Executive Summary Of Angela L. Kennedy's Simplicity Financial Services, LLC

Decent Essays
Angela L. Kennedy, is the owner of Simplicity Financial Services, LLC she has been in the real estate/ finances industry for well over 20 years. She is passionate about both industries, right before the economic turn down; she saw the market trends changing and decided to seek a BA in Finance with a specialty in Financial Planning. She feels by blending both industries together, it allows her company to better meet the needs of her

Related Documents

  • Improved Essays

    Reed's Inc. Case Study

    • 322 Words
    • 2 Pages

    Reed’s products are sold in small shopping markets through specialty gourmet vendors, natural food stores, retail stores, convenience stores, restaurants, and select international markets. Reed’s gained 1% of their revenue through Asia, Canada, and Europe. Looking at this number you can predict that there might be potential to grow overseas especially in markets where tea and herbal drinks are popular. Reed’s Inc. has also benefited from the use of bottling beverages under private labels. The company bottles beverages under the MARTINELLI’s and the Izzie name.…

    • 322 Words
    • 2 Pages
    Improved Essays
  • Improved Essays

    Better Beginnings, LLC is a full-service doula agency that is located in Saint Paul, Minnesota. Their services include nurturing of the new mother, infant feeding support, new baby care education, family adjustment, meal preparation, household care, and sibling care. Their doulas of Better Beginnings, LLC, Hallie Rogers, PCD(DONA), CLC and Karen Schultz, CD(DONA), CLEC are certified doulas through the Doulas of North America.…

    • 63 Words
    • 1 Pages
    Improved Essays
  • Improved Essays

    PennyMac Loan Services, LLC is required to have physical safeguarding controls in place to secure consumer, employee, and Company Sensitive Information and maintains an Information Security Policy to do so. All individuals granted physical access to any Licensee facility are provided a badge, and must scan their badge prior to entering the premises. Individuals who are not issued a badge must log-in with the Security Desk prior to entering a facility. All employees must maintain a Clean Workspace, which includes desks, computer screens, printers and printer rooms, mail bins, conference rooms, cubicles and offices. All employees must keep workspaces free and clear of any documentation containing Sensitive Information, maintain locked drawers…

    • 433 Words
    • 2 Pages
    Improved Essays
  • Decent Essays

    Honoree Cathy Jusino has strong ties to the Whitestone community both as a former resident and banking professional serving the needs of local residents and businesses. Cathy grew up in Whitestone and attended local schools. She began her financial services career nearly 16 years ago at Astoria Bank, as a part-time teller, gradually moving on to positions of increasing responsibility and leadership. As a Regional Manager for 15 Astoria Bank branches in Queens, Nassau and Westchester she managed branch operations to achieve high levels of performance, while helping to mentor and provide professional development for managers and staff.…

    • 237 Words
    • 1 Pages
    Decent Essays
  • Superior Essays

    Over the course of this semester, I read a book called The Magnolia Story, by Chip and Joanna Gaines. Chip and Joanna Gaines, as you may recognize their names from their hit HGTV show Fixer Upper, have become experts in the business industry. This is because they have spent most of their lives flipping, selling & remodeling houses, learning how to deal with income, saving and spending their profit, and running multiple businesses at once! They started their business, Magnolia homes, and have been remodeling homes for the past 15 years together. All while, Joanna had established her shop called the Magnolia Market where she sold retail home decor.…

    • 1532 Words
    • 7 Pages
    Superior Essays
  • Great Essays

    Individual Programs and Collaborations Many individual firms and state CPA boards are also pursuing diversity initiatives in the profession by collaborating with other groups of professional organizations. Many of these individual programs provide valuable insights that help minority youths to gain a glimpse into what a career in accounting and business could be like. (Ross) For example, NABA and PwC have created a partnership in order to create the Accounting Finance Pipeline Initiative. AFPI is a high school program focused on providing inner-city youth with the opportunity to excel in a post-secondary education of business related fields.…

    • 1384 Words
    • 6 Pages
    Great Essays
  • Improved Essays

    The problems & need that Dorothy & Lonnie in order is First a mental exam Housing assisting they live in a low housing and depends on the community might need to be changed. Family Therapy-They have kids sons that visit once in a while and a daughter that has no contact. doesn’t work because of her medical problems. She already gets disability so she wouldn’t need help in that area. Couples Therapy.…

