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Mangal Mohan Gupta

Results-driven banking professional with over 5 years of experience in Customer Relationship management and financial advisory. Proven track record as... View More

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Certifications

  • IRDA (Insurance Regulatory and Development Authority) Certified
  • AMFI (Association of Mutual Funds in India) Registered Mutual Fund Distributor
  • PMS (Portfolio Management Services) Certified

SUBBULAKSHMI B

Experienced Relationship and Wealth Management professional specializing in High Net Worth Individual (HNI) portfolios within Preferred and Priority B... View More

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Certifications

  • Mutual Fund NISM
  • IRDA
Saransh Jaiswal

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)

Austin Cantor

Experienced with customer relationship management, financial advising, and risk assessment. Utilizes in-depth knowledge of banking regulations and pro... View More

Top Skills

Certifications

  • Series 6
  • Series 63
  • Series 65

Qazi Zaeem

Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-... View More

Top Skills

Certifications

  • Canadian Securities Course (CSC)
  • HubSpot CRM
  • Advanced Excel

HALIMAH SALMAN

Results-driven professional with over four years of experience in customer service, alongside hands-on experience in warehouse operations and manageme... View More

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Jaden Gallardo

Wealth Management Advisor delivering comprehensive financial planning and investment advisory services within a core advisory program. Strong producti... View More

Top Skills

Certifications

  • FINRA Series 7 License
  • FINRA Series 66 License

Nicholas D'Amato

-Accuracy-focused banking professional experienced in cash handling, transaction management and fraud prevention. -Promotion of bank products and ser... View More

Top Skills

Certifications

  • -SIE Certified
Abhishek Jana

Abhishek Jana

Excelling in portfolio management and investment advisory. Proven track record Highly-motivated employee with a desire to take on new challenges. Stro... View More

Top Skills

Certifications

  • IRDA
  • AMFI
Diana Capetillo Delgado

Diana Capetillo Delgado

Results-driven finance professional with nearly 20 years of experience across diverse business domains, including structured and corporate finance, pr... View More

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