Search Results for: Investment Portfolio Review
Found 2 result(s).
Carta Management
I'm a new start-up, using Carta. Need to set it up properly to issue shares to investors, employees and advisors. Basic set up for now.
Job Type: Hourly
Investment Portfolio Review Database Management System Go-to-Market Strategy Venture Capital Venture Capital Consulting Capital Networks Audience Equity Research Equity Research & Analysis Stock Issuance Private Equity Shareholder Relationsh
Financial Advisor Needed - Investment Portfolio Review & Planning
Project Scope Review my current stocks/investments and create a strategic financial plan. Requirements Review investment portfolio and financial position Assess goals and risk tolerance Provide portfolio optimization recommendations Develop actionable financial plan Qualifications Active financial certification (CFP, CFA, ChFC) 3+ years experience Investment strategy expertise Tax planning knowled...
Job Type: Hourly