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94,073 results for Retirement Planning
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Kashish Kapoor
Providing services: Wealth Management, Financial Planning, Financial Advisory, Retirement Planning, Insurance, Budgeting
Bengaluru
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Sandy Kenny
Providing services: Financial Advisory, Financial Analysis, Financial Planning, Retirement Planning
Oxted
Summary: Helping high achieving individuals reach their personal financial goals.
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Aleksander Dyo
Providing services: Financial Advisory, Small Business Tax, Wealth Management, Retirement Planning, Insurance
Los Angeles, CA
Summary: Aleksander is renowned for his proficiency in sophisticated Qualified Plan models and Financed Charitable Giving strategies. Boasting a clientele of 400+ business moguls and affluent earners, he has successfully facilitated tax savings of over $60MM. With an illustrious journey as a serial entrepreneur, a steward at a private equity fund, and an angel investor across finance, tech, and real estate sectors, Aleksander effortlessly fuses his first-hand experience into pragmatic business management and wealth growth techniques. His candid demeanor, unwavering commitment to results, and ability to think beyond the conventional set him apart, paving the way for pioneering wealth generation solutions.
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Sanjay Sanghavi
Providing services: Financial Planning, Financial Accounting, Budgeting, Financial Analysis, Business Consulting, Financial Consulting, Management Consulting, Wealth Management, Retirement Planning
Dubai, United Arab Emirates
Summary: Brief Profile - CA Sanjay Sanghavi Experience: • Director Finance, Ayana Holding – January 2022 to July 2023 • Head of Finance, Mara Phones Limited (Manufacturing Company in East Africa) –August 2020 to July 2021 • Director of Finance, United World Infrastructure – September 2004 to June 2020 • Finance Manager, Dubai International Financial Center – June, 2002 to August, 2004 • Audit Manager, Ernst & Young – September, 1996 to June, 2002 A senior, qualified finance and investment professional with robust experience (Big 4, DIFC, and Private entities) in the following: • Develop and implement strategic financial planning • Setting up policies, procedures, and internal control framework for new entities • Overseeing and analyzing financial accounts, management reporting, and taxation (including CT and VAT). Well-versed with Microsoft Dynamics Navision and Oracle NetSuite. Tracking and monitoring project revenue and costs, IFRS-compliant financial statements including consolidation of group accounts • Financial Planning and Analysis (Budgeting, Forecasting, Managing liquidity position, periodical cash flow projections) • Raising debt (short-term and long-term capital, project financing, trade facilities) and equity capital. • The core team structures transactions through a reverse merger with listed SPAC entities and raised funds through Islamic medium-term note • Cost control, reconciliation, review of general ledger, payable and receivable account balances • Managing external and internal audit • Managing financial position by nurturing and strengthening internal procedures and leading diverse teams • Maintaining seamless coordination with various stakeholders, including banks • Expert in overseeing entire company accounts, including accounting investments in joint ventures and subsidiary companies, reporting management information to key stakeholders, and assisting in the key decision-making process • Preparing financial and investment models and determining IRR/NPVs of the project and equity, determining optimal capital mix, cashflow projections • Risk Management – identification, assessment, mitigation, and reporting • Financial and legal due diligence, including business valuation • Development of a Comprehensive Business Plan in consultation with the operating units • Industry knowledge - Real Estate and Infrastructure, Government Services, Manufacturing, Hospitality, Management Consultancy, • Well-versed with Power BI and MS Office 365 Professional Qualification: Chartered Accountant, Chartered Financial Analyst (Level 3)
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Galvin Ramsamy
Providing services: Business Consulting, Financial Accounting, Personal Tax Planning, Wealth Management, Retirement Planning, Administrative Assistance, Outsourcing, Payroll Services, Financial Consulting, Tax Advisory
Plaines Wilhems District, Mauritius
Summary: As the Commercial Director at JurisTax, I lead the business development and marketing team across six jurisdictions, serving clients in various sectors and industries. With more than a decade of experience in the financial services and marketing industry, I have developed a significant track record of building and maintaining long-term relationships, closing deals and delivering value-added solutions.
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Tasnem Rahman
Providing services: Human Resources (HR), Retirement Planning, Administrative Assistance, HR Consulting, Executive Administrative Assistance
Dhaka, Bangladesh
Summary: My goal is to obtain a challenging position in HR that will help my leadership and diversified people management skills in developing human capital and enhance the organizational image in terms of employer branding. I am a good team player with positive thinking who never give upon challenges easily and is adapting to changing environments very fast.I have excellent interpersonal skills and easily relate to people and their concerns.
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Salvador Moreno Segura
Providing services: Financial Consulting, Wealth Management, Financial Advisory, Retirement Planning, Executive Coaching
Mexico City Metropolitan Area
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Anthony Mitchell 🇺🇸 🇮🇱
Providing services: Health Insurance, Life Insurance, Brand Marketing, Advertising, Market Research, Public Relations, Financial Planning, Retirement Planning, Wealth Management
Rochester, New York Metropolitan Area
Summary: Experienced Insurance Broker with a demonstrated history of working in the insurance industry. Skilled in Negotiation, Budgeting, Microsoft Word, C++, and Editing. Strong sales professional with a Master of Arts (M.A.)BA, AAS(2)AS focused in Businesss,Marketing, Liberal Studies, History, General Studies from Nazareth College of Rochester. Single and available.