PM
Prasad Mohan
Investment Advisor at Schechter
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Work Experience
Investment Advisor
Jul 2018 - Present · 6 years and 6 months
Financial Advisor
Sep 2016 - Jun 2018 · 1 years and 9 months
Banker Associate
Feb 2015 - Jul 2016 · 1 years and 5 months
Company Details
51-200 Employees
Schechter is a third-generation financial services firm based in Birmingham, MI. We advise wealthy families on financial matters, including institutional quality investment management, private capital and alternative investments, advanced life insurance planning, income and estate taxes, business succession and charitable giving. As an independent firm, we are not beholden to any bank or advisory platform. We pick investment opportunities that we believe can help our high-net-worth clients obtain their long-term goals. We have a team of investment specialists, estate planning attorneys, tax experts and financial planners based across the country.
Year Founded
1939
Social Media
LinkedinFacebookTwitter
Industry
Financial Services, Other Investment Pools and Funds, Finance and Insurance
HQ Location
111 E. Merrill Street Suite 400 Birmingham, Michigan 48009, US
Keywords
Investment Advisory ServicesAdvanced Life Insurance DesigLife Insurance Portfolio DesigWealth TransferCharitable PlanningRetirement PlanningBusiness Succession PlanningExecutive BenefitsPrivate Placement Life InsurancePremium Finance
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