All Professionals in Financial Services
Maximillian Oxenbridge
Intellectus Partners, LLC - Relationship Executive
Company Size:
21 - 100 Employees
Expertise:
- Wealth Advisor
- Venture Advisory
- Business development
- Financial Advice
- Financial Services
- Estate planning
- Trust Planning
- Philanthropy
- Inheritance Tax Planning
- Wealth Management
- Income Protection
- family protection
- investment planning
- Family Office
Andriy Panasenko
Renaissance Advisory Services Limited - Founder and Managing Director
Company Size:
1 - 5 Employees
Company Revenue ($) :
100,000 - 500,000
Expertise:
- Cost & Efficiency Savings
- Cost Cutting
- Procurement & Supply Chain
- Cost Control
- Increase Efficiency
- Supply Chain
- Procurement Consultancy
- Private Equity
- private equity fund
- Private Equity Secondary Market
- Venture Capital
- Venture Capital Finance
- Hedge Funds
- Strategy Consulting
- Strategic Advisory
- Strategic & Business Planning
- Finance Transformation
- M&A and Divestments
- M&A Integrations
- Zero-Based Budgeting (ZBB)
- Due Diligence
- Forensic Accounting
- Tech Advisory
- Technology Consulting
- AI Agents
- Artificial Intelligence (AI)
- Consulting and Partnership
- Business Setup in Dubai
- Exit planning and strategy
- Value Creation
- value creation plan
Harry Hartland
Equals Money - FX Corporate & Private
Company Size:
101 - 500 Employees
Company Revenue ($) :
10,000,000 - 100,000,000
Expertise:
- Currency Exchange
- Banking
- Finance
- Bank account opening
- Business Banking
- alternative finance
- expense management cards
- Money Cards
- Currency Transfer
- currency
- Currency Management
- international bank accounts
- Foreign Exchange Hedging
- Foreign Currencies
Expertise:
- Retirement & Pension Planning
- Financal services
- College planning
- Long Term Care planning
- Goals Based Investing
- Donor Advised Fund(DAF)
- Tax Efficient Investments
- Tax Loss Harvesting
Expertise:
- Wealth Management
- INvestment management
- Investment Advice
- Finacial advice
- Insurance
- Alternative Investments
- Financial Planning
Expertise:
- Bookkeeping & payroll services
- Due Diligence
- income tax
- financial review
- Family Office Maintenance
- Strategic & Business Planning
- Exit planning and strategy
- Financial Accounting
- Corporate Governance
- Record to Report (R2R) Process
Summary: I started my career as a trainee with P. H. Mehendale & Co. After a short stint in an external consulting firm where I handled Taxation, Payroll,…
Expertise:
- Finance
- Insurance
- Invesment Planning
Shadaya McCleod
Broadview Federal Credit Union - Vendor Risk Management
Company Size:
101 - 500 Employees