SIVAPILLARISETTY.COM - Weekly Newsletter - 12/23/2024 - Scope of Financial Services.
Mr. Siva Pillarisetty
Investment Banking, Equity, Debt, Hybrid, and loans. Global Projects Funding, News & Blogs on Funding, etc.
MERRY CHRISTMAS 2024
Financial services encompass various industries and organizations providing financial assistance, guidance, and management to individuals, businesses, and governments. Here's a comprehensive overview:
Types of Financial Services
1. Banking: Deposits, loans, credit cards, and payment processing.
2. Investments: Brokerage, asset management, mutual funds, and hedge funds.
3. Insurance: Life, health, property, casualty, and reinsurance.
4. Wealth Management: Financial planning, estate planning, and retirement planning.
5. Financial Planning: Budgeting, savings, and investment advice.
6. Accounting: Tax preparation, auditing, and financial statement analysis.
7. Financial Advisory: Mergers, acquisitions, and corporate finance.
Financial Services Sectors
8. Retail Banking: Consumer banking services.
9. Corporate Banking: Business banking services.
10. Investment Banking: Capital markets, mergers, and acquisitions.
11. Private Banking: High-net-worth individual services.
12. Asset Management: Investment management for institutions and individuals.
Financial Services Companies
13. Banks: JPMorgan Chase, Bank of America, Wells Fargo.
14. Investment Firms: Goldman Sachs, Morgan Stanley, Fidelity.
15. Insurance Companies: Prudential, MetLife, State Farm.
16. Financial Technology (FinTech) Companies: PayPal, Robinhood, Square.
Financial Services Regulations
17. Dodd-Frank Act: US financial reform legislation.
18. SEC Regulations: Securities and Exchange Commission guidelines.
19. FINRA Regulations: Financial Industry Regulatory Authority rules.
20. GDPR: General Data Protection Regulation (EU).
Financial Services Careers
21. Financial Analyst: Analyze financial data.
22. Financial Advisor: Provide investment advice.
23. Portfolio Manager: Manage investment portfolios.
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24. Risk Manager: Identify and mitigate financial risks.
25. Compliance Officer: Ensure regulatory adherence.
Financial Services Technology
26. Blockchain: Secure transaction processing.
27. Artificial Intelligence (AI): Automated financial analysis.
28. Mobile Payments: Digital payment systems.
29. Cloud Computing: Secure data storage.
30. Cybersecurity: Protect financial data.
Financial Services Trends
31. Digitalization: Online banking and mobile payments.
32. Sustainability: Environmental, Social, and Governance (ESG) investing.
33. Fintech Innovation: New financial technologies.
34. Regulatory Changes: Evolving financial regulations.
35. Globalization: International financial services expansion.
I do Investment Banking, Debt, Equity, Hybrid, and Loans.
Please go to my main Linked that I have been a member since 2007/ ( Over 25K Contacts, Over 25K Followers)
- I have over 33 years' experience in finance
- Owned & operated my own mortgage company located in the Chicago area for many years, and held a mortgage banking license.
-Worked on Wall Street running a multi strategy equity fund, publicly traded holding company, private investment company making PIPE investments into Pubco's
- Operated a credit ratings firm that did evaluations on Pubcos, and some privately held companies.
- Was a commercial mortgage/loan broker for many years.
- Source #1 I am directly on board a direct funder (underwriter who handles all matters for an institution that owns 30 banks that fund with profits) large projects such as greenfield & brownfield, acquisitions, mergers, refi/recap deals, since 2017 20M -100B Loans, Debt Finance, Equity Finance, Line of Credit, etc.,
- Source #2 - I am a partner in a Ventures Platform that facilitates equity investments 1-20M mainly in North America, for Tech Companies, Real Estate, Clean Tech, Financial Services, Life Science, Healthcare, Etc.
US CELL WHATS APP 1.224.216.0334