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78 results for Finance Consulting in West Palm Beach, FL
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Summary: Insurance Broker
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Philip Almony
Providing services: Commercial Photography, Real Estate Photography, Video Editing, Stock Photography, Videography, Insurance, Brand Consulting, Educational Consulting, Financial Consulting, Management Consulting
West Palm Beach, FL
Summary: Experienced Yacht Broker / Sales Professional with a demonstrated history in the New model (Robalo and Grady-White) and Brokerage forum (Primarily outboards and the occasional set of Diesels). Acting as a guide: I connect client's to the proper boat/yacht, managing the clients needs and expectations. The maintenance of established client relationships is paramount for further cultivation and the eventual harvest, thus ensuring a robust pipeline for years to come. A strong operations professional skilled in Customer Acquisition, Sales, Customer Relationship management (CRM), Sales Operations, and Customer Retention. I currently manage a network that in effect allows me satisfy financing, insurance, transportation (on water or over the road), wholesale options, lift installations, and virtually any foreseen or unforeseen client or office request. Extremely self-motivated. Current Brokerage holdings 1.2m. As of 1/28/2021 A licensed and bonded Yacht Broker in the state of Florida.
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Genista H.
Providing services: Financial Planning, Financial Consulting, Property Management, Product Launch Events, Life Insurance, Advertising, Brand Marketing, Content Marketing
West Palm Beach, FL
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Jas Washington-Brown
Providing services: Executive Coaching, Business Consulting, Financial Consulting, Management Consulting
West Palm Beach, FL
Summary: Helping entrepreneurs and small business owners find innovative funding solutions to grow and expand. Our team of experienced financial educators at JWB Business Elite Network, are proud to draw knowledge from a broad range of backgrounds and fields of expertise to offer customized guidance. Whether you’re looking for specific advice or general assistance navigating the current business climate, we are ready and available to guide you each step of the way. Contact us through our booking form to see how we can help.
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Amber F.
Providing services: Bookkeeping, Accounting, Tax Preparation, Financial Consulting, HR Consulting, Project Management, Budgeting, Financial Accounting, Business Consulting, Financial Reporting
West Palm Beach, FL
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Christopher Georgopoulos
Providing services: Financial Advisory, Financial Planning, Wealth Management, Retirement Planning, Financial Consulting
West Palm Beach, FL
Summary: Christopher is a Director, Wealth Advisor with Cresset and specializes in providing concierge service and solutions to ultra-high-net-worth individuals and families. He is officed in south Florida but works with clients throughout the country. Chris began his career in 2002 as an equity and options trader with AMR Capital. In 2010 he left the trade desk to head the sales team at Lowry Research Corp. Most recently in 2017, he joined Bank of America Private Bank (formerly U.S. Trust) as a Private Client Advisor and served as the lead advisor on a large book of ultra-high-net-worth clients. Chris is a graduate of the University of Tampa with a bachelor’s degree in Finance with a concentration in Statistics. He is active in the Greek Orthodox community in south Florida and a proud member of the Friends of the Uffizi. Chris and his wife reside in Jupiter, Florida, with their twin sons. Outside of work and family, he enjoys spending time at the thoroughbred races.
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Deborah Burke
Providing services: Mortgage Lending, Commercial Lending, Commercial Real Estate, Real Estate, Financial Consulting
West Palm Beach, FL
Summary: Focused on facilitating commercial and select residential capital funding opportunities for all types of scenarios. My focus is to provide "Ethical Solutions for Difficult Scenarios." Call me if you've hit a road block with other financing requests. Business Loans (SBA and other) Capital and project funding Debt/Equity Financing Loans for Real Estate Projects (various) Commercial, Residential, Construction, Rehabilitation Rental Portfolio, Fix and Flip, etc...
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Summary: Seacoast Business Funding develops customized working capital solutions through the utilization of Accounts Receivable Financing, Invoice Factoring, and Asset-Based Lending. Our unique combination of extensive industry expertise, access to a stable source of funding through our affiliation with Seacoast Bank, and a relationship-based approach enables us to forge true partnerships with our clients. We welcome the opportunity to partner with brokers, bankers and other financial professionals. Prospect Profile -$2mil and up in annual revenue -Business in transition: Early Stage, Turn Around, High Growth, and/or Acquisitive. -Loan Size: $250k-$40mil -Collateral: Commercial AR, Inventory, and some term financing on equipment/machinery -Need for Flexibility: Higher advance rates, covenant light, customer concentration, seasonality, etc.. -Private ownership or Sponsor Backed -Industries: Staffing, Distribution, Manufacturing, Business Services, etc...
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Catherine Polselli, MBA
Providing services: Accounting, Financial Accounting, Financial Consulting, Project Management, Budgeting, Financial Analysis, Financial Reporting, Strategic Planning
West Palm Beach, FL
Summary: Mission-focused, detail-oriented, transformational leader with more than twenty-five years of senior and executive-level experience in public, private and not-for-profit sectors. Demonstrated success in strategic planning as well as operational leadership to meet and/or exceed KPIs. Excellent cross-functional leadership skills in high-pressure, challenging, and deadline-driven environments. Extensive experience in enterprise-wide accounting and financial responsibilities, cost accounting, cash management, forecasting, budgeting, P & L responsibility, revenue optimization, operations management, process and SOP development, compensation, and benefits. Extensive cross functional leadership spanning Data Analysis, Program Management, Project/Team Leadership, Policies/Procedures, Process Improvement, Performance Measurement, Change Management and Workflow Design. Proven ability as a mentor, team builder and developer of talent.