Provides debt relief, credit counseling, and financial planning services to individuals.

Finance

Strategic Financial Solutions

Strategic Financial Solutions' headquarters in New York, NY, United States

Ryan Sasson

Cameron Ball Cpa

Robert C.

Joseph O'Donnell

Steve Tillim

The Sales Operations team at Strategic Financial Solutions optimizes and supports the sales process by coordinating sales activities, analyzing performance metrics, managing customer accounts, and ensuring seamless communication between sales representatives and management. This team focuses on enhancing efficiency, driving productivity, and achieving sales targets to provide effective financial solutions to clients.

Sales Operations

The Customer Service and Client Support team at Strategic Financial Solutions assists clients with debt relief, credit counseling, and financial planning inquiries. They address customer concerns, provide detailed insights, manage escalations, and ensure bilingual support, all while delivering exceptional service to enhance client satisfaction and trust.

Customer Service and Client Support

The IT and Data Analytics team at Strategic Financial Solutions is responsible for managing the company's technological infrastructure, ensuring robust and secure systems, and leveraging data to drive decision-making. They develop and maintain software, analyze data trends, and support IT needs across the organization to optimize debt relief, credit counseling, and financial planning services for clients.

IT and Data Analytics

The Leadership Team at Strategic Financial Solutions comprises high-level executives who steer the company's strategic direction, oversee key functional areas, and ensure the alignment of initiatives with organizational goals. This team collaborates to enhance client services in debt relief, credit counseling, and financial planning while driving innovation, operational efficiency, and growth.

Leadership Team

The Finance and Risk Management team at Strategic Financial Solutions is responsible for overseeing the company's financial health, assessing and managing credit risk, and ensuring compliance with accounting standards. This team analyzes financial data, manages portfolios, and develops strategies to minimize risk while supporting the company's mission to provide effective debt relief, credit counseling, and financial planning services to individuals.

Finance and Risk Management

The Negotiation Team at Strategic Financial Solutions works to secure favorable agreements with creditors on behalf of clients seeking debt relief. They leverage strong relationships and strategic approaches to reduce clients' debt burdens and improve their financial well-being. The team includes experienced negotiators, managers, and support specialists dedicated to achieving optimal outcomes in debt settlements.

Strategic Financial Solutions

Org chart

Teams

Sales Operations

Customer Service and Client Support

IT and Data Analytics

Leadership Team

Finance and Risk Management

Negotiation Team

Offices

Strategic Financial Solutions

Org chart

Teams

Sales Operations

Customer Service and Client Support

IT and Data Analytics

Leadership Team

Finance and Risk Management

Negotiation Team

Offices

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