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419,070 results for Financial Advisory
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Christen Altemari Griffin
Providing services: Accounting, Bookkeeping, Financial Accounting, Financial Advisory, Budgeting, Financial Reporting
Tallahassee, FL
Summary: As a Certified Public Accountant (CPA), I provide high-quality accounting and tax services to a diverse portfolio of clients across various industries, such as non-profit associations, construction companies, storage facilities, and other service based businesses. I have been working in the accounting industry for over 12 years, developing a broad range of skills and knowledge in bookkeeping, tax preparation, and office management.My core competencies include monthly reconciliations, making month-end journal entries, assisting with paying bills and creating invoices, and preparing all types of tax returns, such as 990, 1065, 1120S, and 1040. I regularly consult with new clients for tax planning and general questions. I am proficient in using QuickBooks Desktop, QuickBooks Online, Pro Series, and Microsoft Office applications. My mission is to deliver accurate, timely, and reliable accounting and tax solutions to meet the needs and expectations of my clients.
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Summary: Specialties: Specialize in Accounting, Bookkeeping, Taxes and Consultation
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Jitendra Chawla, CFA
Providing services: Financial Advisory, Wealth Management, Financial Planning
Greater Delhi Area
Summary: Financial Services professional with 25 years’ experience in Private Wealth Management/Investment Advisory. Expertise in advising Ultra High Networth Individuals, Corporate Treasuries and Family Offices covering various asset classes. Well-honed analytical and strategic planning skills. Rich experience in - Asset Allocation - Investment Analysis and Selection - Equity Research - Portfolio Management - Relationship Management - Business Development. Well-networked in Wealth and Investment Management industry. CFA charterholder since 2009. Active volunteer of the CFA Society India since 2012.
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Mohd Kasfur Dhuniyan
Providing services: Financial Consulting, Business Consulting, Financial Advisory, Financial Analysis
Mumbai
Summary: Kasfur Dhuniyan is Senior Business Intelligence and Equity Research professional with 7+ years of experience across real estate and capital markets. managed Close to Rs100 Cr Equity fund and led the Equity Research Team Also Specialized in end-to-end strategic planning spanning acquisition, project feasibility, P&L and cash flow management, market research, resource planning, sales strategy, and incentive/brokerage structure design. Proven expertise in analyzing businesses, sectors, valuations, and alternative investments, managing and restructuring large investment portfolios, and driving company-level transformation through data-driven insights. Strong capabilities in advanced real estate analytics and Power BI, with experience training MBA students as a visiting faculty and creating educational content on analytics. Author of “Romancing with Equity”, with a strong track record of supporting CMDs and senior stakeholders in making informed, strategic decisions.Skills:- Power BI | Excel- Quantitative Analytics- Fundamental Research- Technical Analysis- Valuation & Modeling- Teaching- Business Consulting
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Mateus Vicente Mantovani
Providing services: Financial Accounting, Loans, Retirement Planning, Insurance, Accounting, Tax Preparation, Financial Advisory, Financial Analysis, Financial Reporting, Financial Planning
Sorocaba, SP
Summary: Português:Formação e ExperiênciaGraduado em Administração de Empresas, com experiência em gestão documental, administração, recrutamento, investimentos, gestão de portfólio e seleção de ativos.Certificações e EducaçãoCertificado pela Ancord para atuar como Assessor de Investimentos, também possuo um MBA Executivo em Mercados de Capitais e Derivativos e a CPA-20.Atuação AtualAtualmente, trabalho como recrutador na Black Lion e banker no BTG Pactual, oferecendo soluções personalizadas nessas áreas tanto para pessoas físicas quanto para empresas.English:Graduated in Business Management, with experience in document management, administration, recruitment, investments, portfolio management, and asset selection.Certified by Ancord to work as an Investment Advisor, I also hold an Executive MBA in Capital Markets and Derivatives and CPA-20.Currently, I work as a recruiter and banker, providing tailored solutions in these areas for both individuals and companies.
