Professional
Saede Maleki seeks to bring you unparalleled service and objective financial solutions, delivered with creativity, flexibility and a deep understanding of your needs, goals and values. He specializes in working with the owners of privately held companies, building relationships that withstand the challenges of change. Sy collaborates with your accountants, attorneys and other professional team members in a synergistic approach focused on meeting your needs.
Background
Sy is a graduate of the University of Wisconsin, Milwaukee with a Bachelor of Arts degree in Finance and Economics.
After graduating from college in 1988 and backpacking throughout Europe, Saede Maleki entered the field of Commercial Lending, where he earned his insurance license. After a short stint in lending, he was introduced to the insurance business through Metropolitan Life. Sy decided to join the Network in 1990 after he became convinced Northwestern Mutual offered the training and client focus he desired. Saede joined forces with Bryan Beauchamp in 2000. Sy and Bryan found that their strengths are different but synergistic, always focused on helping clients achieve their goals.
Professional Associations
Since 1991, Saede Maleki has been a member of the Southeast Wisconsin chapter of the National Association of Insurance and Financial Advisors, promoting the critical role of insurance in sound financial preparation. Sy also belongs to the Advanced Association of Life Underwriters, a national association of nearly 2,000 life insurance experts.
His interest in privately held businesses has led Saede Maleki to serve as a board member for Cambridge Major Labs, headquartered in Germantown, Wisconsin. He’s also a community board member of Sheboygan-based Community Bank and Trust.
Over the years, Sy Maleki has qualified numerous times for the Million Dollar Round Table (MDRT). MDRT is the Premier Association of Financial Professionals.
Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
Awards and Recognition
| Name |
Received Date |
|
Million Dollar Round Table Qualifying Member
|
1996-2004
|
|
National Quality Award
|
1994-1996, 2000-2006
|
|
National Sales Achievement Award
|
1994, 1996-1998, 2002-2003
|
|
Million Dollar Round Table Qualifying/Life Member
|
2005-2007 |
|
