Bielan Consulting, LLC
Financial Services - , ,
Bielan Consulting, LLC Employees
Bielan Consulting, LLC Details
With fee income at a premium, profitable growth in the investment and insurance industries are becoming increasingly important. At Bielan Consulting, I bring first-hand experience having performed leadership roles in two of the ten largest banks. For the investment executive, I have an intimate understanding of your needs and how to accomplish them. Use my unique knowledge to take an objective view of your business to ensure that you are getting the optimum yield on your investment and insurance opportunities.Most commonly requested areas of work include:• Complete investment program review,• Establishing a broker/dealer and registered investment adviser (RIA),• Insurance expansion and integration,• Organization structure and role definition,• Incentive plan design,• Platform program development and• Clearing firm evaluation and selection.
