Best professionals offering financial planning services in United States
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Daniel Indoccia
Financial Analyst
Accounting / Finance
If you got funded currently and do not know how to handle the funds and would like to put a portfolio together for your business, then I am the person ...
Eric Baumgardner
CFO / Vice President of Finance
Accounting / Finance
Financial planning and analysis, corporate development, M&A, and pricing strategy.
Jack Santoro
Student looking for Internship Opportunity
Banking / Loans
Hello there! I'm a senior at the University of Delaware, on the verge of embarking on an exciting journey in the world of finance and wealth managemen ...
Lefavi Wealth Management
Lefavi Wealth Management
Legal
We know that every person is different and has different goals. We’re serving individuals and families interested in preserving what they’ve already e ...
Benjamin Heitner
Director of Finance
Accounting / Finance
I am a proactive and forward-thinking senior Finance professional with 15+ years of experience in financial planning & analysis, financial modeling, a ...
Veronica Kelly
Financial Planning Specialist
Accounting / Finance
I am a licensed freelance financial professional with licenses in multiple states, dedicated to helping individuals, families, and businesses effectiv ...
Marcella Brescia
Customer Service, HR, Data Entry
Administrative
I have 25+ years in customer service, to include HR for a major department store, payroll, benefits, client centric focus and finance.
Vicki Hochman
Controller
Accounting / Finance
Accomplished finance and accounting professional with over 25 years of progressive experience in driving financial performance, optimizing operations, ...
Charles Weschke
Finance Leader
Accounting / Finance
Strategic minded Finance Professional with broad experience managing financial planning, analysis and reporting, forecasts and budgets, accounting fun ...
Ed Jones
Small Biz/Creative Manager
Upper Management / Consulting
Help with the business side of being in business, so you don't have to.
Val Luks
Vendor Manager
Upper Management / Consulting
Contract Lifecycle Management (CLM) Manager with over 15 years of global project management experience. With a strong background in vendor management, ...
James Wall
Financial Planning & Analysis I Financial Analyst
Accounting / Finance
With over 25 years of experience in financial planning, revenue strategy, sales & marketing and operational leadership, I thrive at the intersection o ...
Sandra Casey
Finance and Operations Executive
Accounting / Finance
Visionary business executive with a 25+ year track record of driving enterprise-wide transformations, operational excellence, and financial turnaround ...
David Mackey
Marketing Automation Specialist
Marketing / Advertising / Public Relations
I manage projects and ensure they are completed on time and within budget. · I analyse business processes to identify areas for improvement and effici ...
Varsha Patel
Freelance Workday Adaptive Planning Consultant
Accounting / Finance
I’m a freelance Workday Adaptive Planning consultant who helps organizations design, implement, and optimize financial planning and reporting solution ...