• Genesis Calderon

    Providing services: Bookkeeping, Accounting, Executive Administrative Assistance

    New York, NY

  • Garrick Lombardi

    Providing services: Public Speaking, Business Consulting, Event Planning, Financial Advisory, Wealth Management, Research Skills, Program Management, Writing, Project Management, Management Consulting

    New York, NY

    Summary: Investment Banking Analyst at Moelis - Recent Graduate of the University of Michigan Ross School of Business

  • Alexander Pertsov, SCPO

    Providing services: Accounting, Financial Accounting, Financial Consulting, Management Consulting, Project Management, Insurance, Loans, Program Management

    New York, NY

    Summary: Experienced program manager and lean/Scrum operations professional looking to apply my proven analytical, financial and implementation skills to optimize business processes. My extensive project management and leadership experience with local and international colleagues, Partners, stakeholders and clients enable effective cross-functional team management and program success. .

  • Alberto Valerio

    Providing services: Budgeting, Financial Accounting, Financial Advisory, Financial Analysis, Financial Planning, Financial Reporting, Insurance, Loans, Retirement Planning

    New York, NY

    Summary: Motivated and versatile recent graduate with a Bachelor of Business Administration in Finance from Baruch College, complemented by a minor in Psychology and a strong academic record. Proven track record in financial analysis and analytical skills, along with experience in administrative roles. Fluent in Spanish and proficient in Microsoft Excel, with a passion for continuous learning.

  • Albert Naggar

    Providing services: Management Consulting, Financial Advisory, Commercial Real Estate

    New York, NY

    Summary: 25 years of private equity experience as Co-Founder, Managing Partner and Partner of three private equity funds 6 years of investment banking experiences at Goldman Sachs, Furman Selz, JP Morgan Chase and Lazard Freres 3 years of commercial real estate experiences at JP Morgan Chase and Lazard Freres

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  • Fabiola Fis

    Providing services: Bookkeeping, Project Management, Brand Marketing, Content Strategy, Customer Service, File Management, Payroll Services, Social Media Marketing, Custom Software Development

    New York, NY

    Summary: Manager of digital platforms used for planning, scheduling & staffing experiential events for liquor & beer brands.

  • James Allen

    Providing services: Customer Service, Data Entry, Commercial Lending, Mortgage Lending, DJing, Loans, Administrative Assistance, Customer Support, Appointment Scheduling, Online Research

    New York, NY

    Summary: Dynamic professional with over 8 years of comprehensive experience in sales, finance, banking, and property management, complemented by an active pursuit of an undergraduate degree in Computer Science. Skilled in negotiating high-value transactions and developing strategic partnerships that enhance profitability. Currently leveraging strong analytical skills and deepening understanding of technology to contribute to organizational success and enhancing client satisfaction.

  • George Watler

    Providing services: Financial Planning, Financial Analysis, Insurance, Retirement Planning, Wealth Management, Financial Advisory, Career Development Coaching, Leadership Development, Team Building, Real Estate

    Staten Island, NY

    Summary: As a licensed Agent of New York Life Insurance Company I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. Neither New York Life Insurance Company, nor its agents, provides tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. I am not licensed in all jurisdictions. 120 Broadway 29th Floor New York, NY 10271-3004

  • Cody Roth

    Providing services: Financial Advisory, Financial Analysis

    New York, NY

    Summary: Experienced Managing Partner with a demonstrated history of working in the financial services industry. Skilled in Sales, Venture Capital, Private Equity, Fund Management, Market Research, and Factoring. Strong business development professional with a Bachelor of Science (BS) focused in Business, Management, Marketing, and Related Support Services from Florida State University.