Skip to Content

advising on investments Search Results

Skills
157 Results

Filters

Most Relevant
Job Title
Skills
Company
School
Location
157 Results
Most Relevant

Leo Fusco

Top Skills

Jozhy Michael

Jozhy Michael

Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and op... View More

Top Skills

Certifications

  • CSC, PFSA, FP1, BCO

ROBERT BROOKS

Organized and motivated employee eager to apply time management and organizational skills in various environments. Seeking entry-level opportunities t... View More

Top Skills

Certifications

  • Series 7
  • Series 65
  • Series 63

Nqobile Charity Mavuso

I am an Enthusiastic and energetic person. exceptionally I work well in groups as well as individually; I strive to be better always. I enjoy challeng... View More

Top Skills

Certifications

  • Regulatory Examination Certificate -RE5
  • Pastel Payroll and HR
  • Pastel Accounting
Randall Calloway II

Randall Calloway II

Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptab... View More

Top Skills

Certifications

  • Life Health & Annuites License
  • SIE (Secruties Industry Essentials)
  • Series 63 License (Uniform Securities Agent State Law)

Soham Mehta

Proven Financial Advisor with a track record of developing tailored financial plans at Scotiabank, highlighted by a 135% managed money increase at CIB... View More

Top Skills

Certifications

  • IFIC Mutual Fund License
Patricia Gomez-Fleitas

Patricia Gomez-Fleitas

Highly motivated professional dedicated to converting prospective leads into valuable long term clients. Fourteen years of expertise in Canada's Bank... View More

Top Skills

Matthew Gelinas

Matthew Gelinas

Data-driven professional with a Major in Finance and a post-graduate diploma in Data Analytics. Proficient in utilizing analytical software, quer... View More

Top Skills

Certifications

  • IBM Business Intelligence Analyst Certificate
  • IBM Predictive Analytics Modeler Certificate
  • Microsoft Certified: Azure Data Fundamentals DP900

Sean D. Ryan CPCU, AIC

Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More

Top Skills

Louis Velazquez

Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More

Top Skills