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
106 results for Financial Planning in Spring, TX
-
Summary: I am a Hispanic first generation student who is constantly learning on ways to improve myself and build connections with other people. I am currently a senior majoring in finance with a minor in accounting and am eager to learn more in depth real life experiences to apply when needed.
-
John Hunter
Providing services: Financial Advisory, Wealth Management, Retirement Planning, Financial Planning
Spring, TX
Summary: As Portfolio Manager, I partner with private clients to develop and deploy fit-for-purpose investment portfolios. As Hedge Fund Manager, I manage strategy and execution of our private placement / hedge fund offering for qualified investors. __________ At Trinity Legacy Partners, we are a fee-only investment management and financial planning firm. Additional information can be found at www.trinitylegacy.com.
-
Maggie Alexander
Providing services: Accounting, Bookkeeping, Financial Accounting, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Financial Advisory
Greater Houston
Summary: With a dynamic career spanning 16 years in finance, I am a seasoned and results-driven Financial Controller with a passion for precision and strategic financial management. My expertise lies in orchestrating financial success through meticulous analysis, robust forecasting, and implementing efficient financial strategies. Professional Journey: Throughout my career, I have honed my skills in financial planning, budgeting, and reporting, consistently exceeding organizational goals. My experience spans various industries, allowing me to adapt swiftly to diverse business landscapes and deliver tailored financial solutions. Strategic Leadership: As a strategic leader, I have successfully guided organizations through periods of growth and transformation, optimizing financial processes for maximum efficiency and profitability. My proactive approach to risk management has safeguarded financial assets while identifying opportunities for revenue enhancement. Technological Proficiency: In tune with the latest technological advancements, I leverage cutting-edge financial tools and systems to streamline processes, enhance accuracy, and provide real-time insights. My commitment to staying abreast of industry trends ensures that I bring innovation to financial practices. Team Collaboration: I thrive in collaborative environments, fostering cross-functional relationships to align financial objectives with broader business goals. My leadership style encourages teamwork, bringing out the best in my team members and promoting a culture of excellence. Ambitions: Looking forward, I am enthusiastic about contributing my wealth of experience to an organization poised for growth. My goal is to continue shaping financial landscapes, driving strategic initiatives, and fostering financial sustainability. I am ready to bring my analytical prowess, leadership acumen, and passion for financial excellence to a dynamic team eager to achieve new heights. Key Skills: Financial Planning & Analysis Budget Management & Forecasting Risk Mitigation & Compliance Team Leadership & Collaboration Systems Implementation & Optimization Strategic Financial Decision-Making I am excited about the prospect of contributing my skills and experience to a forward-thinking organization ready to embark on a journey of financial success.
-
Doris Stuart, CPA
Providing services: Financial Accounting, Accounting, Financial Consulting, Project Management, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Bookkeeping
Spring, TX
Summary: Experienced Senior Finance Executive specializing in the manufacturing, construction and real estate sectors. With career track record of building efficient financial operations across domestic and international locations and across diverse industries. Respected for demonstrating good judgment and integrity while influencing executive teams and shareholders.
-
Vince Calicchia
Providing services: Loans, Business Consulting, Financial Planning, Public Speaking, Commercial Lending, Commercial Real Estate
Greater Houston
Summary: I have been active in the lending industry since 1990. I enjoy building relationships with business owners to help them grow and succeed.
-
-
Sonia Attri
Providing services: Financial Consulting, Management Consulting, Budgeting, Financial Analysis, Financial Planning, Financial Reporting, Data Reporting, Strategic Planning, Pricing Strategy, Project Management
Spring, TX
Summary: Finance leader with a wide ranging background in financial analysis, budgeting, forecasting, strategic planning, process improvement, data manipulation, financial modeling and financial systems. Result oriented and goal driven. I have been recognized for my strong technical abilities, interpersonal leadership skills, adaptability, and ability to provide actionable financial analysis to support operations.
-
Rob Lloyd, CFA
Providing services: Wealth Management, Retirement Planning, Financial Planning, Financial Advisory
Greater Houston
Summary: BANNER PICTURES: Left - in Italy with my son Joseph when he was an exchange student years ago; Center - a wonderful family diving trip to Cozumel, Mexico; Right - My wife greeting me after returning from my first Navy deployment (we were sailors once, and young). Your family is important. Most people want to invest wisely to protect their family and their future. Nobody wants to run out of money in retirement or make an avoidable mistake with their investments. The question is how to get there. We are here to listen to your story and craft a plan for achieving your long-term goals. It's more complicated than you think, but not hard to understand. We are happy to walk you through the process. Reach out to us and we’ll be happy to talk. 281.886.3039
-
Shane Green
Providing services: Customer Service, Real Estate, Financial Planning, 3D Design
Spring, TX
Summary: As an experienced professional, with a strong background in sales, risk management, and analysis, I have a proven track record of delivering results and driving business growth. My expertise in these areas has enabled me to successfully navigate complex market conditions and implement effective strategies to achieve organizational goals.
-
Felipe Casares
Providing services: Financial Analysis, Financial Planning, Retirement Planning, Team Building, Life Insurance
Spring, TX
Summary: Felipe Casares Financial Broker. Serving families, investors, business owners. 5+ years of experience in business and in providing exceptional customer experience. "Specialize in tax free retirement, principle protection, lifetime income, probate avoidance, safe money."