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Al Prentice is the vice president in charge of 1st Global's Business Management Services (BMS) group. His responsibilities include overseeing the development of sales and marketing plans for BMS Advisors and affiliated firms, as well as overall strategies for financial planning, changes in product mix and considerations for varying economic conditions. He is also in charge of providing leadership for 1st Global's Business Affiliate Services (BAS) and Business Partnership Services (BPS) platforms, and sales across all channels for direct participation programs.
Al has worked with hundreds of tax and accounting professionals to introduce financial services and develop successful wealth management practices. In doing so, he has developed an expertise in the unique structural and entity setup options for tax and accounting firms, compensation strategies, succession planning and quantification models for valuing financial services firms. Prior to joining 1st Global, Al earned his Master of Business Administration in finance from Neeley Business School at Texas Christian University. While studying at TCU, he served as analyst and administrator for the William C. Connor Foundation's Educational Investment Fund. Additionally, Al has worked both as an Internet analyst for a Fort Worth hedge fund and as a REIT analyst for a Dallas asset management company. Al's previous experience includes 12 years in the telecommunication industry working for Motorola and five years in the domestic oil and gas industry.
In addition to his Master of Business Administration, Al earned a Bachelor of Arts and Master of Education from the University of Louisiana at Lafayette. Al is a registered representative who has passed the FINRA Series 7, 24 and 66 examinations. He has also successfully completed Level I of the Chartered Financial Analyst Program. Al is also a member of the Financial Planning Association (FPA) and the Investment Management Consultants Association (IMCA).
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