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Andrew Winter

MBA candidate with a finance focus, complemented by a background in legal studies and experience in client advisory roles within the insurance and fin... View More

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Jay Small

Jay Small

Results-oriented professional with over 3 years of experience in customer service, event coordination, and sales. Expertise in sports management and h... View More

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JANAY TAVARES-JAMES

JANAY TAVARES-JAMES

Experienced client management and executive support professional specializing in wealth management, financial planning, and client onboarding. Profici... View More

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Amy Kulinski

Amy Kulinski

Detail‑oriented mortgage professional with exceptional communication and time‑management skills. Proven ability to manage multiple priorities efficien... View More

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Gregory Walker

Profit-minded, leader with an excellent reputation for resolving problems, and strong history of surpassing objectives by leveraging strategy and driv... View More

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Tina Jepsen

Dynamic Assistant Director with expertise in business analysis and project management. Proven ability to enhance operational efficiency and ensure str... View More

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Erik Gospodarski

Erik Gospodarski

Dynamic individual with hands on experience in financial planning and talent for navigating challenges. Brings strong problem solving skills and proac... View More

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Kelsey Vanderstine

Detailed professional with proven track record of efficiently managing teams of engineers, researchers, and designers while ensuring productivity and ... View More

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Trey Jennings

Highly motivated Financial Representative Intern with a background in financial planning, market analysis, and client relationship management. Strengt... View More

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Teagan Carey

President of Finance — Sigma Kappa Sorority Managed and monitored an $80,000 annual operating budget, ensuring expenses aligned with organizational... View More

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