PlanMember
Nasim Ali is a seasoned professional with significant leadership experience at PlanMember Financial Corporation since June 2013, currently serving as a Senior Manager overseeing multiple departments. In this role, Nasim Ali leads cross-functional teams to enhance operational efficiency, manage audits, and implement new technology solutions while facilitating the onboarding of new advisors and clients. Previous positions include Business Analyst Manager, where resource deployment across operations was a key responsibility, and Business Analyst/Project Manager, managing various projects and ensuring data integrity. Nasim Ali also served as a Financial Center Relationship Manager, managing a Hawaii Financial Center with over $300 million in assets. Prior experience includes a role as a Golf Camp Supervisor at Morton Golf from June 2005 to August 2008. Educational qualifications include a Bachelor of Applied Science in Economics and a Bachelor of Science in Economics with a Concentration in Finance, both from California Polytechnic State University, achieved between 2008 and 2012.
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PlanMember
PlanMember Financial Corporation’s wholly owned subsidiary, PlanMember Securities Corporation, is a Top 40 Broker Dealer and top 300 RIA with 8 Billion in assets under management. The Company has 40 Financial Centers in 38 states and over 500 advisors. The firm’s offices and operations are based in Carpinteria, CA.