Career & Education
Looking for a New Insurance Specialist for Providend
By Investment Moats  •  February 27, 2021
My team is looking for a new insurance specialist hire. Short of turning Investment Moats into a job site, I assure you that this is likely going to be the last of such article in a while. We are looking to add one more person to my team of one head of solutions, one head of investment and one solutions team grunt (me). Providend is more of a wealth advisory firm instead of a financial planning firm that sells insurance policies. Insurance protection is an important element of wealth protection that we felt is critical enough for us to bring someone inhouse and to focus upon this. The insurance specialist will be able to drive how the firm and client look at areas of wealth protection, legacy planning and general insurance. If he feels that the basis of planning by the industry is flawed, he is open to research and...
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By Investment Moats
Investment Moats is set up by Kyith Ng and have been around since 2005. He aims to share his experiences making sense of money, how money works and ways to grow his money. It hopes that by sharing his experiences, both good and bad, season investors can advice and critique his decisions and new investors can learn from them and find their own style ...
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