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Summary: Founder & CEO at Nester - Building ethical financial products for all to benefit. Accomplished Real Estate Finance and Islamic Banking specialist, applying this experience to empower individuals and building their knowledge of real estate financial markets and developing products that are attractive to the average investor through to institutions. Previously within the Islamic Financial Services team at Arab Banking corporation in London, with a track record of achievement in blue chip banking and professional environments structuring high-value transactions and maximising ROI. Results driven, with advanced financial-engineering capabilities, high levels of entrepreneurial talent identifying wealth creation opportunities and business leadership and networking skills, building profitable partner relationships. SKILLS OVERVIEW: • Strategic Business Planning & Tactical Leadership • International Markets & Cultural Understanding: USA, UAE, Kuwait, Oman & Morocco • Shariah Banking Expertise • Financial/Operational Risk Analysis & Regulatory Compliance • Capital Strategies/Asset Management • Bespoke Financial Product Design • Bilateral, Club & Syndicated Transactions • Business Development & Commercial Appraisals/Due Diligence • Programme Planning & Execution • Marketing Analytics & Business Intelligence • £High-value Bid and Contract Negotiations • ‘C’ Level Client Relationship Management
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Pooja Saggi
Providing services: Commercial Real Estate, Real Estate, Property Management, Real Estate Marketing, Financial Advisory
New Delhi
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Summary: Advised clients on investment strategies tailored to their financial objectives. Managed accounts with a focus on maximizing returns while minimizing risks. Built strong client relationships through proactive communication and personalized service SKILLS: *Investment Advisory *Portfolio Management *Client Relationship Management
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DAMULIRA HAKIM
Providing services: Resume Writing, Business Consulting, Accounting, Financial Advisory, Tax Preparation, Grant Writing, Copywriting
Kampala
Summary: A dynamic Accounting & Finance professional with 5+ years of extensive expertise across the domains of Budgeting, Auditing, Business Planning & Analysis, Cash Flow & Treasury Operations, Financial Reporting, Receivables/Payables Management and Taxation I have demonstrated a deep understanding of accounting principles and application of regulatory IFRS standards I am also a highly skilled Career Coach, HR Consultant, and Resume Writer with expertise in guiding professionals through career transitions, optimizing HR practices, and crafting impactful resumes. Adept at leveraging comprehensive knowledge of HR policies, career development strategies, and resume best practices to drive individual and organizational success.
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Tony Turner
Providing services: Engineering Design, Personal Tax Planning, Financial Advisory, Project Management, Tax Advisory
White Marsh Town Center, MD
Summary: I work with CFOs and asset managers at large commercial real estate firms who are looking to better control roof-related capex while improving tax timing and budget predictability across large portfolios.For owners managing millions of square feet, roofing is rarely optional — but how and when that spend occurs makes a meaningful difference financially.We help ownership groups by:Identifying roof projects that may qualify for Section 179 and bonus depreciationSequencing roof work to align with taxable income and capital plansProviding portfolio-level inspections that translate into 3–5 year budgeting forecastsReducing unplanned failures that disrupt cash flow, tenants, and reportingRather than reactive replacements, our clients use inspections and condition data to:Decide which roofs to expense now vs. deferSupport lender and audit conversations with documentationAvoid year-end “scramble spend” or surprise leaks-----------------------------------------------------------------------------------------------------------------------------Turner Roofing CompanyWe are a 45-year-old family owned and operated commercial roofing and sheet metal restoration, repair, maintenance and installation company serving in the DMV area as well as Southern Pennsylvania.Turner Roofing Company, Inc. is a full-service commercial roofing contractor located in Maryland. The goal of Turner Roofing Company, Inc. is to provide full service, quality specialized services in the areas of purchasing, supply of materials, installation, repair, replacement, and other services needed for commercial roofing. Turner roofing serves the needs of our clients throughout the state of DMV (Washington DC, Maryland and Virginia) and surrounding areas.Our goals are quality care for our customers with expert roof evaluations, repairs and installation. Specialties: Caring for our customers and employees