David Giertz is an experienced business leader and is the president of Nationwide Financial, a sales and distribution organization, since 3rd April 2013. Initially, he was the Senior Vice President at the same institution. The institution is a broker in the following fields; Mutual Fun Underwriter, Investment Advisory Services, and Life Insurance and Annuities.
David Giertz has also served as the Chief Executive Officer at ‘DGC One AB’ from 1991 to 1999. He has over 30 years experience in the financial service industry and is a participant in community organizations like Millikin University where he is part of the Board of Trustees.
In a live interview, David Giertz states that financial advisers should speak to their clients about social security and explains the need to do so. He says that from a survey of the Nationwide Financial Retirement Institute that constitutes consumers who have retired and those who are ten years shy of retirement, the respondents indicate that their advisers are not giving them any information on social security at http://facebook.com/david.giertz2. 4 out of 5 people would rather change their financial advisers if they are not getting any advice on social security.
According to David Giertz, Social security is complex as it constitutes 27 rules that need to be understood. This complexity is what makes many advisers to ignore the topic. It is important for financial advisers to talk to clients concerning social security to ensure that they retain as many clients as possible.
Social security constitutes 40% of the retirement benefit, and this is a huge share of the amount thus warranting attention. To optimize on the retirement benefits on LinkedIn.com, people should avoid turning on social security too early. This is the knowledge that needs to be passed on to people since the results of the survey indicate that one could lose up to $12000 in a year.
It has recently been announced through a press release on Benzinga that Madison Street Capital is a nominee for two diverse categories in the 15th Annual M&A Advisor Awards that will be held at the New York Athletic Club on November 9th.
M&A Advisor is a pioneer organization that monitors, analyzes, and distinguishes the accomplishments that investment banking institutions have had each year. The conception of this committee has taken place in 1998, and from then on, its leaders have been scrutinizing various companies that deserve to obtain the highest accolades given in the field.
The aforementioned honors are for Industrial Deal of the Year (Under $100MM) and Boutique Investment Banking Firm of the Year under the international category. These prestigious awards can only be attained by firms that have made a huge, positive impact to the global market in general.
The international deal that has sealed the financial banking institution’s place among the selection is the successful acquisition of Acuña & Asociados S.A. by The Dowco Group of Companies. This is a cross-border arrangement in which Madison Street Capital’s very own Senior Managing Directors Jay Rodgers and Karl D’Cunha have played a huge part of.
The procured corporation has its head office in Chile, and it can help the latter realize its ultimate goal of turning into one of the leading providers of steel detailing and three-dimensional modelling services across the globe.
During the entire transaction, the Madison Street Capital worked as a financial counselor for the acquirer. The forefather of the firm, CEO Charles Botchway, has stated himself that Dowco is a consistent client of the Madison Street Capital, and they are content to lend thoughtful opinions regarding the economic end of the deal.
As for the recognition that they may receive at the gala, Karl D’Cunha has disclosed that the whole team is delighted to be considered for such awards.
About the Finalist
Madison Street Capital is an investment banking institution known for having a respectable record in the financial trade. Since its foundation in 2005, the firm has shown its diligence and aspiration to assist budding and seasoned business owners alike in making sound financial decisions prior to company mergers and/or acquisition of assets. Some of the services they offer include (but not restricted to) business assessment, financial report evaluation, and company consultation.
Although recognized widely in the global scene, Madison Street Capital has its concentration in helping middle market entrepreneur meet their financial objectives, appreciate the full potential of their business to become big in a particular industry, and get ahold of reputable dealmakers who have more than enough knowledge and experience in mergers and acquisitions. Its headquarters is located in Chicago, Illinois, yet it has several branches throughout Asia, North America, and Africa.
Investment banking normally involves raising finances for other companies which cannot do it for themselves. The funds can be raised through many avenues but the most used is open trading for companies which are listed in the stock exchanges. The company seeking capital will allow investment banks to sell their shares. The investment banks one the other hand will guarantee the certificates issued by the companies’ to the investors. Investment banking plays a very big and important role in the operation and survival of most companies. In most instances a company will want to expand its operational boundaries but does not have capital, instead of approaching banks for loans which attract interest rates this company seek out investment banks.
An investment bank comes in handy when a person has money but is not sure where to put it. It provides options to investors giving guidelines on where and how to invest. It is particularly lucrative to people who give investment banks their portfolio and assets to be managed by it. Investment bankers are particularly knowledgeable in reading world financial trends hence making informed decisions on investment choices. In most instances investment banks and firms take over from companies that are mismanaged turn them around and sell them for profit.
There are also career opportunities in this lucrative trade. Most investment banks and firms give huge pay outs to their employees. Better yet you can start your own investment banking firm offering boutique services to diverse clients.
Martin Lustgarten is an investment banker who is based in Miami US. He has always been good in math and wanted to pursue a career opportunity that involves manipulating numbers. To become a good investor a person must be able to make decisions in a very short time since markets change without warning. He has demonstrated his good judgment severally profiting his clients list which includes banks, white collar companies and governments.
He has perfected the trade of asset diversification making his fund one of the most lucrative in US. He is a hard worker and does not mind the long hours that are common with investment banking. Martin Lustgarten has assumed a lot responsible and takes every client like his one offering, first class services.
More information for Lustgarten: