For this project, imagine you are a new hire at a wealth management firm and tasked with determining the location of a brick-and-mortar office within Connecticut. As the analyst, you must suggest what type of financial products the office should offer and suggest an office location. Please use the data set attached in the Unit to complete this assignment.
Graduate diploma management
STUDENT VERSION LEAD STRATEGIC TRANSFORMATION BSBLDR811 PROJECT PORTFOLIO Student name: Assessor: Date: Business this assessment is based on: Documents reviewed: Section 1: Preparation Provide an overview of the current situation facing the business including: The organisational mission, purpose and values Analysis of the company’s organisational objectives and identification of strategic