financial advisory Search Results
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Nikhil G Gohil
Service Manager with extensive experience at IIFL Capital Services Ltd., specializing in client relationship management and revenue generation. Demons... View More
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Certifications
- NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination.
- NISM Series V A: Mutual Fund Distributors Certification Examination.
Chee Keong Khaw
Meticulous and experienced financial professional with history of meeting company goals utilising consistent and organised practices. Skilled in asset... View More
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Certifications
- Insurance License - CMFAS M1B, M5, M9, M9A, HI, BCP, PGI
- LANGUAGES
- English: C2 Proficient
Lukas Wetter
Versatile and client-focused professional with experience in customer relations, consultative sales, and communication across financial and retail env... View More
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JESSE JACO
As a dedicated Customer Service and Sales Professional with over 12 years of experience, I specialize in enhancing quality assurance frameworks and ma... View More
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Certifications
- General Lines Agent Life, Acc., Health & Health 10-15-2014 - 07-03-2017 Inactive
- SIE - Securities Industry EssentialsFeb 9, 2022 - Present,
- Series 7TO - General Securities Mar 18, 2022 - Present ,
Gabriel Rodvien
Hardworking employee with a variety of skills and experience from previous positions in the banking and retail industries. Pursues opportunities to le... View More
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Ammar Ashraf
A seasoned professional with extensive expertise in client relations, looking to return to a Mortgage and Protection Advisory Role. 500 + completions ... View More
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Certifications
- Financial Planning Certificate - 1, 2, & 3
- CII - Level 3, Certificate in Mortgage Advice
SHIVANSH GUPTA
Results-driven finance and sales professional with over 2 years of experience at Apna Wealth. Specializes in mutual funds, client advisory, and teleca... View More
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William Lee
Proactive and adaptable educator with a strong foundation in mentorship, coaching, and financial analysis. Over a decade of experience teaching and gu... View More
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Certifications
- Indiana State Teaching Certification, In Progress
- CPR Certification, Certified
Jacob Wolf
Dynamic sales leader with a proven track record at Sternbergs CDJR, excelling in sales strategy development and team building. Achieved ambitious targ... View More
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KATYA WELLS
Adaptable professional with a quick-learning ability and a talent for adjusting to new environments. Skilled in rapidly acquiring new knowledge and ap... View More