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Tag: Investment Planning

Bunmi Oshodi: Strategic Financial Leader Driving Business Growth and Operational Excellence

Bunmi Oshodi is a dynamic financial leader with over a decade of experience in strategy, management, and finance, consistently delivering customer-centric solutions that drive profitability, revenue growth, and operational excellence. With a strong ability to identify opportunities, optimize financial performance, and implement data-driven strategies, he has successfully led high-impact initiatives across multiple industries. His expertise in market research, program management, and cross-functional collaboration enables him to develop and execute strategic financial plans that align with business objectives. A proven leader in financial operations, Bunmi is committed to fostering innovation, driving efficiency, and creating sustainable value for organizations.

Tim Rooney: Guiding Financial Success with Integrity, Strategy and Experience.

I’m excited to share my professional journey, spanning over 36 years in finance, investment management, and leadership. From guiding clients through wealth-building strategies to mentoring young professionals and serving on various boards, my career has been driven by a passion for helping others succeed. Here is my biography.

Laurence B. Turell: Pioneering Financial Strategist Empowering Business Owners

Larry Turell is a seasoned financial strategist dedicated to helping business owners optimize employee benefits, protect personal assets, and achieve long-term financial stability. With over 30 years of experience, he specializes in restructuring benefits programs, implementing tax-efficient strategies, and enhancing employee retention through customized financial solutions. As a Financial Representative at National Financial Network and President of Customized Consulting Services, Larry has built a reputation for providing clear, strategic guidance that empowers business owners to focus on their passion while strengthening their financial foundation. His expertise, combined with a strong background in communication, allows him to simplify complex financial concepts, making him a trusted advisor for businesses looking to create sustainable growth and financial wellness for their teams.