Monica Reed

VP of Business Development and Operations at Ond Financial Solutions
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
Tulsa, Oklahoma, Vereinigte Staaten von Amerika
Languages
  • English Muttersprache oder zweisprachig

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • VP of Business Development and Operations
      • 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.

Education

  • University of Oklahoma
    Bachelor, Liberal Arts and Sciences/Liberal Studies
    1996 - 2002

Community

You need to have a working account to view this content. Click here to join now