Home… Expertise & Clients… Industry Expertise…
  
 

Resume of Experience with High Net Worth Individuals

  • Interviewed CEOs of mid-size banks regarding the strategic issues facing their industry.
  • Telemarketing survey of CFOs to increase enrollment in an annual conference.
  • Conducted over 100 interviews with CEO's from mid-size firms ($50M – $500M) to determine the key strategic issues facing several industry segments (e.g., financial, pharmaceutical, chemicals, consumer, food, retailing, manufacturing, and high technology). The results were used to provide strategic direction into the planning process of a major non-profit organization.
  • Conducted in-depth interviews with household decision makers for retirement planning and investment products.
  • Qualitative study involving in-depth interviews of Chief Financial Officers and transportation companies involving their SALT (state and local tax) practices.
  • Conducted a study of upscale Hispanic clients to determine their investment patterns in Southern Florida.
  • Conducted study of upscale consumers to determine their retirement and investment plans.
  • Provided an online panel for high-net worth investors and financial advisors in France

 

up


Celebrating 30 Years - Navigate the Global Economy™
SIS International Market Research is a leading global market research firm providing full-service research, market intelligence, market opportunity research, brand research, supply chain research and strategic research. The company services over 50 industries with key practices in Consumer, Business to Business (B2B), Medical, Healthcare, Industrial, Automotive, Financial Services, Education, Food and Beverage, Chemicals & Energy, Real Estate, IT & Technology, Insurance, Construction, Retail, Media, Entertainment, FMCG, Aerospace & Defense, Travel & Tourism sectors, and beyond. Contact SIS at research@sisinternational.com and let us discuss with you how we can add value to your organization.
   SIS Resume of Experience with High Net Worth Individuals