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12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 2
• Founded in 1812– Founded as the eighteenth state
• Governor: Bobby Jindal• Web site: www.Louisiana.gov
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State of Louisiana
Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; 3/16/11 Louisiana Web Site; Tiburon Research & Analysis
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 3
Early Phase
Approximate Dates: XXXX - XXXX
• XXXX: --
XXXX - 2012
Key Steps:
The State of Louisiana was Founded as the Eighteenth State in 1812 and Has Evolved Through Three Phases, Including its Early, Middle, & Recent Phases
Middle Phase
State of Louisiana History
State of Louisiana Founded
1812 2012
State of Louisiana
TodayRecent Phase
XXXX - XXXX
• 1812: State of Louisiana founded
• XXXX: - • XXXX: -
Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 4
• Founded in 1812– Founded as the eighteenth state
• Governor: Bobby Jindal
Comments
The State of Louisiana was Founded as the Eighteenth State in 1812
Source: 8/3/11 NetState.Com; 8/3/11 Wikipedia; 7/21/11 Wikipedia; Tiburon Research & Analysis
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 5
State of Louisiana Departments
The State of Louisiana Has a Number of Departments, Including its Department of Insurance & Department of Education
Source: Tiburon Research & Analysis
State of LouisianaDepartments
-- --Department of
Insurance--
Department of Education
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 6
The State of Louisiana Runs the Louisiana State Department of Insurance
Source: 12/05 Louisiana State Department of Insurance Web Site; 12/04 Deloitte Insurance Industry Report; Tiburon Research & Analysis
• Based in Baton Rouge, LA• Executive: Robert Wooley
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12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 7
The State of Louisiana Runs the Louisiana State Department of Education
Source: Tiburon Research & Analysis
• --
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12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 8
The State of Louisiana’s Department of Education Offers a 529 Plan
Source: 12/13/10 Investment News (Morningstar); Tiburon Research & Analysis
• --
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Not in Morningstar top
50
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 9
State of Louisiana Organizational Chart
The State of Louisiana is Led by its Governor Bobby Jindal
Bobby JindalGovernor
-- -- ---- --
Source: 8/3/11 NetState.Com Web Site; Tiburon Research & Analysis
12.01.30 –State of Louisiana © Tiburon Strategic Advisors, LLC™ 1010
Source: Tiburon Research & Analysis
Tiburon Strategic Advisors
• Focus on corporate-level strategy- Serve senior executives only at financial
services companies- Key services: market seminars, market
research, & strategy consulting - Served over 300 corporate clients and
completed over 1,400 projects since 1998- Host semi-annual CEO Summits, offer free
weekly research releases, and offer free business benchmarking tools for all types of advisors
• Chip Roame background- McKinsey & Company- Charles Schwab & Company- Tiburon since 1998
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