1st Global
Naun Galvan possesses extensive experience in financial analysis and trading, currently serving as the Owner/Director at Senior Helpers since February 2021, and as a Fixed Income Analyst/Trader at 1st Global since April 2018. Previously, Naun managed a $100 million equity portfolio as an Equity Research Analyst for the Employees Retirement System of Texas from August 2011 to April 2018. Additional roles include Financial Analyst in private equity real estate, Equity/Fixed Income Trader at NFP Advisor Services Group, and Investment Associate at Deutsche Bank. Naun's expertise encompasses fundamental analysis, portfolio management, trading strategies, and financial modeling, supported by a Bachelor of Science in Business Administration from California State University, Los Angeles.
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1st Global
Sustainable Growth Strategies for Leading CPA Firms High performing CPA firms demand profitable growth even in difficult times. These firms create lasting momentum by striving to find and implement sustainable growth strategies. For more than 20 years, 1st Global has been a leading growth consultant for market-dominating CPA firms that seek to be the preeminent providers of high benefit services to their most valued clients. Through proven processes that include world-class research, accounting firm-centered advice, exceptional business development education and innovative technology, 1st Global is the partner of choice for select firms. If your firm is committed to being a high performance market dominator, we want to learn more about you and determine if there is a fit with our services. As a leading CPA firm growth consultant, we enable qualified firms to create long-term, profitable growth. Research • Consulting • Education • Technology Securities offered through 1st Global Capital Corp. Member FINRA, SIPC www.finra.org, www.sipc.org Investment advisory services offered through 1st Global Advisors, Inc. Insurance services offered through 1st Global Insurance Services, Inc.