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ursulaauger77

Ursula A

@ursulaauger77

Financial Planner and Portfolio Manager

Vereinigte Staaten
Spanisch, Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a financial planner and senior portfolio manager with nearly 25 years of experience serving high-net-worth individuals. I find joy in solving complex financial puzzles to help clients achieve independence, specializing in analytical work, investment policy statements, and scenario analysis. I am fluent in Spanish and excel at optimizing team efficiency through system integrations and workflow management.... Mehr lesen

Kompetenzen

u
ursulaauger77
Ursula A
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

Beratung zum Ruhestand
I will create financial plans and excel analysis
Ab100 $ / ProjektWeitere Details

Portfolio

Arbeitserfahrung

Tobias_Financial Advisors

Wealth Advisor

Tobias Financial Advisors • Vollzeit

Jan 2026 - Sep 2026 • 8 mos

Presented and prepared tax reviews using Holistiplan focusing on making investments more tax efficient. Developed personalized investment policy statements considering risk tolerance and cash requirements. Created comprehensive financial plans and asset allocation using Money Guide Pro considering clients' goals, family situation, and unique circumstances Coordinated with attorneys with input for estate plans to reflect client wishes with a focus on asset protection. Researched private investments for clients including Delaware Statutory Trusts to be used in a 1031 exchange

Test_Company

Society Executive Director

Test Company • Selbstständig

Jan 2016 - Jun 2026 • 10 yrs 5 mos

Society Executive Director (August 2019 - June 2026) Maintained QuickBooks online and prepared non audited financial reports for board meetings Oversaw process to get annual funding for the Society Supervised Society Administrator and coordinated task completion Supported directors reaching out in membership renewal or recruitment campaigns Prior Position - Society Administrator (January 2016 - August 2019) Managed the Society's website and social media accounts Promoted events and member benefits Maintained Society databases of job listings, volunteers, and local members Provided organizational and operational support to the board

Keating_Investment Management

Portfolio Manager

Keating Investment Management • Vollzeit

Apr 2018 - Nov 2025 • 7 yrs 7 mos

Supported onboarding and retention of 22 households transferred from a state-owned firm Incorporated retirement planning, estate planning, and outside assets in client reviews and investment policy statements expanding assets under management Implemented new trading system and updated reporting system for faster and more accurate reporting Reviewed portfolios, research, and proposed investments consistent with value investing Oversaw implementation of Fin Tech for the firm (e.g. Salesforce, Trading System, Reporting, Portfolio Management System) Implemented compliance program and maintained SEC filings including Form ADV, Form 13F, and Form N-PX Supported launch of Keating Active ETF including coordination of logistics for a tax-free exchange