Financial Planners & Advisors

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  1. John Dutton

    John Dutton

    Consultant | CFO | CEO | Board Director

    United States - Last active: 1 day ago

    Mr. Dutton is a high-impact executive who strategically grows business and valuations. Revamped operating processes, streamlined operations, and created a culture of performance. As a leading Wall Street Analyst, pioneered research that launched publicly traded hospital chains; repeatedly raised ~$250MM in equity and debt capital. NASDAQ Committee Member. Expert at analyzing industry trends, conceptualizing new market opportunities, and forecasting plans that drive top-line growth. Leverage analyst experience and financial acumen to ensure flow-through to bottom-line. Broad industry experience in investment management, and research, corporate finance, healthcare, environmental technologies and regulation, alternative energy, liability insurance carriers General & Financial Management | Strategy & Planning | Mergers & Acquisitions | Capital Formation There are a wide range of projects and assignments that I can undertake for a client based on my last year which are illustrative. I assessed and designed an alternative investment fund based on assembling significant holdings of ranch lands and bison herds. I guided the revamping of the management and treasury systems of a mid-size real estate company. I have been asked to design financial services career preparation for anticipated needs arising from Chinese free trade zone liberalization and demand for employees. Finally serving as adviser to new. integrated healthcare and IT company founded by several leading doctors. Dutton Consulting - Sacramento, CA Co-Managing Partner Mid 2013 to Present Contracted to design and run an alternative investment fund based on ranch lands and commercially growing bison herds. Fund was highly correlated to inflation and negatively to equities and treasuries. Also revamped the management and treasury systems of a mid size real estate company, and developed training guidelines for employment in expanding Chinese financial services industry following establishment of free trade zones. PARADIGM BIOSCIENCES INTERNATIONAL, LLC, San Francisco, CA Chairman & Chief Financial Officer (CFO) • Drove startup process and technical development addressing multi-billion dollar markets with biological emissions solution for utilities & regulators; marketable end products sales; managed financial affairs o Raised initial $1.4 million funding; o Drove joint commercialization agreement from top California technical university - CalPoly DUTTON ASSOCIATES LLC, Sacramento, CA CEO, CIO & Chief Financial Officer (CFO) 1997 to 2009 One of largest international small cap equity research firms in North America, the EU, and China • Increased client enterprise values and facilitated $350M+ equity financing for small cap clients. Its service model became a dominant worldwide influence for small cap companies. o Stimulated capital formation including PIPEs, AMEX, ADRs; instrumental in launching China equities. o Drove (in 1 year) double-digit stock gains for 218 clients’ stocks (39%) over Russell 2000 with 416% increase in trading volume. WEINRESS, FRANKSON, PRESTON & FRIEND, Irvine, CA Research Director 1995 to 1997 • Established enterprise value enhancement and capital formation through a regional research, trading and banking model. o Led $50M equity financing causing resurgence of GPS stocks. CORSAIR ASSET MANAGEMENT INC., Los Angeles, CA President & CIO 1984 to 1994 • Increased corporate client valuation and profitability through investment performance over benchmarks. Optimized cash flows and capital appreciation. o Saved client $20M annually in premium and contribution costs for AMI’s pension and insurance costs. o Managed early adoption of technological solutions improving profitability. AMERICAN MEDICAL INTERNATIONAL (AMI), Beverly Hills, CA Senior Vice President Worldwide Development & CIO, Director 1970 to 1984 International NYSE listed healthcare company • Made $1B annual impact to top-line by significantly improving and executing worldwide development projects and M&A; bottom-line increase by 20% of revenue gain. Chaired Board Audit Committee. o Set up and managed $150M ERISA / captive insurance portfolios. o Co-led domestic and international public, private and project financing; investor relations.

