investment advisory Search Results
Filters
SUBBULAKSHMI B
Experienced Relationship and Wealth Management professional specializing in High Net Worth Individual (HNI) portfolios within Preferred and Priority B... View More
Top Skills
Certifications
- Mutual Fund NISM
- IRDA
Saransh Jaiswal
Finance professional with 5+ years of experience in the securities market, specializing in equity, derivatives, and portfolio management. Proven exper... View More
Top Skills
Certifications
- - NISM-Series-VIII: Equity Derivatives (Certified)
- - NISM-Series-XV: Research Analyst (Certified)
- - NISM-Series-V-A: Mutual Fund Distributor (Certified)
Andrew Reese
Financial Advisor with more than a decade of experience delivering comprehensive wealth management, investment advisory, and financial planning servic... View More
Top Skills
Gregory Dechau
Dynamic Senior Relationship Banker specializing in cash flow analysis, loan origination, and portfolio management. Proven ability to cultivate strong ... View More
Top Skills
Certifications
- series 6
- series 63
- 214 health and annuity's
ALBERTO CUÑARRO MUZIO
Senior Private Banking Executive with over 15 years advising high-net-worth clients in Latin America. Expertise in wealth management, private financin... View More
Top Skills
SHIVAM GIRI
Assistant manager with extensive experience in customer relationship management, corporate partnerships, and lead generation at Yes Bank. Proven succe... View More
Top Skills
Certifications
- Computer Certificate
KRATIKA MANDLOI
Dedicated professional with a strong commitment to continuous learning and skill enhancement, aiming for leadership roles that drive significant organ... View More
Top Skills
Antoinette Schroll
Dynamic Senior Relationship Banker with extensive expertise in enhancing customer satisfaction and fostering enduring client relationships. Proven tra... View More
Top Skills
Certifications
- I have a NMLS#. I have CRIF Loan training.
Abdalle Osman
Dynamic investment professional with a proven track record at Salaam Bank, excelling in investment analysis and portfolio management. Adept at develop... View More
Top Skills
Certifications
- CCNA
- GRAPHIC DESIGN
- EXCEL SKILLS
Arvind Kaur Gill
Qualified Investment Specialist with proven background in managing client relationships and providing tailored financial solutions. Successfully navig... View More






