About Rosalind Savall
Rosalind Savall is a licensed financial advisors and independent insurance broker which makes her unique from most commercial brokers. As a qualified professional, she processes the analytical skills to provide quick and effective cost-cutting solutions that businesses are able to implement immediately to increase profits, provide richer benefit plans, retirement plan, manage insurance risk, and structure owner’s business succession/estate planning strategies. Rosalind has a successful track record of reducing operational cost by 31% without compromising product or service quality.
Currently Rosalind is CEO of CIS & Wealth Management, Inc. and has partnered with Cumbre Insurance Services to provide top-of-the line risk management services.
Rosalind understands the business dynamics required for capital financing, employee benefit design, cash/flow problems, tax implications, investments, and insurance products acquired from her robust experience as a Director of Financial Services at a professional CPA firm where she was the Investment Manager to business clientele and Compliance Officer for the firm.
She previously held the positions of Business Development Officer at Citibank. Prior to joining Citibank, she established a 9-year successful practice, Elder Care Planning Specialist, which assisting families with catastrophic illness to obtain financial assistance for long-term care and asset protection estate planning.
Rosalind acquired her extensive project management and marketing skills as the Associate Director of Recruitment for Loma Linda University.
Location of Member
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142 MIDWOOD AVENUE
Beverly Hills, CA 90210
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19 Parkway Drive
Beverly Hills, CA 90210
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PROFESSIONAL INFORMATION
Title : CEO
Marketing Area : Regional
Type Of Business : Business Services
Business Website : CISWealth.net
Industry : Consulting Services
Company Name : CIS and Wealth Management Inc.
Expertise : Business Cost-Reduction AnalysisInsurance & Investments
Years Of Experience In Industry : 16 Years
PERSONAL INFORMATION
Education Degrees : BA Management, CA Securities 6, 63, 65, Insurance Life & Health
Favorite Place to Vacation : Worldwide
PROFESSIONAL BIOGRAPHY
Products And/Or Services :
Cost Reduction and Risk Management for Small Businesses
Affiliations Awards :
yCorporation Advisors Network Founder and Children's Theatre Sponsor
Attributes Success To :
Goal setting and desire to improve professionaly and personally.
More About me :
Rosalind Savall is a licensed financial advisors and independent insurance broker which makes her unique from most commercial brokers. As a qualified professional, she processes the analytical skills to provide quick and effective cost-cutting solutions that businesses are able to implement immediately to increase profits, provide richer benefit plans, retirement plan, manage insurance risk, and structure owner’s business succession/estate planning strategies. Rosalind has a successful track record of reducing operational cost by 31% without compromising product or service quality.
Currently Rosalind is CEO of CIS & Wealth Management, Inc. and has partnered with Cumbre Insurance Services to provide top-of-the line risk management services.
Rosalind understands the business dynamics required for capital financing, employee benefit design, cash/flow problems, tax implications, investments, and insurance products acquired from her robust experience as a Director of Financial Services at a professional CPA firm where she was the Investment Manager to business clientele and Compliance Officer for the firm.
She previously held the positions of Business Development Officer at Citibank. Prior to joining Citibank, she established a 9-year successful practice, Elder Care Planning Specialist, which assisting families with catastrophic illness to obtain financial assistance for long-term care and asset protection estate planning.
Rosalind acquired her extensive project management and marketing skills as the Associate Director of Recruitment for Loma Linda University.
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