On this episode, Kristian Marquez, CFO of FinStrat Management, dives into his career journey and the impactful role that the CFA designation has played, explaining how it can open doors, propel career growth, and provide a comprehensive understanding of portfolio management, accounting, and financial analysis. He also shares valuable insights into risk management, the evolving landscape of AI in data analysis, and other useful takeaways for both seasoned professionals and budding entrepreneurs. Plus, stick around to discover how you can score a FREE 30-minute consultation with one of FinStrat Management's fractional CFOs!