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    Jan Cliff

    Pewaukee, Wisconsin

    President, CFO, COO, and CCO

    Energetic, entrepreneurial, and principled business leader who sets the stage and inspires teams to reach for—and achieve—lofty goals. Co-founded profitable SEC-RIA, co-managed $500+ million stock portfolio, and managed national accounts.

    Specialties

    check markAccounting

    check markAuditing & Compliance

    check markBanking, Loans & Insurance

    check markCorporate Finance

    check markInvestments

    check markRisk & Quantitative Analysis

    Ask Me About

    Accounting
    Budget
    Cash Flow Forecasting
    CFA
    Financial Analysis
    Financial Planning
    Leadership
    Portfolio Management
    Problem Solving
    Strategy

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