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Carlos Alberto Rodriguez

Excellent communicator and dependable team player with strong understanding of insurance industry. Adept at building relationships with clients, bro... View More

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Certifications

  • HEALTH AND LIFE CETIFIED INSURANCE AGENT FOR TEXAS, FLORIDA AND GEORGIA.
Tudy Carthy

Tudy Carthy

Encouraging manager and analytical problem-solver with talents for team building, leading and motivating. Proficient in using independent decision-mak... View More

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Kayden Groff

Dynamic banking professional with expertise in client retention and solution-oriented sales. Proven ability to build strong relationships and assess f... View More

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Certifications

  • • Securities Industry Essentials (SIE) – Financial Industry Regulatory Authority (FINRA)• Series 63 – Uniform Securities Agent State Law Exam – FINRA• Life & Health Insurance License – State of California• California Notary Public – Commission Pending (Exam Passed)• Series 6 – Investment Company & Variable Contracts Products Representative – Candidate, Exam Scheduled March 23, 2026

Lenora Silvera

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

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Roque Medina Jr.

Client-focused sales and service professional with leadership experience in high-volume customer environments. Proven ability to build trusted relatio... View More

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Danilo Cabrera Marte

Driven Relationship Banker with extensive experience in retail banking and customer service at Eastern Bank. Proven ability to build strong client re... View More

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Certifications

  • Licensed NMLS #2551969

Dmitriy Ginosyan

Experienced financial professional with over half a decade in the banking industry, specializing in relationship management and advisory support for U... View More

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Certifications

  • Series 7
  • Series 6
  • Series 63

Betsy Valle

Professional with over 20 years of experience in financial services, specializing in risk mitigation, investigations, and customer resolution. Bilingu... View More

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Lily Pappanduros

Lily Pappanduros

Driven and personable business finance student with a strong work ethic, leadership experience, and a passion for helping others succeed. I’ve built a... View More

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Walter Thomas

Walter Thomas

Polite and professional Sales Agent successful in applying strong communication and problem resolution skills to each customer issue. Solid history of... View More

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