Category Archives: Financial Leaders

Richard Blair Wealth Solutions

Published / by TheHI

In our current economic climate, there is a numerous amount of people throughout the nation who are searching for a resource that will provide them with the opportunity to develop a flowing and steady income, preserve their assets, and afford them the ability to pass on their legacy to future generations. Constantly working overtime during your youth does not necessarily guarantee fixed financial stability and savings at the age you are ready to retire. With active planning and successful investing, the right steps are taken to ensure proper financial growth. Richard Blair is a man who has the mindset that can satisfy the financial needs of the people as well as provide them with a financial plan for their future. Blair graduated college with a vision to help people from all walks of life attain financial freedom. With an esteemed financial background and his certifications in CAS, CES, RICP, and CFS, Blair’s vision was manifested in 1994 when he started his own independent investment advisory firm entitled Wealth Solutions. The company is based in Texas and offers wealth management, financial planning and retirement planning for individuals, families and small business owners whose goal is to eventually retire.

 

Richard Blair of Wealth Solutions had a vision that was directly honed by the work ethic of his grandmother, mother, and wife who were all teachers. From these influential women in his life, Blair witnessed the impact that teaching has on the knowledge and confidence of an an individual. Blair’s innate gift for finance coupled with his desire to help people allows him to asses a client’s present financial status and future retirement needs. A process called the Three Pillar Approach is a 3-step plan that serves as a financial roadmap designed to help clients avoid the common drawbacks they may experience. The approach implements strategic plans that identifies the client’s goals, strengths, risks, and opportunities for new growth along with providing short and long term investment strategies. It also addresses the client’s insurance needs. Through his proven approach, Blair bridges the gap between clients planning for retirement and their ability to afford their lifestyle while living out their retirement.

 

 

An Entrepreneurship Journey

Published / by TheHI

David Osio went to school in Latin America and Venezuela where he took an interest in banking law. He always rose from a mere employee to the helm of various organizations and the skills acquired propelled him to operating his businesses across different cities in the world. His effort and experience have gifted him handsomely.

In 1981, he joined OPED Enterprise where he was in charge of coffee exports. While in the company, he was appointed CEO. He exercised his skill and put the effort to make the organization better concerning achieving its goals. Later, he joined Letco Commercial Companies. He was responsible for structuring markets strategies that would fit the US market. It was his duty to develop programs that would guarantee success in the United States market. It was such an influential position in the organization. http://www.officialdavidosio.com/

It was until 1984 that he turned his back on Letco and focused his energies on International Banking Law. The same year, he joined Caracas’ MGO. While in MGO, he handled a myriad of corporate clients like Consolidated Bank and Ferro Corporation, among others. Later on, he developed the desire to focus on International banking law and after giving much thought, he settled for Banco Latino International. At BLI Miami, he increased client portfolio and stabilized the company. He was later appointed the Vice President of Banking Commercial.

In 1993, he was inspired to start his business and use the experience and skill he has acquired. He formed Davos Financial Group in Venezuela. It was the first of the kind in the country, and it focused on providing financial advice to banks and other organizations. Later, he acquired licenses to establish companies in other cities of the world. He settled in New York, Panama, Geneva, and Miami. The ability to have the unique clientele has developed his business from a national to an international platform. https://www.visualcv.com/davidosio

The success is supported by the fact that his companies undertake corporate social responsibility across the world. They have taken upon themselves to work with non-governmental organizations and impart culture on communities that seem to be losing track if their own. Also, they support other international foundations that help children have a successful life. The business has grown to be an empire headed by an icon who is well versed in business and international banking law. He understands the challenges of doing cross-border business and the regulations that come with it.

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Davos Real Estate Group Releases a Groundbreaking Real Estate Application

Published / by TheHI

David Osio, the Founder and Executive Director of Davos Financial Group, together with a group of other Directors such as Pablo Bausili and Gerard Gonzalez unveiled a new innovative mobile application. The new application dubbed, Davos CAP Calculator. Davos Real Estate Group launched the application with the intention of estimating the expected return on real estate investment for their customers.

