financial advisory Search Results
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TROY ALLEN
A dedicated and experienced professional with 30 years of experience in operations management, financial advisory, and professional sales. A backgroun... 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
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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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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SAIDEEP CHOUDHARY
Investment professional with 8 years of experience and enthusiasm to solve problems in the different areas of Finance and Management. Have a wide... View More
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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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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
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
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Manisha Jhinjha
Results-driven professional with a strong academic foundation in Economics and proven experience in customer engagement, financial services, and relat... View More
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Certifications
- Video Sales Mastery, Vengreso, 10/01/22, Specialized training in leveraging video technologies for effective client engagement and sales processes.
- The Expansion Award, Vengreso, 10/01/22, Recognition for excellence in client account expansion and relationship management.
Yogesh Bhagvatrao Yawale
One year experienced Branch Relationship Officer in banking operations, handling cash transactions. Completed Post Graduate Diploma in Banking Service... View More