Specialties: Financial Service Compliance/Personal Branding
Katy Goshtasbi President - KG Consulting Group Inc d/ba Puris Image
We a) provide investment adviser/broker-dealer registration and compliance services and b) personal branding services to professionals within companies including training of staff/workshops.
(949)274-6423 (858)271-6010 Fax
9450 Mira Mesa Blvd San Diego, CA 92126-4850 -
MAP
Full service consulting company providing: 1) investment management compliance services to investment advisers and broker-dealers as well as 2) personal branding services to companies of varying size whereby we work with professionals on creating a personal brand that will resonate and sync well with the business brand.
Katy is a lawyer as well as branding expert. She has held positions as lobbyist on Capitol Hill, at the Securities & Exchange Commission, at law firms and in-house counsel.
Personal branding: appearance, behavior and communication branding services including development of unique selling propositions, personal connection stories, sales effectiveness. Workshops and staff training.
Compliance: Small to medium investment advisers and broker-dealers.
Branding: Small to large businesses in need of personal branding support. Range from one-on-one work to employee workshops. Includes corporations down-sizing or shutting down to provide transition support for staff.
