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Tomasz Wojciechowski
Highly motivated and experienced Head Portfolio Manager for Global Fixed Income and Global FX with almost 27 years of experience in Financial Markets.... View More
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Charlotte Sweeney
I am enthusiastic, motivated by challenge and self-improvement. I am a positive team member with an exemplary work ethic. I work extremely well under ... View More
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Rosie Zuluaga
Seeking a challenging position that will allow me to grow personally and professionally. Knowledgeable with solid background in managing high-value cl... View More
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Certifications
- RI Department of Business Regulations
- FINRA Securities Industry Essentials SIE
- Series 6
Anthony Rutkowski
Detail-oriented financial professional with strong expertise in Excel, portfolio management, and investment strategies. Demonstrated ability in develo... View More
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Tyler Brumfield
Results-driven and customer-focused Retail Branch Banker with over 4 years of experience in providing personalized banking services to clients. Skille... View More
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Certifications
- Securities Industry Essentials - Financial Industry Regulatory Authority (FINRA).
- Series 6 License - Financial Industry Regulatory Authority (FINRA).
- Series 63 License - North American Securities Administrators Association through FINRA.
Akhil Devarakonda
Professional financial expert prepared all roles with a strong ability to analyze data, manage budgets, and assess financial risks. Known for fosterin... View More
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CAROLINA GUERRERO
Results-driven financial professional with over six years of experience in banking, wealth management, and client relationship development. Recently ... View More
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Smit Patel
Self-motivated and diligent professional with proficient knowledge and a proven track record of delivering exceptional client experiences. Committed t... View More
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Certifications
- Certificate in Personal Financial Services (issued by Canadian Securities Institute in March of 2022) Comprised of three courses: IFIC, Financial Planning-1, PFSA
Michael Smith
Financial leader who drives results, builds high-performing teams, and generated $30M+ in new client assets through Q2 2025. Recognized for decisive p... View More
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Certifications
- • FINRA SIE • FINRA Series 7 • FINRA Series 63 • FINRA Series 66 • Nebraska Life, Health, Accident or Sickness Producer
Livio Spdaro
Portfolio Manager with multi-year experience into wealth management in Switzerland. During the career I had the opportunity to develop skills about po... View More
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Certifications
- Bloomberg Market Concepts
- IELTS (B2)