Path Financial Expands Investment Advisor Team

Oxana Saunders Vice President Path FinancialSarasota-based investment advisory firm Path Financial, founded by president and chief investment officer Raul Elizalde, has named Oxana Saunders as vice president. Ms. Saunders will focus on business development, client relations, and portfolio management; she holds a NASAA Series 66 Investment Advisor Representative license and joined Path in early January 2017. Together, the two senior executives provide clients with 47 years of investment expertise honed during their respective careers on Wall Street.

Ms. Saunders will work with new clients to provide investment advice based on their life goals and personal circumstances. She is available to speak to individuals and organizations on a variety of investment-related topics, including helping clients better understand family investments, and how individuals can protect assets in times of life transition. Initial consultations are complimentary; Oxana Saunders may be reached at 941.894.2571, and oxana@pathfinancial.net.

A graduate of Baruch College with a degree in Finance and Investments, Ms. Saunders enjoyed a successful career on Wall Street prior to relocating to Sarasota in 2016. She began her investment banking career at Lehman Brothers (later Barclays Capital), where she rose to the position of Senior Vice President and was responsible for distributing a full line of products to U.S. institutional investors. She was instrumental in propelling the bank to the top of industry surveys, and was later was hired by Deutsche Bank to expand its client base. Her clients included first-tier financial institutions such as Alliance Bernstein, Oppenheimer Funds, and T Rowe Price.

“Ms. Saunders is a consummate professional with tremendous experience and intimate knowledge of financial markets,” stated Mr. Elizalde. “Throughout her career, she has made it a priority to help her clients and put their interests first. I am delighted she has joined Path Financial.”

Path Financial is a Florida-registered investment firm, partnered with preferred account custodians such as Charles Schwab & Company and TD Ameritrade. Path is rated “A+” by the Better Business Bureau, and is located at 1990 Main St., in Sarasota, Florida.

facebooktwittergoogle_pluspinterestlinkedintumblrmailby feather

Business watchdog applauds Path Financial for best practices

Better Business Bureau A+ ratingSarasota-based financial investment firm Path Financial has earned two top honors for how it conducts itself as a business and for how it communicates with clients. Path received the highest possible rating from the business watchdog group, the Better Business Bureau (BBB): an A+, and, for the second year in a row, has been recognized by leading inbound marketing solutions provider Constant Contact for achieving marketing results that ranked Path among the top 10 percent of Constant Contact’s global customer base.

Path’s timely economic analysis and meaningful investment insights, presented in a free, monthly newsletter, have created a very high level of engagement with clients and subscribers earning the firm an “All Star” position among its 600,000 business and nonprofit users worldwide. The All Star status essentially indicates how relevant the information in a newsletter is by tracking the number of people who open the newsletter to read it, as well as the number of people who “click through” specific areas of content to access deeper analysis and other communications platforms such as websites and social media.

Continue reading

facebooktwittergoogle_pluspinterestlinkedintumblrmailby feather