i2i Analytics |
Dan Keegan
dkeegan@i2ianalytics.com
www.i2ianalytics.com
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16093 Via Arroyo
San Lorenzo California, 94580
United States
Phone: 630-805-0727
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We are a professioanal strategy, analysis and consulting firm headquartered in the San Francisco
Bay area. i2iAnalytics teams specialists in wealth management, investment banking and portfolio management with derivative specialist
traders to design "out of the box"
solutions for individuals and families
with concentrated holdings.
Originally formed to serve Silicon Valley executives and entrepreneurs,
this combination of financial portfolio
and risk management was very successful
and has grown into a high-level consulting business.
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Cash Management, Consultants - General, Consultants - Small Business, Family Office, Financial / Investment Advisors, Wealth Management, Other (Concentrated Holding Specialists)
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Affluent Advisor Circles, Inc. |
Al Gregory
al@midwaytosuccess.com
http://www.midwaytosuccess.com
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PO Box 141
Annabella Utah, 84711
United States
Phone: 435-896-2896
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Search and recruitment firm in the wealth management and family office industries.
Also acts as a "bird dog" for potential mergers and acquisitions, and high-end joint ventures...both nationally and internationally.
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Executive Search / Recruitment, Family Office, Mergers & Acquisition Specialists, Wealth Management
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