About – Shamrock Advisory Services

Our Services

We bring a versatile skill set and a strong track record in financial planning, investment administration, and staff management. My ability to interpret financial visions and translate objectives into actionable plans has made me a valued asset in every organization I have been a part of. Our core competencies include:

Financial Planning & Analysis

Implementing effective controls to mitigate risks and minimize losses.

Investment Administration

Implementing effective controls to mitigate risks and minimize losses.

Risk & Loss Management

Implementing effective controls to mitigate risks and minimize losses.

Internal Controls & Auditing

Implementing effective controls to mitigate risks and minimize losses.

Internal Controls & Auditing

Implementing effective controls to mitigate risks and minimize losses.

Regulatory Compliance

Implementing effective controls to mitigate risks and minimize losses.

Operations & Cost Optimization

Implementing effective controls to mitigate risks and minimize losses.

Staff Training & Development

Implementing effective controls to mitigate risks and minimize losses.

Business Restructuring & Valuation

Implementing effective controls to mitigate risks and minimize losses.

Trust the process & grow your business

Industry Experience

System Implementation & Transformation

Training & Strategic Advisory