    $83.33 /hr
    91 hours
    5.00
  2. Mohammad Mohammadi

    Mohammad Mohammadi

    Journalist, web designer, and researcher with a rainbow of skills

    France - Last active: 1 day ago - Tests: 3

    A seasoned versatile TV journalist for international channels such as BBC, is seeking part time challenges as a researcher, editor, and translator. A combination of my outstanding scholastic records in both English and Persian languages along with extensive experience of working as an editor and a translator within past years give me the ability and confidence to undertake any related jobs. My outstanding IELTS score of 8 (out of 9) evidently proves my high language abilities. I have been also awarded CAE (Certificate in Advanced English issued by University of Cambridge). I have been trained by the the University of Westminster (London) as a language teacher and examiner. I have also been the Persian (Farsi) language teacher of BBC staff.

    $30.00 /hr
    2,661 hours
    5.00
  3. Anup A.

    Anup A.

    Expert Financial Modeler

    India - Last active: 1 day ago - Tests: 2 - Portfolio: 3

    Anup is among the top financial modelers in the world. He has a passion for spreadsheet based solutions and has a diverse experience from his investment banking background and freelance practice. His clients talk highly about him. He sets the standards high and asks to Expect Awesomeness. He was a finalist at World Financial Modeling Championships (ModelOff) 2014 at New York. Every year more than 4000 bankers, consultants, analysts, traders, auditors et al from more than 100 countries participate in the championships where the top 16 reach the finals. Anup has a track record of Experienced delivery of amazing dashboards, eyes widening automation tools, impeccable financial models and insightful analytics. He is a post graduate with experience in Investment Banking with awesome skills at MS Excel, Analytics and Finance.

    $30.00 /hr
    417 hours
    5.00
  4. Amy B.

    Amy B.

    Experienced CPA, Financial Reporting and Tax Consultant

    United States - Last active: 19 hours ago - Tests: 7

    Highly talented and results-driven accounting leader with thorough understanding of financial statement preparation and analysis, tax compliance and consulting, budgeting and forecasting, cash flow management, and generally accepted accounting principles (GAAP). Hands-on CPA with extensive experience directing and supporting multifaceted financial operations and facilitating month- and year-end closing tasks for a high-growth company.

    $75.00 /hr
    602 hours
    5.00
  5. Ryan D.

    Ryan D.

    Financial and Economic Research Analyst

    United States - Last active: 2 days ago - Tests: 3 - Portfolio: 1

    I am a published equity research analyst. After graduating from Notre Dame in 2009 with a BA in Economics, I began working as a research analyst for a small hedge fund called Noble Equity Fund. We focused on healthcare equities, but my research also covered equities in other sectors as well as general economic indicators. Most recently, I worked for a sell-side research firm called Sidoti covering the tech sector. I hold FINRA series 7, 63, 86, and 87 certifications. I also founded a small seasonal business in 2010 that I still run today. I am leaving the finance industry to take a business intelligence position with a large accounting/consulting firm, so I am interested in continuing to hone my financial/economic research skills despite shifting gears in my career for the time being.

    $30.00 /hr
    53 hours
    5.00
  6. Adam T.

    Adam T.

    CPA | Financial Analyst | Business Consultant

    United States - Last active: 20 days ago - Tests: 16

    I started my career as an auditor at PricewaterhouseCoopers, and I have 4 years of full-time experience as an analyst working with financial and non-financial data. I was in the Accounting Honors program at Ohio State and I'm a CPA (Certified Public Accountant). The opportunities I'm looking for would involve financial/data analysis, strategic consulting, automation of processes, setting accounting policies, or product pricing (I'm pretty flexible though, so even if a project doesn't fit in any of these categories I'd still be interested to hear about it). I have good experience with: -Financial and data analysis -Business and valuation models -Budgeting and forecasting -Excel VBA macros -Python scripts for web scraping/data mining -SQL queries -Application of accounting standards (GAAP and IFRS) -Process improvement and internal controls You can also check out my LinkedIn profile: https://www.linkedin.com/pub/adam-tzagournis-cpa/78/467/120

    $50.00 /hr
    32 hours
    5.00
  7. Harold C.

    Harold C.

