• Haris Shah

    Providing services: Financial Planning, Financial Analysis, Financial Advisory, Budgeting

    New York, NY

  • 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

  • Sean LeGall-Fleming

    Providing services: Budgeting, Financial Advisory, Financial Planning, Insurance, Retirement Planning, Financial Consulting, Tax Advisory, Educational Consulting, Business Consulting

    New York, NY

  • Rhett Thurman

    Providing services: Financial Advisory, Management Consulting, Executive Coaching, Financial Planning, Project Management, Strategic Planning, Change Management

    New York, NY

    Summary: Senior finance and administration executive with domain expertise in healthcare, investment banking and private equity. Equally comfortable in the trenches and the boardroom, I've guided organizations ranging from $10m to $500m to profitably manage growth/scaling; to structure and consummate financing transactions (both debt and equity) to fund growth; and through the execution of transformative strategic transactions (both buy and sell-side). I've been partner, sounding board, and principal execution resource for CEOs and boards for 25 years. Following the sale of Cain Brothers, I've begun consulting, primarily to founder-led businesses, in connection with key transaction and operations decisions affecting their business prospects. My solutions are practical, scalable, and informed by years of experience in management consulting, M&A banking, and line operations. For details concerning my prior experiences, please see the Experience section in this profile.

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  • Jamie Zhao, FRM

    Providing services: Financial Planning, Financial Analysis

    New York, NY

  • Aidan Doyle

    Providing services: Financial Advisory, Financial Analysis, Financial Reporting, Wealth Management, Business Consulting, Financial Planning

    New York, NY

    Summary: Aidan Doyle is President & CEO of Wall Street, New York, based financial services company Bellwether Capital Management, LP, as well as being host, producer, & creator of financial commentary TV shows, “This Week In Forex” and “Today On The Street” and editor of the popular financial blog “Aidan On The Markets” Mr. Doyle has been an active trader since the late 1980s both in London and New York, along the way working with a veritable who’s who of the financial community. Mr.Doyle is also a frequent contributor to worldwide financial media, a renowned public speaker and the producer/presenter of the recently-released educational DVD “Understanding Managed Futures.” In late 2012, Mr. Doyle and Bellwether Capital Management became broadcast contributors to the Thomson Reuters Insider Network and also founded the Bellwether Daily Financial Network.

  • George Emihe

    Providing services: Financial Accounting, Financial Advisory, Budgeting, Financial Planning, Financial Analysis, Financial Reporting, Customer Service, Data Entry, Data Reporting

    New York, NY

    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.

  • Matthew Nichols

    Providing services: Financial Advisory, Insurance, Commercial Insurance, Life Insurance, Small Business Insurance, Financial Planning, Retirement Planning, Health Insurance

    New York City Metropolitan Area

  • Angela Serina

    Providing services: Financial Advisory, Financial Reporting, Financial Planning, Financial Analysis, Budgeting, Financial Accounting, Executive Coaching, Team Building, Strategic Planning

    New York, NY

    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.