Our team of consultants are qualified professional with a background in finance, accounting, and wealth management. We hold Bachelor's degree in Business Administration/Political Science, Masters of Science in finance from Zicklin School of business, CPA and a Level III candidate for the CFA (Chartered Financial An-alyst) designation. We are skilled in various areas of finance, including capital m
arkets valuation, financial statement analysis, quantitative methods, economics, M&A valuation, accounting, structured products, derivatives, insurance, asset management, and financial software tools like Word, Excel, and PowerPoint. Currently, our members serves as President & CEO of a few financial service companies. As part of our process, we conducts research, analyzes and trades different investment products, manages client assets, and provide financial planning support. Our team manages over $25 million in assets focusing on builds strong client relationships through seminars, networking events, and public engagement. Through our subsidiaries, we provide accounting services to small and medium-sized businesses, performs audits and compilations, prepares financial statements, manages payroll compliance, offers business consulting, prepares income taxes for clients, and represents clients in front of tax authorities. Our expertise also includes managing accounting functions, evaluating business performance, preparing financial statements in accordance with US GAAP, monitoring operational data, and managing debt covenant reporting. Overall, our team has a comprehensive background in finance, accounting, and wealth management, allowing us to provide a wide range of financial services to our clients.
