I work with individuals, Small and Medium-sized Enterprises through a comprehensive and fully inclusive financial planning approach. I strive to provide the highest level of service by helping clients identify and prioritize their financial objectives. My company's services enable me to meet all of my clients' needs, ranging from life insurance, retirement, and estate planning strategies to asset management and long-term care. Additionally, I offer a full range of strategies for employers and business owners. I develop tailored plans by selecting the most appropriate products from among those available from hundreds of leading investment and insurance companies.CFO | Team Leadership | Capital Raising | Access | Analysis | Bloomberg | Budgets | Business Analysis | Business Planning | C++ | Enterprise Software | Excel | Financial Analysis | Financial Modeling | Internal Controls | Java | Networking | Project Planning | Software Development | Strategic Planning | Team Leadership | VBA | Accounting System | Budget Management | Budget Monitoring | Cost Accounting | Cross Functional Team | Leadership | Cross Functional Team Management | Executive Leadership | Financial Accounting | Financial Controls | Financial Management | Financial Operations | Financial Planning & Analysis | Financial Reporting | GAAP | Internal Controls | IT Operations | New Business Development | Operating Expenses | Operating Models | Operations Management | Planning Budgeting & Forecasting | Process Control | Product Development | Reduced Operating Costs | Supply Chain Operations | Tax Accounting | Team Building | Venture Capital
Listed skills include Analysis, Financial Analysis, Financial Modeling, Finance, and 20 others.