Sign in to view more insights
Get insights to quickly find providers that fit your needs, view mutual connections, and contact them directly Sign in
1,297 results for Finance Consulting in New York, NY
-
Carol Pepper
Providing services: Wealth Management, Environmental Consulting, Financial Consulting
New York, NY
Summary: Carol Pepper is the CEO and Founder of Pepper International, which is celebrating 23 years in business in 2024. She is also the CEO of Family Office Carbon and assists with the creation of Carbon Credits. In 2022, Carol was named an International Strategy Advisor to The Private Office of His Highness Sheikh Ahmed Bin Faisel Al Qassimi. In 2022, Carol launched Family Office Carbon to guide families to create Carbon Credit projects. In 2021, Carol became a Member of the Advisory Committee for the United Nations Capital Development Fund, www.uncdf.org. Carol has won numerous awards, including: Top 20 Family Office Advisors in the World (2021). Power Woman North America (2019) Boutique Firm of the Year Award by STEP (2017) Top 50 CEOs in Wealth Management and a Power Woman (2016 and 2015) Carol acts as the External CIO to wealthy families and Single Family Offices. She is an expert in Impact Investing. Carol acts as a consultant to families that would like to create their own family offices and has built family offices on five continents. She also helps restructure existing Single Family Offices to bring them to top global standards. Carol lectures extensively around the world on issues of interest to wealthy families. She also appears regularly in the financial press and on television, including the Wall Street Journal, CNBC and Bloomberg, commenting on the markets. Carol is interested in joining Corporate Boards as an Independent Board member. She is open to meeting families who need to set up/ improve their family offices or who need an independent CIO to monitor their global investments.
-
Hilda Coll-Valentin
Providing services: Tax Preparation, Retirement Planning, Team Building, Budgeting, Financial Planning, Life Insurance, Leadership Development, Financial Consulting, Strategic Planning, Health Insurance
New York City Metropolitan Area
Summary: With over 21 years of expereince in the financial services, I've discovered my true passion is helping and serving individuals, married couples, families and business owners prepare for the retirement lifestyle they've dreamed about. Financial Professional guides and helps with Talikor Fitting a plan that best fits the clients Financial Needs. - Retirement Plan - Investment - College Savings - Annuities - Rollover 401K - Life Insurance - Medical Insurance - Final Expense - Tax Advantages - Teach parents and their children in regards to Investment for children 6-12 years old. Partnership with over 200 S&P Companies Power of selection is great since each family, business and individual has different financial needs.
-
Lamont L. Ford
Providing services: Financial Planning, Life Insurance, Insurance, Health Insurance, Financial Consulting, Wealth Management, Retirement Planning, Budgeting, Financial Analysis
New York City Metropolitan Area
Summary: The MnL Agency represents an entire generation that has grown up in the shadows of our nation’s financial and economic difficulties. We have seen our parents, and others, struggle. We follow the news and have opinions about how and why those things happened, and in our mind we’re not pointing fingers, rather we are holding the lack of financial Education as accountable. We believe it is never too late to make adjustments to our Financial situations. As a Company, it’s our responsibility to develop the next generations. They’re eager to make an impact, but they need help. We’ve all been there. When you’re young you think you know it all, but you really don’t because, while we leave college with a lot of technique, we have little experience using it. The one thing we can give is our perspective – Sharing the lessons we’ve learned, attempting to break the cycle, not repeating past Financial mistakes. It’s about helping each generation be better than the last. We help individuals and Families to understand the importance of Financial literacy. We ensure families are Fully covered and are able to leave and inheritance for their children's children. We Analyze credit Status, We ensure Proper Insurance is being used, we educate on the importance of maintaining and building wealth and help with retirement planning Our Mission is to share and expose the message of Financial Education Are You Living LIFE Fully Covered For more information visit us at: http://themnlagency.com Info@themnlagency.com 866-686-9902
-
J. Mark Ackerman
Providing services: Financial Consulting, Content Strategy, Copywriting, Editing, Ghostwriting, Technical Writing, User Experience Writing, Writing, Financial Advisory, Financial Analysis
New York, NY
-
Sean LeGall-Fleming
Providing services: Budgeting, Financial Advisory, Financial Planning, Insurance, Retirement Planning, Financial Consulting, Tax Advisory, Educational Consulting, Business Consulting
New York, NY
-
-
Summary: Over the course of 26 years, I have been an Equity Trader, managed a Trade Desk, managed a Broker Dealer Branch office and co-founded multiple Broker Dealers. I have successfully navigated the FINRA NMA process to get multiple Broker Dealers approved. My experience includes Broker Dealer and RIA compliance, Anti-Money Laundering, Trading and Operations. I have served in many leadership roles such as CCO, COO, CFO & FINOP. I currently hold securities licenses Series 4, 7, 24, 27, 53, 63, 65 & 79. I am a Certified Anti-Money Laundering Specialist (CAMS), a Certified Regulatory and Compliance Professional (CRCP) received from the FINRA Institute at The Wharton School and an Investment Adviser Certified Compliance Professional (IACCP).
-
-
Alexandra Kameneva
Providing services: Financial Advisory, Bookkeeping, Financial Accounting, HR Consulting, Pricing Strategy, Project Management, Financial Consulting, Business Consulting, Financial Reporting, Insurance
New York, NY
Summary: 25+ years of experience restoring companies in financial distress and helping businesses to develop to their full potential. We make sure that the business is profitable by coming up with custom catered financial solutions. From proper stuffing with the key financial department employees and proportional payroll cost, service/product price analysis, need for any service to be outsourced, brake even point analysis, proper software for the business financial needs, banking solutions, proper tax filing and most importantly we show business owners how to understand financial statements so they can understand, on monthly basis the direction of all their efforts. WIth expertise in Business Development, Corporate Finance in any industry we guarantee that in no time either your business will be profitable or redirected or closed which in some cases is needed.
-
Daniel Evangelista
Providing services: Accounting, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Financial Consulting
New York, NY
Summary: Managed Regional reporting and close functions. Created processes which enable effective management of high volume financial analysis. Managed multiple high value entities in Controller role. Provided comprehensive monthly and quarterly financial reporting. *In over five years of managing the Citi, N.A. Monthly and Quarterly Close Process, financials of over 300 entities were successfully submitted for reporting within a 4 day close cycle without a single failed or late submission. Specific Strengths: -Technical Writing (Process breakdowns) -Communication -Teaching / Training -Variance Analysis and Identification -General Ledger Management Email: DJAE67@GMAIL.COM
-
Summary: Delivering excellent client service, applying strong analytical and management skills to solve complex problems and quickly mastering the technical requirements of a new position. Proven ability to cultivate strong client relationships and analyze clients’ business for new growth opportunities by taking processes and making modifications. Specialties: Proven ability to cultivate strong client relationships, analyze clients' business for new growth opportunities and effectively cross-sell financial services.