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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
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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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
Rosie Nichols
Trust Administrator at Bank of America. Expertly managed trust accounts, enhancing client satisfaction through effective communication and, profession... View More
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JOE JOHNSTON
Results-driven financial professional with extensive expertise in wealth management, business banking, and digital asset brokerage. Recognized for cul... View More
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Certifications
- Security Industry Essentials Certification | 2021
- Series 7 License | 2021
- Series 63 License | 2023
Vanusha Dhas
Dynamic financial leader with a proven track record at Nuvama Private Wealth, managing $160M+ in assets and enhancing client portfolio efficiency by 2... View More
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Certifications
- Certified Research Analyst -NISM
- Certified Financial Advisor NISM
Robert Vilbig
Dynamic financial advisor with proven success in asset management and client relations. Expertise in portfolio optimization leading to increased ROI a... View More
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Certifications
- Life and Health
- Series 6, 63, 65, 7, SIE
- Financial Planner
Graham Gangloff
Successful Financial Planner with over 3.5 years of experience. Gifted in building client relationships and providing comprehensive strategies for gro... View More
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Certifications
- . Life and Health Insurance License - OH Department of Insurance.
- Securities Industries Essentials - FINRA