The Davos CAP Calculator

For about six months, the Executive Director of Davos REG, Gerard Gonzalez, has been collaborating with Tecknolution on the development and design of the application. The tool factors in the expenses associated with a given real estate property in a bid to give out an estimation of the expected gain.

David Osio commended the Davos REG for the incredible effort in coming up with an application that was in line with the goals of the larger company. According to Osio, the new tool would allow the company to offer its clients proper financial guidance when planning to venture into the real estate market in the United States. http://www.prnewswire.com/news-releases/david-osio-and-his-executive-team-at-davos-real-estate-group-launch-its-new-real-estate-application-300288823.html

The app, which was released by Osio and his team of Directors, was made available on both Android and iOS devices. According to the management team behind the launch, the application marked the initial release of a series other complementary tools or applications. The additional tools are expected to have the ability to spot properties via a mobile device as well as help a client to forward various historical real estate details to his or her agent at Davos Real Estate Group. Clients will be in a position to do so via an interactive chat with their agents.

Davos Financial Group

Osio is in charge of the Davos Financial Group, which oversees the operations of other independent subsidiaries such as the Davos Real Estate Group (REG).He possesses a significant understanding of financial practices, which contributed significantly to founding an International financial group, the Davos Financial Group. Osio is an alumnus of the Catholic University Andres Bello in Venezuela where he attained his law degree. The institution is also credited for other major courses such as finance and banking.

Before founding the financial conglomerate, he attained further studies from IESA as well as the New York Institute of Finance. In these institutions, Osio studied banking and share portfolio management. His vast knowledge in financial and legal matters garnered him a managerial post in the Latino International Bank based in Miami (the Private banking division). Later in 1993, he decided to follow his own venture.

Ms Helane Morrison Determined To Clean Up The Dirt

Published / by TheHI / 1 Comment on Ms Helane Morrison Determined To Clean Up The Dirt

Helane Morrison started out as a journalist before entering the government service industry. Once she had a chance in the governmental sector, she has thrived to ensure that corruption is reduced tremendously while ensuring that the rights of the vulnerable are met. She is one of a kind who has high ethical integrity and the will to do what is right by following the rules.

There is a lot of soiled reputation among the business and finance enterprises that led Helane to work to expose corrupt brokers as she reforms the financial sector. Being in the industry for more than thirty years, she has stayed determined, incredibly charismatic and authoritative in making the changes needed.
In 2007, the global economic crisis challenged many people after their investments disappeared. Investors were wondering if their money was safe with the various institutions they were relying on for future use. This crisis unveiled fraud, bevvy of unhandled deals, as well as falsified records leading to collapse in stock markets, unemployment and the trust in various financial institutions, was lost. Individuals did not hesitate in liquidating their assets to gold instead.
As the 2016 presidential elections come closer, the economists, as well as the investors, are not relaxed. This is because the presidential race always has a toll on the economy and investors usually take hold of their assets, and this significantly slows down the stock market.
Due to the scandals and unrest caused in the financial sector, no security or faith could convince the investors. Additionally, the salary in today’s economy is making it difficult to attain the necessities hence investing has maintained its popularity as a way to accrue wealth.

The firm and untameable Ms Helane Morrison finished her degree in Journalism and continued with her Doctorate as she worked as the Editor in Chief of the law review of the University. She gained considerable experience working as the law clerk and within a short time she developed a passion for equality.
Helane was in charge of a team of a hundred employees who raised her position to full partner in 1991.
She had the power to protect individuals and organizations from fraud. She was in the position for eleven years, and her accomplishments were highly impressive. She was in charge of high-profile implementation actions. Her successes led her to be first Head of Commission and Regional Director (WS Journal article).
Helane Morrison knew how to balance her work with the rest of her life. She was on the boards of other top organizations. She was even awarded as the Most /influential Woman in the Bay Area Business.
To learn more about Helane’s professional accolades visit this link or to get the latest news on her life and career, visit the following site: https://www.crunchbase.com/person/helane-morrison#/entity