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Teng Joe Khoo
Motivated with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding fi... View More
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Anthony Rutkowski
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More
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- AWMA- Accredited Wealth Management Advisor
- BFA- Behavioral Financial Advisor
- WMCP - Wealth Management Certified Professional]
Fredie Mendes
Dynamic Accounting & Finance professional with a 4+ year background in financial markets, portfolio management, retail business operations, supplier r... View More
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Jerry Quirk
Dynamic Stock Broker with Chelsea Financial Services, adept at executing trades and developing investment strategies. Expert in financial analysis and... View More
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- Series 24 series7 series 63 and active insurance license
SHANE LAWLER
NCAA Division III All-American student-athlete with a strong foundation in relationship management, strategic thinking, and data-informed decision-mak... View More
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- Securities Industry Essentials (SIE) FINRA certification that demonstrates foundational knowledge of the securities industry, including types of products, regulatory agencies, market structure, and ethics.
EIDHA ALBREIKI
Ambitious Finance graduate currently in the graduation clearance process, with a strong academic foundation and a deep interest in investment analysis... View More
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- Currently Preparing for CISI Qualification
- Bloomberg Market Concepts Certificate
- Environmental Social Governance Certificate
Jackson Garlin
Business student with hands-on experience in equity research, portfolio management, and financial analysis. Demonstrated ability to deliver strategic ... View More
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- RAMP Certified, 04/2025
Cole Gadell
Double major in accounting and Accounting and Computer Science with a Minor in Software engineering and a 4.0 GPA. Managing 7 figures in investment po... View More
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Scott Greig
Dynamic Investment Manager with a proven track record at Ross Roy Communications, excelling in investment performance analysis and strategic planning.... View More
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Dylan Knotts
Wealth management intern with a strong foundation in financial analysis, portfolio management, and client relations. Skilled at market research, risk ... View More