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Accomplished Broker Owner at Merriman and Company Real Estate Group, adept in negotiation expertise and relationship management. Successfully led a te... View More
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Your need for an experienced Registered Sales Associate as advertised [in/on source] is an excellent match to my background and career goals. I come f... View More
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Certifications
- Series 7
- Series 63
- Ohio Notary Republic
Detail-oriented finance professional with hands-on experience in banking operations, client servicing, and market analysis. Currently, I am a Universa... View More
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Certifications
- NMLS - Nationwide Multistate Licensing System & Registry
- Funded trader - Topstep (Proprietary Trading Program)
- Securities Industry Essentials (SIE) - In progress
I am an enthusiastic and self-directed Economics graduate with a robust knowledge base and a deep-seated passion for investment management. My three s... View More
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Experienced financial advisor adept at educating clients about bitcoin and how it fits into their holistic financial plan. Skilled in identifying clie... View More
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Certifications
- Passed Level 1 of CFA Exam
- Accredited Investment Fiduciary
- Series 7, 24, 66, 63
Focused on mitigating company risks while meeting profit goals by making strategic decisions based on sound criteria as skilled financial professional... View More
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Honest Financial Services Associate offering almost 6 years of enhancing customer relationships and facilitating new accounts. Versed in account manag... View More
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As a Financial Services Professional, I strive to provide my clients with expert advice and guidance to help them achieve their financial goals. I rel... View More
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Certifications
- Driver's License
- Microsoft Office Specialist, 07/01/07, Present
- Series 6, Present
Enterprise sales executive with experience in SaaS, Storage, and open-source technologies – operating systems, account management, new business sales,... View More
