alternative investments Search Results
Filters
Jason Lin
Results-driven Investment Manager with a strong focus on portfolio management and due diligence. Proven ability in relationship building and risk mana... View More
Top Skills
Certifications
- Chartered Financial Analyst (CFA) Charterholder
Nischal Devadatha Samuel
Skilled executive with robust experience in strategic leadership and operational management. Adept at driving projects to successful completion throug... View More
Top Skills
Anthony Rutkowski
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
Top Skills
Certifications
- AWMA- Accredited Wealth Management Advisor
- BFA- Behavioral Financial Advisor
- WMCP - Wealth Management Certified Professional]
Jon Paul Cirelli
Dynamic founder and CEO with a proven track record at Pivot Professional Partners, raising over $3.5 billion in real estate syndications. Expert in ta... View More
Top Skills
Certifications
- Series 7
- Series 63
- Series 65
Joshua Hoag
Professional wealth management expert with strong record in guiding clients to achieve financial goals. Skilled in investment strategies, portfolio ma... View More
Top Skills
Certifications
- Licensed Investment Representative - Series 6, 7, 63, and 66.
RODRIGO MENDIVIL
Dynamic Investment Advisor with a proven track record at Mandeville Private Client Inc., specializing in personalized investment strategies and portfo... View More
Top Skills
Ronald King
Knowledgeable financial advisor with solid background in providing strategic financial solutions. Skilled in assessing clients' financial needs and... View More
Top Skills
Certifications
- Current FINRA Series 7 securities license holder.
- Current NASAA Series 66 uniformed combined state law license holder.
- Life and Health Insurance license holder
Cameron Kaabi
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help the tea... View More
Top Skills
NAINESH LOTIA
Highly experienced and successful finance professional with a proven track record in wealth management and finance. Demonstrates expertise in finance ... View More
Top Skills
Certifications
- Completed Certification by Maxi Media Foundation for study on a specified curriculum.
Thomas Hillier
Ambitious and detail-oriented financial services professional actively working towards a Level 5 Certificate in Financial Services (Residential Proper... View More