Provide clients with financial advice and planning, utilizing knowledge of tax and investment strategies, securities, insurance, pension plans, real estate and similar assets, requiring the application of theoretical and practical knowledge of Finance, Economics, Accounting, Financial Planning, and acquisition and analysis of technical and financial data as a service to clients. Duties include creating quarterly reports of client’s assets; analyzing financial information to produce forecasts of business, industry and economic conditions for use in making investment recommendations; interpreting data affecting investment programs; monitoring fundamental economic, industrial and corporate developments through the analysis of information obtained from financial publications and services, investment banking firms, government agencies, trade publications, company resources and personal interviews.
Master's degree in Finance
Denise Guttenberg
freeGulliver, LLC
509 Octavia Street
New Orleans, LA 70115
