financial product knowledge Search Results
Filters
ANTHONY GIBSON
Resourceful banking professional committed to delivering top-level service. Offers skilled client relationship management, conflict resolution, and le... View More
Top Skills
NATALIE LOHSE
Banking professional with a strong record of delivering personalized financial guidance, building lasting client relationships, and supporting custome... View More
Top Skills
Certifications
- Financial Statement Analysis Intuit Academy through Coursera – Nov. 2025
- Liabilities and Equity in Accounting Intuit Academy through Coursera – Sept. 2025
- Assets in Accounting Intuit through Coursera – June 2025
Sheriel Carr
Client-focused banking and customer service professional experience in relationship management, financial product recommendations, and operational acc... View More
Top Skills
Shaun Aguilar
Seeking a role to inspire and empower clients to become financially literate and empowered. Help clients strategically implement plans to achieve thei... View More
Top Skills
Certifications
- FINRA Series 6,63 and 65 Licensed
- Life and Health Licensed in CA, TX, FL, NC, SC, VA, GA, MN, TN, LA, OK,
Adam Sciuto
Experienced financial professional with active licenses including SIE, Series 7, Series 63, and South Carolina Life, Accident, & Health Producer. Know... View More
Top Skills
Certifications
- Securities Industry Essentials (SIE) – FINRA
- Series 7 – FINRA
- Series 63 – FINRA
Roxana Mendez
Well qualified and results oriented banking professional with remarkable leadership and management skills. Top performer with track record of consi... View More
Top Skills
Crystal Wilson
Dynamic Member of Customer Service Specialist. Excelling in account management and issue resolution. Adept at leveraging financial product knowledge t... View More
Top Skills
Bobby Dinh
Offering solid foundation in customer service and financial transactions, eager to learn and develop in banking environment. Brings ability to quickl... View More
Top Skills
SURYAVEER SINGH BHATI
Finance professional with expertise in customer service and operational efficiency, demonstrating strong analytical skills and financial acumen in fin... View More
Top Skills
Certifications
- Film and television acting from Kreating Characters