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Cash Management/Investing Strategies by Poonum Vasishth LDL Investment Consultant of LDL Financial and Michael Winckoski Cash Management Officer of Kitsap Bank
Date:04/01/2010
Time: 7:00 am
Location: Fircrest Country Club
Contact:
Poonum Vasishth
Poonum Vasishth has more than 23 years experience in financial consulting. She graduated Pacific Lutheran University with a B.A. in Business Administration with a finance concentration. She is a Registered Investment Advisor, holds FINRA licensed securities broker license and is also a licensed life and health insurance broker. Poonum’s versatility and experience encompasses all aspects of financial planning from working with individuals to develop estate and retirement plans to consulting for small businesses to set up pension and deferred compensation plans, buy-sell agreements and key-man insurance. Vasishth has co-authored a book entitled, Tips to Building a Retirement Nest Egg. Her office is located at Olympic Investment Center, in the lobbies of Kitsap Bank. For more information, please contact Poonum at 360-874-1066 or olympicinvestments@kitsapbank.com.
Michael Winckoski, Vice President/Cash Management Officer
Mike is Kitsap Bank’s Cash Management services representative. He has acquired close to 30 years experience in the field through his work with ADP Network Services, Seafirst/Bank of America, Key Bank, and now Kitsap Bank. Over the years Mike has been active in the Association for Financial Professionals. Mike graduated from Wayne State University in Detroit, Michigan. |
