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Providing services: Management Consulting, Financial Advisory, Corporate Events
Summary: I have worked in the financial industry for over 30 years. As a former market maker, investment banker, transfer agent and public company CEO, I have helped 100's of companies get listed and up listed on the various exchanges. I consult companies on a variety of topics including but not limited reverse mergers and aquisitions, 15c-211 filings, market making, listing and uplistings, capital formation, REG-A, 506(c), board member participation and capital market strategies.
Providing services: Accounting, Financial Advisory, Personal Tax Planning, Tax Preparation, Small Business Tax
Providing services: Management Consulting, Financial Advisory, Commercial Real Estate
Summary: 25 years of private equity experience as Co-Founder, Managing Partner and Partner of three private equity funds 6 years of investment banking experiences at Goldman Sachs, Furman Selz, JP Morgan Chase and Lazard Freres 3 years of commercial real estate experiences at JP Morgan Chase and Lazard Freres
Providing services: Presentation Design, Financial Advisory, Architecture
Summary: A passionate, enthusiastic , motivated individual, I am determined to learn and expand my knowledge in the Health care industry, real estate and the business world in general. My interest in technology led me to become a certified fiduciary rep and business owner.
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Providing services: Data Entry, Project Management, Research Skills, Strategic Planning, Content Strategy, Financial Advisory, Team Building, Engineering Design, Educational Consulting, Cybersecurity
Summary: Trilingual: English (Native), Arabic (Above Average), Spanish (Average)— familiar with 14 coding languages. Financier && PROVEN blockchain aficionado. Proficient in SQL/Python/Javascript/API. Completed AppAcademy.IO/MIT Blockchain Fall ‘16 certified (AA= #1 coding bootcamp) w/ an admission rate of 2.4%. Over a decade of cybersecurity/data analysis && 7Y forex trading/account management experience, including years of volunteering/fundraising and fortifying/bolstering my extensive education in modern history/geopolitics/finance/tech. A natural born leader. Proficient, reliable, consistent, unrelentingly authentic; fueled by an EXTREME passion with an established track record to boot: INSATIABLE curiosity & hunger, desire to be the best at all times. Mastered what I refer to as the 3-headed Hydra of Fintech: 1) Tech 2) Finance 3) Cybersecurity Dedicated, focused, uncompromising: working 10X as hard for 1/10th as much (at any time) just to prove you wrong. I’m untenable, socially awkward; NOT a people person. I'm not the guy you want to have a beer with. Most people don't like me. If you're looking for a friend, look elsewhere. A paradoxical enigma, introverted, riddle. I couldn’t care less while obsessing about your opinion of me. NEVER one to overcompensate. I have no insecurities nor shortcomings (none that I am not willing to openly discuss) anyway. I’ll NEVER compromise my ethos nor integrity. Not for ANYONE / $. Recent history/events has proven as much. TOP organizational skills/a born perfectionist, working smarter && harder (optimizing my performance through a mix of neurosis, OCD, autism) I am ANYTHING BUT what I appear to be: the personification of the cliche about the book judged by its cover. Hindsight == 2020. I work 10x harder & am 10X more driven; the ONLY CT ‘influencer’ (pre-exile) CONSTANTLY providing *UNCONDITIONAL* advise/philanthropy. Thousands of hours displaced in a slew of opeds: mostly TradingView/Twitter. Almost a decade wiped: courtesy of selective editing, social engineering && my stubbornness. Putting in “997” and helping everyone but myself. Why? Civic duty + my love of Blockchain. NEVER ONCE as a content creator did I EVER do ANYTHING for clout or financial incentive. EXCLUSIVELY focused on EDUCATION, INTEGRATION, DE-STIGMATIZATION + passing on my blood/sweat/tears/knowledge + expertise; LEARN from my mistakes, so you DON'T HAVE THEM. I EARNED my status as a fiduciary/developer/consultant/advisor/fixer etc. Few are better poised for leadership roles in crypto as of Q421-Q122. Historical precedent > Hype ☮️💟
Providing services: Financial Accounting, Financial Advisory, Budgeting, Financial Planning, Financial Analysis, Financial Reporting, Customer Service, Data Entry, Data Reporting
Summary: Dynamic professional with experience in operational Finance & Accounting, and with demonstrated history of working in the logistics and supply chain industry. Skilled in Management, Budgeting, Analytical Skills, Expenses, Accounting, and Financial Statements. I have developed a passion for success and my diverse experiences have created a unique ability for me to see the big picture and manage the smallest of details.
Providing services: Financial Advisory, Insurance, Commercial Insurance, Life Insurance, Small Business Insurance, Financial Planning, Retirement Planning, Health Insurance
Providing services: Financial Advisory, Financial Reporting, Financial Planning, Financial Analysis, Budgeting, Financial Accounting, Executive Coaching, Team Building, Strategic Planning
Summary: During the past 15 years I have spent digging in to the inner workings of high-growth organizations from pre-product start-ups to large multi-national public companies as a Finance & Accounting professional focused on driving performance improvements and executing transactions including equity and debt financings, restructures, M&A, and initial public offerings. Today, I bring that experience to support Founders & CEOs grow their businesses as both an executive advisor and fractional-operator.
Providing services: Financial Advisory, Bookkeeping, Financial Accounting, HR Consulting, Pricing Strategy, Project Management, Financial Consulting, Business Consulting, Financial Reporting, Insurance
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.
In the wise words of Dave Ramsey, “You must gain control over your money or the lack of it will forever control you.” While this advice holds true no matter where you live, it can feel especially important to heed in NYC, one of the most expensive cities to live in the US, and the world.
Whether you’re just getting started in your career, or are hoping to retire soon, we can help you find top independent financial advisors to help you make the best choices for your goals.
From helping you understand the basics of budgeting, to planning for an upcoming vacation or costly purchase, there is no question too general when it comes to finance.
There is no one-size-fits-all recommendation for retirement planning, with key factors including your current age, how much money you have set aside, and the type of lifestyle you want to live in your retirement years. A financial advisor will consider all these elements and many more in helping craft a plan that works for you.
Whether you’re not sure where to begin, or you want advice on whether your current portfolio supports your short and long-term financial goals, financial advisors can help you understand the investment options best suited to your needs and risk tolerance.
A financial advisor can help you in understanding how your estate goals can influence your overall planning, and if any adjustments might need to be made to any existing planning you’ve already done in light of changes you might be making in other areas.
Help prepare yourself to gain as much from your time with your financial advisor as possible by coming prepared with a list of questions. Some to include are…