Saxon Financial James E Hatch James Mazur
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Saxon Financial James E Hatch James Mazur Title: A Study in Quality At Saxon Financial, we provide superior quality in our products, services, and solutions. Our core competencies are: 1. Quality management 2. Customer service 3. Product innovation Our core values are: 1. Respect for people, and customers 2. Innovation 3. Transparency and accountability We are committed to continuously improving our products and services by
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My name is Saxon Financial James E Hatch James Mazur, and I am a Certified Financial Planner with over 15 years of experience in wealth management. In my role, I help clients achieve their financial goals and build wealth through a variety of customized strategies. In this case study, I will focus on my work with Saxon Financial, which I first joined as a consultant in 2015. Saxon Financial is a wealth management firm that has been serving clients in the Greater Philadelphia area
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I have been working as a financial analyst at Saxon Financial since June, 2012. It is an international firm that provides equity research and investment banking services to corporate clients. My job requires a great deal of research and analysis, and my work often leads to complex portfolio management decisions. One project that stands out to me is my work on the client’s long-term portfolio. I spent several weeks conducting thorough market analysis and comparing the client’s current portfolio to a benchmark portfolio. The findings were clear