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4 Tom Dillon - Financial Services | the US

Tom Dillon

Frak Finance
Fractional CFO Due Diligence Mergers & Acquisitions Finance Finacial advice Business Growth Busines Development Advisory Buying a Business Selling a Business Small business Bookkeeping E Commerce SaaS Manufacturing Retail Financal services Forecasting Exit Planning Exit Strategy Valuation Services Forecasting & Budgeting Budget Planning Mergers and Acquisitions analysis Analysis Growth Industry Cash Flow Management cash flow Capital Assets KPI Development & Reporting Vetting Construction
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4 Matt Taylor - Financial Services | the US

Matt Taylor

Barclays
Management & Executive Coach Management & Consultancy Management & Leadership Operations Management Operations & Workflow Optimisa Agile Performance Management Agile Delivery Portfolio Management Programme Governance Programme Management Project & Portfolio Management Project Business Case Analysis Finance Communication Skills Stakeholder Collaboration Stakeholder Engagement Executive Reporting Leadership & Management Leadership Consultancy Consultancy Technology Artificial Intelligence Process Optimisation Coaching & Mentoring
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3 Boris Mikhail - Financial Services | the US

Boris Mikhail

Edward Jones
Retirement & Pension Planning Financal services College planning Long Term Care planning Goals Based Investing Donor Advised Fund(DAF) Tax Efficient Investments Tax Loss Harvesting
3 Josephine Ndango - Financial Services | the US

Josephine Ndango

HGI
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2 Nathaniel de Paz - Financial Services | the US

Nathaniel de Paz

New York Life Insurance Co.
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2 Joyce Ossa - Financial Services | the US

Joyce Ossa

Northwestern Mutual
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