• Abhishek Bonthala

    Providing services: Financial Accounting, Financial Advisory, Budgeting, Financial Analysis, Financial Planning, Financial Reporting

    Boston, MA

  • Dhaval Lunawat

    Providing services: Accounting, Bookkeeping, Tax Preparation, Financial Analysis, Payroll Services

    Boston, MA

    Summary: My motto is “Work smarter, not harder”. Experienced Senior Accountant with a demonstrated history of working in the healthcare and IT industry. Strong accounting professional skilled in automation, budgeting, financial, analytical skills, account reconciliation, and process improvement.

  • Fawaz Zamil

    Providing services: Financial Analysis, Financial Advisory, Financial Planning, Budgeting, Financial Accounting

    Riyadh, Saudi Arabia

    Summary: interned at Zamil Industrial in Dammam, Saudi Arabia, where I prepared financial statements, invoices, and assisted managers with additional tasks. I also analyzed sales and revenue to identify areas for improvement. At Hayat COVID Testing, I conducted data entry tasks, uploaded daily test results to the portal, and managed patient appointments. I am certified in Bloomberg Market Concepts and proficient in Microsoft Word, PowerPoint, Excel, and equity analysis. Additionally, I volunteered as a food preparation worker at Paulist Center in Boston, MA, and organized events for Bunyan Woman’s Foundation in Dammam, Saudi Arabia. As a member of the Arab’s Student Association and the Suffolk Varsity soccer team in Boston, MA, I actively participated in various activities.

  • Robert Goodall

    Providing services: Loans, Wealth Management, Retirement Planning, Financial Advisory, Financial Analysis

    Boston, MA

    Summary: Specialties: residential, commercial, securities-based, aircraft, art, yacht, & general partner financing.

  • Yurong Cao

    Providing services: Insurance, Financial Advisory, Financial Accounting, Financial Analysis, Financial Reporting, Financial Planning, Loans, Retirement Planning, Budgeting

    Boston, MA

    Summary: I am a student of Brandeis University. I majored in financial science, which is the major of my undergraduate. I completed my studies at Shanghai University of International Business and Economics in China. In the process of undergraduate study, I felt the charm of finance. During my senior internship, I worked as an intern in Aijian Trust Company. During this internship, my main job was to help complete the collation and recording of project materials. I think my communication ability and information integration ability are particularly outstanding in teamwork, and I am also responsible for data analysis, banking management and financial management. And there is a strong interest in fund management.

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  • Silvia Manent, CFA, CFP®

    Providing services: Financial Advisory

    Boston, MA

  • Christopher Swezey

    Providing services: Team Building, Non-profit Consulting, Strategic Planning, Accounting, Negotiation, Public Speaking, Leadership Development, Change Management, Educational Consulting, Budgeting

    Boston, MA

    Summary: Experience as a senior leader includes - Supply Chain Management, Enterprise Risk Management, Workday Implementations, Property Management for commercial and residential tenants, Dining Services at four distinct locations, Stores and Operations, Contract Administration and Legal Review, Accounts Payable, Mail and Document Services, ID Card Programs, and other responsibilities as needed. Specific skills include leadership, public speaking, revenue generation, cost containment, strategic planning, and best practices implementation. <script src="https://platform.linkedin.com/badges/js/profile.js" async defer type="text/javascript"></script> <div class="badge-base LI-profile-badge" data-locale="en_US" data-size="large" data-theme="dark" data-type="VERTICAL" data-vanity="christopher-swezey-79037832" data-version="v1"><a class="badge-base__link LI-simple-link" href="https://www.linkedin.com/in/christopher-swezey-79037832?trk=profile-badge">Christopher Swezey</a></div>

  • Rachel Cummings

    Providing services: Property Law, Real Estate, Mortgage Lending, Estate Planning Law, Wills Planning Law

    Boston, MA

  • Zhengyang Xue

    Providing services: Financial Analysis, Financial Planning, Financial Advisory, Insurance

    Boston, MA

    Summary: -New Grad from Master of Mathematical Finance and Financial Technology program, Questrom school of Business, Boston University. -Interested in programming, stochastic and financial theories. -Optimistic, cheerful and studious graduate student. -Find more on 'www.zyxue3.wordpress.com'

  • Marc Lamothe

    Providing services: Tax Advisory, Small Business Tax, Business Consulting, Tax Law

    Suffolk County, MA

    Summary: Specialties: Tax advisory with a focus on Partnership / LLC taxation and structuring in the Private Equity | Venture Capital | Fund of Funds | Real Estate | Professional Services spaces.