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303,176 results for Financial Planning
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Dudu Cearense
Providing services: Financial Consulting, Leadership Development, Financial Planning, Training, Business Consulting, Corporate Training
São Paulo, SP
Summary: 📊CEO da Okto Investimentos, graduando economia, certificado como AAI, ( Assessor de Investimentos) CEA ( Especialista em Investimentos), com mais de 5 anos de experiência no mercado financeiro e um apaixonado por aprender e conectar com pessoas com o mesmo propósito de transformar vidas, empresas e deixar um legado para as próximas gerações. Abaixo um pouco da minha história como ex- atleta de alta performance. Campeão Mundial Sub20 & Copa América pela Seleção Brasileira em 2004. Ajudando atletas na sua gestão financeira e patrimonial - Iniciei minha carreira profissional no Esporte Clube Vitória estreando aos 17 anos de idade - Convocado para a disputa da Copa das Confederações 2002 pela Seleção Brasileira Principal - Bi Campeao Baiano pelo Esporte Clube Vitória 🏆🏆 - Bi - Campeão da Copa do Nordeste pelo Esporte Clube Vitória 🏆🏆 - Medalha de prata nos Jogos Panamericanos com a Seleção Brasileira 🥈 - Campeão Mundial Sub-20 com a Seleção Brasileira 🏆 em 2003 - 2° melhor jogador do mundo no mundial sub-20 em 2003 🥈 - Bola de Bronze como Artilheiro do mundial sub-20 em 2003 - Convocado para o Torneio pré-Olímpico - Campeão da Copa América🏆 - 12 Convocações para Seleção Principal - Bi - Campeão Russo 🏆🏆 - Um orgulho ter disputado o maior torneio do mundo de clubes | 4 Champions League - Vice - Campeão da Super Copa da UEFA - Bi - Campeão da Supercopa da Rússia🏆🏆 - Bi- Campeão da Copa da Rússia🏆🏆 - Bi- campeão da Supercopa da Rússia🏆🏆 - Bi- campeao grego com Olympiakos 🏆🏆 - Campeão da Copa da Grécia - 2009 - Campeão Mineiro com Atlético Mineiro 🏆 - Campeão Brasileiro da Série B pelo Góias 🏆 - Campeão Goiano pelo Goiás 🏆 - Bicampeão Cearense pelo Fortaleza 🏆🏆 - Campeão Carioca pelo Carioca🏆 2019 Anuncie a minha aposentaria dos gramados. Gratidão a todos que participaram dessa longa jornada.
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Ananthanarayanan S
Providing services: Accounting, Bookkeeping, Financial Accounting, Financial Reporting, Financial Planning, Financial Analysis, Payroll Services, Outsourcing
Chennai
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Bridgette Walshe
Providing services: Human Resources (HR), Project Management, Strategic Planning, Property Management, Editing, Writing, Budgeting, Financial Analysis, Financial Planning, Financial Reporting
Dallas-Fort Worth Metroplex
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Prashant Karkera
Providing services: Team Building, Market Research, Financial Accounting, Mortgage Lending, Financial Advisory, Advertising, Financial Planning, Insurance, Loans, Retirement Planning
Mumbai Metropolitan Region
Summary: At Equitas Small Finance Bank, as Regional Sales Manager since September 2024, I focus on leveraging over a decade of professional experience in Communication, Client Services, and Business Analysis to drive sales and client satisfaction. Collaborating closely with teams, I contribute to delivering tailored solutions and fostering meaningful client relationships. My career spans across reputable organizations, including IDFC FIRST Bank, Kotak Mahindra Bank, and Deutsche Bank, where I honed my expertise in team management and business analysis. I am committed to driving impactful outcomes and aligning business strategies with client needs.
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LaToya Williams
Providing services: Financial Planning, Accounting, Notary, Business Consulting, Healthcare Consulting
Phoenix, AZ
Summary: Starting a healthcare business is one of the hardest things you’ll ever do — unless you have someone in your corner who’s already done it.I’m LaToya Williams, Principal Consultant at Aligned Consultants and a healthcare industry veteran with over 20 years of experience that spans nearly every corner of the industry. I’ve worked inside Arizona’s top Managed Care Organizations (MCOs) in network development, credentialing, and provider relations. I’ve sat across the table from both sides — as the one evaluating providers and as the one building the practice.Then I made the leap myself.I built and operated a Behavioral Health Residential Facility (BHRF), scaled to an outpatient clinic, and ultimately evolved into a fully Integrated Care Clinic — navigating every regulatory, operational, and business challenge that comes with growth. I didn’t just consult on these processes. I lived them.That lived experience is exactly what I bring to Aligned Consultants.Today, I work with healthcare entrepreneurs and start-ups — in their first two years and beyond — helping them build the right foundation from day one. Whether it’s licensing and credentialing, MCO contracting, compliance, operational structure, or strategic growth planning, I help new providers avoid costly mistakes and move forward with clarity and confidence.If you’re stepping into healthcare ownership, you don’t have to figure it out alone.Let’s get your business aligned.
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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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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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Lizzie Mackay
Providing services: Project Management, Strategic Planning, Financial Planning, Budgeting, Interior Design, Program Management, Pricing Strategy, Trade Shows
Greater London
Summary: Experienced Procurement Director and Managing Director of Act 1 Global - a design-led procurement consultancy delivering high-value projects across prime & ultra prime residential, hospitality, wellness, and development sectors. Skilled in strategy, sourcing, negotiation, and stakeholder engagement, with a focus on sustainability, discretion, and design integrity. Proven history delivering complex FF&E packages from £250k to £20M+ across the UK, Europe, Middle East, and the Americas.
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Daniel F.
Providing services: Budgeting, Financial Planning, Payroll Services, Financial Accounting, Trade Shows
Dubai, United Arab Emirates
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Summary: As President & CEO of Members Trust Company, I lead a national wealth management firm with over $4 billion in assets under management, serving credit unions, RIAs, financial advisors, and institutions across the U.S. We specialize in delivering fiduciary trust services, investment management, and estate settlement solutions built on a foundation of institutional rigor and people-first values. Founded by America’s credit unions, MTC is rooted in a philosophy that puts people over profits. Our credit union DNA grounds us in purpose, but our expertise is Wall Street level. We bring a rare combination of mission-driven culture and high-performance capabilities to a space that demands both. That means sophisticated wealth strategies, backed by best-in-class investment research, and an experienced team who understands the complexities of fiduciary responsibility. We partner with financial advisors, credit unions, and RIAs who want to elevate their client experience with trust and estate solutions tailored to today’s increasingly complex wealth landscape. Our approach is collaborative, transparent, and always centered on delivering exceptional outcomes for advisors and their clients. I’m honored to lead a team of professionals who are redefining what it means to serve in this industry. We’re agile, innovative, and deeply committed to doing right by our partners clients, and one another. We work hard, think big, and act with humility and accountability. If you’re a financial advisor looking for a trust company that can scale with your growth, or a talented professional seeking a meaningful career in wealth management, let’s connect. Members Trust Company might just be your next great partner, or your future home.