    Senior Front end Developer(javascript, Bootstrap and PHP)

    Germany - Last active: 19 hours ago - Tests: 8 - Portfolio: 7

    Success (E) = Speed (v)squared times quality (q) ~~~~~~ I am a time-sensitive web developer. ~~~~~~ I have worked with the development of frontend(javascript, css) and backend(any php frameworks) for last 7 years. I am very fast and qualified freelancer and I will do your projects successfully in time. I always want a ongoing project with you. The following are the skill areas : ★★★ Backend ★★★ - Ruby on Rails and PHP, custom CMS frameworks such as Codeigniter, Zend, and Yii, and so on. - Wordpress, Joomla, and Magento, etc. I have developed some plugins and themes while working as a individual developer. ★★★ Frontend ★★★ - jQuery and jQuery mobile plugins - pure javascript and Ajax applications - extJs or AngularJs The preferred communication tool is skype. I am looking forward the requests from all clients.

    $38.89 /hr
    261 hours
    5.00
  8. Chirag Shah

    Chirag Shah

    Business Coach and Strategic Consultant

    India - Last active: 1 day ago - Tests: 8

    I am Chartered Accountant with 13+ years of Entrepreneurial experience. I have ventured into various projects and have been integral part of many start-ups. Couple of ventures which I was associated with got acquired at a valuation. I am currently business coaching 1) Woman Entrepreneur in Switzerland 2) Lean Mobile apps and online start-up in USA 3) Digital Marketing Start-up in USA 4) Top 20 IT product and services Company in Middle East I have Business Coached: 1) Online MLM Company in Netherlands 2) Job services Company in USA 3) Health and Fitness Company in Australia 4) Mobile App start-up Company in Australia 5) eCommerce Consultant to Company in UK 6) Investment Banking Boutique in UK 7) HR policies and procedure consultancy to a Company in Africa 8) IT and eCommerce Companies in India I am on the advisory board of technical institute and was judge for Student in free enterprise (SIFE) global entrepreneurial competition. My Skills are: 1) Business planning and strategy 2) Turning around businesses and business coaching 3) Financial planing and projections 4) Making business plans and Information Memorandum 5) Business development and marketing strategies 6) HR policies and Employee Management programs My brief profile: • Ventured in to then premature domain of E-learning in 1999 and was first to introduce online (Web-based) learning platform for CA Exam Prep in India. • Integral part of start-up team to introduce first online learning platform for US CPA Exam prep in 2002. • Defined and Structured E-learning platforms along with learning contents for US Based Companies like CPApass.Com, Smartpros & USCPASuccess. • Instrumental in Incorporating Broadllyne Technologies Pvt. Ltd. (BTPL) in 2005 an IT Services Company specialized in Education and IT services domain. BTPL developed and implemented first of its kind Education ERPs for School, Colleges and provided application development services to various Organizations. • Conceptualized and developed a unique online digital language learning platform – eduologue for anytime-anywhere language learning. • Conceptualized and architected online CA Audit management System to automate Audit processes, first of its kind in India. • Designed eLearning custom contents for the courses related to finance for CA Courses, USCPA courses, IFRS, Policy and Procedures for ADIB, Derivatives course for leading Financial services Company etc. • Designed eLearning courses for Technical and Behavioral training for Geometric Limited, UASC, Etihad Airways, Marico etc. • Consulted and developed applications based on process systems for Government Organizations like Central Institute of Fisheries education (CIFE), CIRCOAT, Western Railways etc. • Conceptualized and Developed Human Resource Management System (HRMS). • Consulted Number one CA Coaching Classes in India for Franchise development, Train the Tutors program etc. • On the Advisory Board of M.M.College of Technology, Raipur - India. • Lead Special Audit Team at Tata AIG and Themis Pharmaceuticals in 1999-2000. • Special Judge at Students In Free Enterprise (SIFE) a global entrepreneur competition. • Consulted various IIT-Powai incubated start-ups like Webaroo and Computer Masti on Business strategies and development. • Project Consultant to Chanakya Insitute of Management, All India Local self Government outfit for ICT in Government Schools project. • Conceptualized and developed first of its kind community and training portal for Food industry, Food industry professionals Academy (FIPA). Integral part of content development team for developing training modules based on new FSSA Act. • Mentored various Companies in defining business plans and financial projections. Also assisted them in raising PE and Angel funds. I can be your friend, philosopher and guide for your business or projects and be rest assured its done.

