Lori Mercaldi Email & Phone Number
Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! @ Profit First Professionals
Lori Mercaldi Location
Champlain, NY, US
Lori Mercaldi Work
- 2019 - now Profit Strategist - Certified Profit First Professional - Cash Flow Management for your Business! @ Profit First Professionals
- 1988 - now Profit and Tax Planning Strategist | Xero Certified Advisor | Strategic Business Partner @ Financial Tally
- 2012 - 2019 Financial Advisor, Registered Representative, Investment Advisor Representative @ Cadaret Grant
- 2003 - 2013 Treasurer @ CHAMPLAIN EMS INC
- 2006 - 2012 Financial Advisor, Registered Representative, Investment Advisor Representative @ HD Vest Financial Services
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
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 1 emails and 2 mobile phone numbers on RocketReach.
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