investment analysis Search Results
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A proactive Finance Business Partner with strong background in financial analysis, budgeting and forecasting. The goal is to develop and implement fin... View More
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Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. R... View More
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Investment consultant with a strong focus on revenue generation through strategic partnerships and effective team leadership. Expertise in real estate... View More
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Certifications
- Licensed Real Estate Broker, Department of Justice, 01/2011
- Mediation Graduate, IDC, 01/2016
- Lifeguard, 04/2010
MBA (FinTech) candidate (2023–25) with hands-on experience in financial modeling, credit risk assessment, IPO research, and general ledger audits. Pro... View More
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Certifications
- Anti-Money Laundering, KYC & Compliance – Udemy (2025)
- Financial Analyst Course – Udemy (2025)
- Power BI (PL-300/DP-600 Prep) – Udemy (2025)
Dynamic Chief Financial Officer with a proven track record driving strategic planning and operational efficiency. Expert in financial modeling and cap... View More
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- California Insurance License, #OE09781, FINRA 6, FINRA 63, FINRA 65, California Realtor License, Residential Care Facility for Elders (RCFE) Administrator License, California Health and Life Insurance License
Detail-oriented finance graduate with expertise in financial analysis, portfolio management, and investment strategies. Strong background in financial... View More
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Finance graduate with extensive experience in the event management industry. Proven expertise in financial analysis and budgeting combined with a stro... View More
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Motivated Director of Finance promoting more than 15 years of proficiency in identifying and analyzing trends and partnering with other departmental l... View More
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Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities ... View More
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Finance graduate with SIE, Series 7, and Series 66 licenses, seeking a markets-focused role in investment operations, trade support, portfolio operati... View More
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Certifications
- - Series 7
- - Series 66
- - SIE