    $42.00 /hr
    590 hours
    4.97
  9. Jacob Merchant

    Jacob Merchant

    Spreadsheet Guru and Workflow Specialist

    United States - Last active: 1 month ago - Tests: 3 - Portfolio: 1

    When I was 11, my parents showed me how to use Excel to track my trading card collection. Today, I'm a spreadsheet ninja. I know pivot tables like the back of my hand, I can script you out a macro in a matter of hours, and I can nest functions together in ways you've never thought possible. Big words, sure, but I back it up. I have built reports, ad hoc and repetitive, that have gone as high as the board of directors of Fortune 500 corporations. My VBA-enabled smart forms are used by front-line operations personnel, and are robust enough to handle transactions from any end user. I also have many years of experience developing business procedures and workflows. I can map out a workflow and easily identify where efforts are being duplicated or wasted. My expertise in automation has helped large companies reduce their staffing costs while reducing manual error rates and increasing overall productivity. As a business person who "speaks tech", I make a fantastic liaison between end-users and developers, thereby reducing complications during the business application development process, and making sure that the product you need is what is actually delivered. I also know a thing or three about coding and web design. Self-taught mostly; I took the intro to Comp Sci courses in college, but I picked up most of my chops modding video games and automating repetitive tasks at work. I've also taken a few Codecademy courses to round out my knowledge base. I've never spent too long in any specific language, so I actually think I have a better understanding of how computer science works than a dedicated coder who stays in one language all day does. In essence, a lot more breadth than depth. Languages I know today and are comfortable taking on work for include C/C++/C#, Java, Python, HTML, CSS, and PHP.

    $30.00 /hr
    44 hours
    5.00
  10. Patrick S.

    Patrick S.

    Quant Finance, Trading Strategies, Algorithms, C#, Python, MATLAB

    United States - Last active: 28 days ago - Tests: 2

    If you want to create a trading system, run a statistical analysis, develop a pricing model, build a financial GUI, or find a pattern in a sea of data, I may be the guy to help. I work primarily in MATLAB, C#, and Python. On the finance side, I'm a CAIA Charterholder, with an Economics degree and experience at McKinsey & Company. On the technical side, I hold degrees (with honors) in Engineering, and worked at a number of California tech companies through the 1990's and early 2000's. Since 2008 I've focused my work in the field of computational finance. Recent clients have included: a Swiss proprietary trading desk (Energy Futures), a Canadian hedge fund (Currencies), a US asset management firm (Equities & Bonds), a US portfolio consulting firm, a US aircraft manufacturing operation, and several others. For those clients I have developed, backtested, and deployed alpha-seeking trading strategies, automated execution algorithms, portfolio optimization models, user-friendly GUI tools. Techniques have included machine learning algorithms, classifiers, feature detectors, digital filters, matrix-based models, and concepts borrowed from detection theory and signal processing, along with various technical analysis indicators. I've worked with many financial platforms and data feeds: Deltix QuantOffice (C#), CQG API, Bloomberg, Interactive Brokers API, MultiCharts (PowerLanguage), MultiCharts.NET (C#), TradeStation (EasyLanguage), FIX (HotspotFx), ITCH (HotspotFx), etc. I can integrate other systems with MATLAB or Excel where there's an advantage. I've created C/C++ .mex files, VBA macros, Java/MATLAB integration, MATLAB/Excel integration. I've been programming in MATLAB since 1990, and can sometimes get it to do things that others can't. I can also translate or port a MATLAB application to other languages, especially Python or C#. I'm located in Southern California. For clients located within 2 hours, I can drive to meet you (sometimes same day, schedule permitting). I'm also happy to work remotely. I'm a US Citizen and have held a security clearance, though it is no longer active. The foundation of every successful project is good communication. If you have a project that needs to be done well, then let's communicate!

    $95.00 /hr
    786 hours
    5.00