SQ
Sana Qureshi
Director Of Business Development at Um Advisory
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Work Experience
Director Of Business Development
Jun 2023 - Present ยท 1 years and 7 months
Assistant Vice President, Credits
Oct 2008 - Mar 2016 ยท 7 years and 5 months
Credit Analyst
Sep 2006 - Sep 2008 ยท 2 years
Company Details
11-50 Employees
At UM Advisory Inc. , we are dedicated to empowering businesses and individuals to achieve their financial goals. With a wealth of expertise in financial advisory, controlling, bookkeeping, corporate finance, investment advisory, and wealth management, we offer a comprehensive suite of services tailored to meet your unique needs. Our Services: ๐Ÿ“ˆ Financial Advisory: Navigate the complexities of financial landscapes with strategic insights and personalized guidance. ๐Ÿ“Š Controlling: Optimize your financial processes and enhance decision-making through our cutting-edge controlling services. ๐Ÿ“š Bookkeeping: Stay on top of your finances with our meticulous bookkeeping solutions, ensuring accuracy and compliance. ๐Ÿ’ผ Corporate Finance: Unlock growth opportunities and make informed financial decisions to propel your business forward. ๐Ÿ’น Investment Advisory: Let our experts guide you through intelligent investment strategies, tailored to your financial objectives. ๐Ÿ’ฐ Wealth Management: Secure your financial future with our comprehensive wealth management services, designed to preserve and grow your assets. We pride ourselves on delivering exceptional results, fostering long-term relationships, and adding tangible value to our clients' financial journeys. ๐Ÿ”— Connect with us to explore how we can elevate your financial success!
Year Founded
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Social Media
Linkedin
Industry
Business Consulting and Services
HQ Location
Mississauga, Ontario L5M8A4, CA
Keywords
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