Mohammed Rahman
Senior Accountant
Mohammed Rahman
Senior Accountant
I support our growth as a member of the Finance and Accounting team. In my new position I will provide support to our financial advisors through advanced reporting solutions, make enhancements to our compensation portal IWCLink, and manage our advisors’ Financial Plan and Consulting Agreements.
Our success and growth translated into a new role in which I fulfilled and assumed the management of all the financial plans and consulting agreements for our advisors. In addition to refining and creating processes and procedures for this new role, I ensure all plans/agreements and the related supporting documents are in good order and process all payments. This role has allowed me to grow professionally by improving upon my methods and strategies and presents a different aspect of finance than my previous roles.
My professional background… As a student I started helping my parents with their business finances and in my role with my last employer, which was a medium-sized stone distributor company, I managed their finances. I was confident with my role and was part of substantial revenue growth during my tenure. The experience and confidence made me ready for my current position.
Rounding out my life, I enjoy stand-up comedy, reading history books, playing cricket, volleyball and hanging out with friends.
Advisors associated with Integrated Financial Partners may be either (1) registered representatives with, and securities offered through LPL Financial, Member FINRA/SIPC.., and investment advisor representatives of Integrated Wealth Concepts; or (2) solely investment advisor representatives of Integrated Wealth Concepts, and not affiliated with LPL Financial. Investment advice offered through Integrated Wealth Concepts, a registered investment advisor. Integrated Wealth Concepts and Integrated Partners are separate entities from LPL Financial.
InTouch Innovations and LPL Financial are separate entities.
CRPC conferred by College for Financial Planning.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.