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Financial Planning

$125/hr Starting at $25

Set up risk parameters and identified target market for major financial institution to expand into transportation financeRan transportation and leasing business for financial institution- built over $8 billion portfolio.Senior level contacts at railroads, airlines and operating leasing companies.Advised insurance company on restructuring and remediating its portfolio consisting of over $6 billion of exposures to utility and transportation sectors.Solid grounding in portfolio management, accounting and tax compliance.MBA and BA from top tier universities.

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$125/hr Ongoing

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Set up risk parameters and identified target market for major financial institution to expand into transportation financeRan transportation and leasing business for financial institution- built over $8 billion portfolio.Senior level contacts at railroads, airlines and operating leasing companies.Advised insurance company on restructuring and remediating its portfolio consisting of over $6 billion of exposures to utility and transportation sectors.Solid grounding in portfolio management, accounting and tax compliance.MBA and BA from top tier universities.

Skills & Expertise

AccountingFinanceManagementTax

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