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Home > Business & Finance > Investment > Financial Optimization
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Financial Optimization
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Expert in: Investment
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Rating:
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Languages: English
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Experienced Investment Consultant, with CFA and MBA in Finance background.
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Degrees
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MBA in Finance,
Chartered Financial Analyst (CFA)
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My Expert Service
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Insights and assistance on portfolio rebalancing, retirement needs, investment optimization, investment product customization, short-term and long-term financial planning.
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Experience & Qualifications
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Over eight years working in the investment management industry.
In-depth expertise in financial planning, portfolio management, risk management, investment consulting, investment product development and management.
Wide exposure to multiple asset classes and various investment needs.
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Available Modes Of Communication
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email/chat
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Contact
Financial Optimization
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Home » Business & Finance » Investment
» Financial Optimization
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