Monica Reed
VP of Business Development and Operations at Ond Financial Solutions- Claim this Profile
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English Muttersprache oder zweisprachig
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Bio
Experience
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OND Financial Solutions
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United States
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Financial Services
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1 - 100 Employee
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VP of Business Development and Operations
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Okt. 2002 - –Heute
At OND Financial Solutions, we strive to help our clients realize their financial goals through the creation, accumulation, and preservation of their assets. We seek to provide the most appropriate strategies, products and services available to meet our clients’ specific needs. We help our clients think about what is most important to them in life, and we then guide them with the appropriate financial tools to help reach those goals. Our job is to walk through life with our clients, helping them wherever we can.Our team provides total financial needs analysis through a network of experienced professionals with expertise in:• Advisory services • Retirement analysis and programs• Estate strategies• Employee benefit and retention services • Business continuation strategies • Trust services Contact me today to schedule your consultation and together, we'll discuss your goals.
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Education
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University of Oklahoma
Bachelor, Liberal Arts and Sciences/Liberal Studies