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Experienced financial professional with a solid history of providing comprehensive financial advice and solutions. Recognized for exceptional analytic... View More
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Experienced Equity Research Analyst with delivering in-depth sector and company analysis to support investment decisions. Skilled in fundamental and q... View More
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Certifications
- Financial Modelling, IB Institute
Dynamic Lead Securities Analyst at Wells Fargo, with expertise in equity research and financial modeling. and 11+ years of experience. Achieved a 15% ... View More
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Certifications
- CFA, Level 2 completed
Hardworking, organized and dependable candidate successful at managing multiple priorities with a positive attitude. With a willingness to take on add... View More
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Equity research professional with background in financial analysis, market research, and investment strategies. Proven track record of delivering acti... View More
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Experienced investment performance analyst with a track record of delivering portfolio insights across public and private markets, including credit, r... View More
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I am a bilingual professional with over thirteen years of experience on the financial field, business and trading support, operation support, project ... View More
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Certified Financial Planner with over 12 years of experience across wealth management. Experienced with developing and implementing tailored investmen... View More
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Certifications
- Certified Financial Planner (CFP) - Certified Financial Planner Board of Standards, Inc.
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
Focused, organized, and dependable team player with a successful track record in the wealth management industry seeking an opportunity aimed to levera... View More
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Senior Analyst with over 3+ years of experience in Index Management and Financial Data Research . Provided accurate data collection, Developed and mai... View More
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Certifications
- Winner of Bulls and Bear (Stock Market) Event, KIIT Sangam Event. (2018, Bhubaneswar)
- Coordinator of Finance Quiz, Stock Market Quiz mania in International finance Curriculum (2018)