, consulting, and asset management, from best-in-class firms like Goldman, Sachs & Co, JPMorgan, PriceWaterhouseCoopers, and The Newport Group.
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