Denise Calvert Email and Phone Number
As a seasoned professional in Finance & Accounting, Taxes, Logistics, and U.S Business Formation, I bring a wealth of expertise and a strategic mindset to every project. My journey has been marked by a commitment to excellence, continuous learning, and a drive to deliver impactful results for my clients and organizations.ExpertiseFinance & Accounting: With a strong foundation in both practical and theoretical aspects, I excel in financial planning, corporate finance, and technical accounting. My MBA in Finance from Thomas Edison State University has equipped me with advanced knowledge and strategic insight.Taxes: I have extensive experience in tax preparation, tax law compliance, and managing tax schedules, ensuring that businesses remain compliant while optimizing their tax strategies.Logistics: My skills extend to the efficient management of logistics, ensuring smooth operations and effective business processes.U.S Business Formation: I specialize in helping entrepreneurs and businesses navigate the complexities of forming and registering companies in the U.S., providing comprehensive support from inception to full operation.Certifications:Certified Financial Planner (CFP) EducationMaster of Business Administration (MBA), Finance – Thomas Edison State UniversityBachelor of Science (BS), Financial Accounting – Western Governors UniversitySkills:- Finance- Microeconomics- Human Resource Management- International Business- Marketing- Bookkeeping- Technical Accounting- Problem Solving- Corporate Finance- Budget Proposal- Management Skills- Quality Control- Business Operations- Economics
C&S Finance Group
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Chief Executive Officer (Ceo)C&S Finance Group Jul 2024 - Present- Driving the company’s financial planning- Performing risk management by analyzing the organization’s liabilities and investments- Deciding on investment strategies by considering cash and liquidity risks -
Chief Executive OfficerCompose Paper Jan 2022 - Jul 2024- Led a corporation through a period of significant growth and expansion, doubling revenue in the last two years.- Developed and executed a strategic vision, aligning the organization with emerging market trends and technological advancements.- Fostered a culture of innovation, promoting cross-functional collaboration and driving the development of new products and services.- Oversaw all aspects of company operations, including finance, marketing, sales, and human resources, ensuring efficiency and profitability.- Established strong relationships with key clients, partners, and stakeholders, driving customer retention and business development.- Implemented cost-saving initiatives, optimizing resource allocation and improving overall profitability.
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Associate Financial ConsultantBetterment Financial Services Sep 2021 - Oct 2022Goleta, Ca, Us- Provide financial advisory services to a diverse portfolio of clients, ranging from high-net-worth individuals to small businesses.- Develop customized financial plans tailored to each client's unique goals, incorporating investment, retirement, tax, and estate planning strategies.- Conduct regular portfolio reviews and performance analysis to ensure alignment with clients' objectives.- Monitor market trends, economic indicators, and investment products to stay up-to-date with industry developments.- Educate clients on financial principles and investment options, empowering them to make informed decisions. -
Financial Analyst InternshipFreshbooks Jun 2020 - Aug 2021Toronto, Ontario, Ca- Assisted senior financial analysts in conducting in-depth market research and analysis to identify investment opportunities for clients.- Utilized financial modeling and forecasting techniques to evaluate the performance of various investment portfolios.- Collaborated with clients to assess their financial goals and risk tolerance, providing personalized investment recommendations.- Prepared comprehensive reports and presentations to communicate investment strategies and performance updates to clients.- Conducted portfolio rebalancing and adjustments to optimize returns and manage risk.
Denise Calvert Education Details
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Thomas Edison State UniversityFinance And Financial Management Services -
Western Governors UniversityBachelor Of Business Administration In Finance
Frequently Asked Questions about Denise Calvert
What company does Denise Calvert work for?
Denise Calvert works for C&s Finance Group
What is Denise Calvert's role at the current company?
Denise Calvert's current role is Expert in Finance & Accounting | Tax Strategy Specialist | Logistics Efficiency Advocate | U.S. Business Formation Consultant | Certified Financial Planner (CFP).
What schools did Denise Calvert attend?
Denise Calvert attended Thomas Edison State University, Western Governors University.
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