Lori Mercaldi Email & Phone Number
Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! @ Profit First Professionals
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Lori Mercaldi Location
- Champlain, NY, US
Lori Mercaldi Work
- 2019 -now Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! @
- 1988 -now Profit and Tax Planning Strategist | Xero Certified Advisor | Strategic Business Partner @
- 2012 -2019 Financial Advisor, Registered Representative, Investment Advisor Representative @
- 2003 -2013 Treasurer @
- 2006 -2012 Financial Advisor, Registered Representative, Investment Advisor Representative @
Lori Mercaldi Education
- SUNY Empire State College
- The American College of Financial Services
Lori Mercaldi Skills
- Cash Flow Forecasting
- Business Strategy
- Business Tax Planning
- Profit Maximization
- Profitable Growth
- Tax Planning
- Strategic Planning
- Business Analysis
- Cash Management
- Business Planning
- Strategic Financial Planning
- Financial Advisory
- Retirement Planning
- Accounting
- Small Business
- Tax
- Finance
- Tax Preparation
- Financial Analysis
- Financial Services
- Cash Flow
- Business
- Income Tax
- Tax Accounting
- Analytical Skills
- Financial Reporting
- Forecasting
- QuickBooks Pro Advisor
- QuickBooks
- QuickBooks Online
- Microsoft Excel
- Small Business Consulting
- Wealth
- Certified Profit First Professional
- Part-Time CFO Services
- Virtual
- Wealth Accumulation
- Personal Tax Planning
- Personal Finance
- Tax Returns
- Planning Budgeting & Forecasting
Lori Mercaldi Summary
- Lori Mercaldi, based in Champlain, NY, US, is currently a Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! at Profit First Professionals- It's your business. Shouldn't your profit come first. Lori Mercaldi brings experience from previous roles at Financial Tally, Cadaret, Grant & Co., Inc., CHAMPLAIN EMS INC and HD Vest Financial Services. Lori Mercaldi holds a SUNY Empire State College. With a robust skill set that includes Cash Flow Forecasting, Business Strategy, Business Tax Planning, Profit Maximization, Profitable Growth and more. Lori Mercaldi has 2 emails and 1 mobile phone numbers on RocketReach.
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