Experienced Financial Professional Providing Strategic Guidance
Charlotte Davis
Investment Analyst
Overview
As a investment analyst with 11 years of professional experience, I offer comprehensive financial services to help individuals and businesses achieve their financial goals. My approach combines analytical expertise with personalized strategies tailored to your specific needs and long-term objectives.
Entity Type (Individual or Business)
Individual
Based In
Manchester
, United Kingdom
Language Proficiency
German
Years of Experience
12
Education
CPA with Master's in Accounting, University of Texas
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Licensure
Professional License Verified
Experience
11+ years providing financial guidance to startups, with expertise in risk management.
Certifications
Board Certified
Awards
Excellence in Customer Service Recognition
Insurance
Professional indemnity insurance in place
Accepted Payment Methods
Cash, Credit Card
Insurances Accepted
Select PPO plans accepted
Financing Options
Flexible payment plans available for qualifying projects
All Services & Prices
Average Price:
GBP
2500
Financial Strategy Consultation
Price: GBP
2500
Business Plan Development
Price: GBP
2998
Ongoing Financial Advisory
Media
6 photos
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Contact Info
charlotte.davis736@example.com
+44 37 3352 1621