    • 697 Words
    • 3 Pages
    Improved Essays
  • Great Essays

    Juan Alba, Director of College Board Membership Mobilization and Engagement moderates the 2015-2016 Counselor Webinar Series: College Financial Planning . The seminars provide college counselors encouragement and recommendations on ways to assist families with strategies to develop long term financial plans to ensure college completion. A summary of valuable information obtained from two titles, How to Help Low-Income Students Manage College Costs and Financial Aid For Middle Income Family follows.…

    • 1752 Words
    • 7 Pages
    Great Essays
  • Great Essays

    Edward Smith Job Interview

    • 2349 Words
    • 10 Pages

    For this assignment, I chose to interview Edward Smith. He is an attorney for the nation-wide law firm and is based out of Los Angeles, California. His specialties include over twenty-five years experience in complex litigation and multi-million dollar real estate deals. He graduated from the University of Colorado and the Doctor program from Hastings College. He has worked for a few different law firms since his graduation and was previously a partner in the firm based out of Pasadena, California.…

    • 2349 Words
    • 10 Pages
    Great Essays
  • Decent Essays

    Throughout three weeks of the course, numerous of professionals have come to speak and interact with us and I believe their presentation changed my life, by providing life lesson, advice, and exposure. Yanely Espinal presentation about credit and retirement saving birth my self-reflection process, which filled my mind full of thoughts about the future. It made me worried on the subject of how I will deal with my financial situation in the future. Asking myself how I can possibly manage a good credit score and money. Ms. Espinal exposure into the finance world was simply overwhelming, but the exposure got me thinking to plan ahead sooner than later.…

    • 262 Words
    • 2 Pages
    Decent Essays
  • Improved Essays

    David Leestma is a 21-year-old junior at Ferris State University in Big Rapids, Michigan. He graduated last 2012 with a bachelor’s degree in HVAC with no debt. David took a year off between High school and College because he was not sure what he wants to do for a career. Instead, he works at the café of Sam’s Club for $9 an hour. David got interested when he spent time with a mechanical engineer, who designed HVAC systems, so he decided to take it as his career.…

    • 414 Words
    • 2 Pages
    Improved Essays
  • Great Essays

    Edward Jones Project

    • 1202 Words
    • 5 Pages

    Edward Jones was founded by Edward D. Jones Sr. in 1922 in St. Louis, Missouri to help individuals pursue their serious, long-term financial goals. Since then, Edward Jones has gained its success by taking a personal approach to business by believing in creating long-term relationships with clients. Today, Edward Jones is a leader in the financial services industry the firm serves nearly 7 million investors, is the largest partnership on Wall Street, and ranks #5 on the 2017 Fortune 100 Best Companies to Work For by Fortune Magazine. This spring, Edward Jones allowed 50 individuals from across the nation to learn about financial advising and cultivate communication and business skills through the Financial Advisor Spring Internship Program.…

    • 1202 Words
    • 5 Pages
    Great Essays
  • Improved Essays

    Student Debt In America

    • 239 Words
    • 1 Pages

    Over the years, student debt has accumulated uncontrollably and has affected millions of Americans. While the goal of attending college is to prepare oneself to be successful after school, many college graduates are restrained from doing so. Making big purchases becomes scary to people who are burdened with debt – people like college graduates who are looking for a place to call home. Not only does the housing market become affected negatively, but so does the job market. With many college graduates unable to find jobs well-suited for the degree they earned, and with the amount of debt they accrued, young adults are left to find jobs that allow them to pay off debt and other bills.…

    • 239 Words
    • 1 Pages
    Improved Essays
  • Improved Essays

    Debra Horton is the founder and owner of Learning to Know daycare. She has spent her life and career dedicated to early childhood education, and this devotion shows through the success and prosperity of the businesses she owns and manages. Learning to Know is a daycare center with multiple locations in Clifton Park and Saratoga Springs. Originally founded in 2011 in Clifton Park, it has expanded throughout the years and maintained its reputation as a safe and loving educational environment for young children.…

    • 587 Words
    • 3 Pages
    Improved Essays
  • Superior Essays

    Robert T. Kiyosaki and best friend Mike, spent their late childhood into their teen years doing the opposite of what all other children were doing on the weekends, or during their free time. Robert and Mike spent their time furthering their education, but not about knowledge geared toward typical school learning. They chose to learn about financial literacy. These boys worked for a genius in the financial field, commencing their journey to being financially literate. Beginning to work at this void of knowledge for the greater majority of americans at such a young age, set them up for greatness.…

    • 1049 Words
    • 5 Pages
    Superior Essays