Financial Expert Helping Businesses Maximize Profitability
Charlotte
Wu
4.1 (
13
Reviews )
Overview
As a investment analyst with 22 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
Victoria, Canada
Education
Master's in Business Administration with Finance Concentration, Stern School of Business
Language Proficiency
Vietnamese, Hindi
Experience
22+ years providing financial guidance to nonprofits, with expertise in cash flow optimization.
Expertise
Financial analysis, business strategy, tax planning, investment management, risk assessment
Years of experience
22
Skills
Financial modeling, QuickBooks, Excel, data analysis, financial forecasting, strategic planning
All Services & Prices
Starting at $1800
Financial Strategy Consultation
Price: $1800
Business Plan Development
Price: $2349
Ongoing Financial Advisory
Price: $179 per hour
Featured Work
6 photos
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Frequently Asked Questions
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Contact Info
charlotte.wu469@example.com
