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Yander Barrios

Finance and wealth management professional with experience supporting ultra-high-net-worth clients and advisory teams managing over $3 billion in asse... View More

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Certifications

  • CRPC- Certified Financial Planner
  • Series 7
  • Series 66

Jonah Duarte

Finance graduate with SIE, Series 7, and Series 66 licenses, seeking a markets-focused role in investment operations, trade support, portfolio operati... View More

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Certifications

  • - Series 7
  • - Series 66
  • - SIE
Lloyd Mulenga

Lloyd Mulenga

Analytical and detail-oriented Junior Economist with a strong foundation in economic theory, data analysis, and policy research. Skilled in conducting... View More

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Certifications

  • Certificate in Monitoring and Evaluation
  • University of Zambia
  • Courses: Development of Monitoring and Evaluation Frame Works, Data Analysis, Utilization of finding, Logic Models.
James-William Pelchat

James-William Pelchat

I am a results-driven professional with focus on client satisfaction and financial efficiency. My background includes sales growth and financial analy... View More

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Certifications

  • Bloomberg Market Concepts
  • CVM-CSI in progress

Edward Hanhardt

Currently a Relationship Manager with E*Trade from Morgan Stanley. My current responsibilities include business development, problem solving, financia... View More

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Charity Dennis

Dedicated money management professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under p... View More

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Landen Johnson

Entry level business graduate with experience analyzing financial and operational data, preparing structured reports, and supporting decision making i... View More

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ASHLEY COWAN

ASHLEY COWAN

Experienced with tenant relations, property maintenance, and lease administration. Utilizes strong organizational skills and attention to detail to ma... View More

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TULSI PATEL

Goal-driven banking professional well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue t... View More

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Certifications

  • Business Analytics with Excel (2024)
  • Credential ID- 5012644

Vishnu Das

Investment banking professional with six years of experience in fund management, performance reporting, cash and position reconciliation, and financia... View More

Top Skills

Certifications

  • Professional Certificate Course in Data Analytics and Generative AI -IIT Kanpur- Pursuing