Hemant Sachdev Email & Phone Number
President and Founder - NxtGen Advisory Group @ NxtGen Advisory Group, LLC
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Hemant Sachdev Location
- Orlando, FL, US
Hemant Sachdev Work
- 2024 -now President and Founder - NxtGen Advisory Group @
- 2020 -now President and Founder - NxtGen Advisory Group @
- 2017 -2019 Vice President, West Region and Financial Consultant @
- 2016 -2017 Brokerage Manager @
- 2015 -2016 Financial Advisor @
- 2014 -2015 Regional Vice President - Institutional Distribution @
- 2009 -2014 Divisional Sales Director @
- 2008 -2009 National Sales Director @
- 2007 -2007 Regional Vice President @
- 2005 -2006 National Sales Director @
- 2000 -2005 Registered Investment Advisor and Owner @ Oporto Capital Management
- 1999 -2000 Agency Director @
- 1997 -1998 Sales Manager and Training Director @
Hemant Sachdev Education
- DePaul University
Bachelor’s Degree (Member Golden Key Honor Society)
2003-2005 - Delhi University
B.A. (English Honors)
1987-1990 - Delhi Public School - India
(Commerce)
Hemant Sachdev Skills
- Training
- Estate Planning
- Consultative Sales Professional
- Long Term Care
- Business Continuation Planning
- Financial Planning
- IRAs
- Management
- Investments
- Strategy
- Financial Products Wholesaling
- Annuity Sales
- Leadership
- Sales Operations
- Indexed Annuities
- Financial Statements
- Mutual Funds
- Business Process Improvement
- Retirement Planning
- 401k Retirement Savings Plans
- Budgets
- Team Building
- Wealth Management
- Project Management
- Financial Markets
- 401k
- Sales Management
- Retirement
- Financial Advisory
- Protection
- High Net Worth Insurance
- Business Succession Planning
- CRM
- Asset Management
- Public Speaking
- Life Insurance
- Disability Income Insurance
- Securities
- Insurance
- Building Relationships
- Brokerage
- Finance
- Sales
- Business Planning
- Variable Annuities
- Strategic Planning
- Asset Allocation
- Term Life Insurance
- Analysis
- Estate Tax Planning
- Relationship Management
- Financial Services
- Business Development
- Tactical Asset Allocation
- Charitable Gift Annuities
- Lead Generation
- Fixed Annuities
- Asset Allocation Strategies
- 401 Retirement Savings Plans
Hemant Sachdev Summary
- Hemant Sachdev, based in Orlando, FL, US, is currently a President and Founder - NxtGen Advisory Group at NxtGen Advisory Group, LLC. Hemant Sachdev brings experience from previous roles at Equitable Advisors, AXA Advisors, LLC, WestPac Wealth Partners - Wealth Strategy Partners and Edward Jones. Hemant Sachdev holds a 2003 - 2005 Bachelor’s Degree in Member Golden Key Honor Society @ DePaul University. With a robust skill set that includes Training, Estate Planning, Consultative Sales Professional, Long Term Care, Business Continuation Planning and more. Hemant Sachdev has 3 emails and 3 mobile phone numbers on RocketReach.
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