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Christina Massey Olson

Christina Massey Olson

Results-oriented leader who thrives in fast-paced and competitive environments. Brings strong presentation, analytical and problem solving skills.

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ERIC CAMPBELL

Executive Leader & Managing Partner with proven success rapidly scaling startup organizations globally, empowering businesses/investors to maximize pr... View More

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Sirapop Khieopaitoon

Experienced and diligent worker dedicated to supporting the team and tackling challenging tasks. Safety-conscious and quality-minded, ensuring efficie... View More

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ROHIT RAJ

To be recognized as a global professional and to remain customer centric and to contribute the best in order to achieve the mission and goals of the c... View More

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Samuel Wolf

Versatile Financial Solutions Advisor skilled in investment management and customer service. Committed to delivering tailored financial solutions whil... View More

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Certifications

  • Series 7 License
  • Series 66 License
  • Chartered Retirement Planning Councilor, CRPC®

Edgardo Oliveros Chavez

Experienced with financial analysis, investment strategies, and client relationship management with +7 years of experience in the banking sector, cons... View More

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Certifications

  • Securities Industry Essentials (SIE) - FINRA
  • Investment Company and Variable Products (Series 6) - FINRA
  • General Securities Representative (Series 7) - FINRA

DANIEL O'BRIEN

Financial services professional consistently recognized as a top performer in a competitive industry. Effective problem solver with thorough attention... View More

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Joseph E. Jin, CFP

Accomplished Wealth Management Advisor with expertise in relationship building, financial planning, and investment management. Proven track record of ... View More

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Certifications

  • CFP - Certified Financial Planner
  • FINRA - Series 7 License
  • FINRA - Series 63 License

Steven Dzvonick

Trusted professional with 30+ years of success in financial planning, portfolio management and client retention. Recognized for building trust and del... View More

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Certifications

  • *Series 6
  • *Series 63
Madhulika

Madhulika

Accomplished Banker with 10 years of experience in retail leadership, sales growth, and operational management. Known for building motivated teams, de... View More

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Certifications

  • Association of Mutual Funds In India-NISM
  • IRDA