Skip to Content

investment planning Search Results

Skills
4252 Results

Filters

Most Relevant
Job Title
Skills
Company
School
Location
4252 Results
Most Relevant

Harmanjot Kaur

Highly motivated Financial Advisor educates clients on investment strategies, retirement planning and financial planning. Proven track record helping ... View More

Top Skills

Certifications

  • CAFA (Certificate in Advanced Financial Advice)
  • CFSA (Certificate in financial Service Advice)
  • IFIC (Investment funds in Canada)

Rockey Praveen Adari

Seeking challenging environment in an organization where I can positively contribute my talent and skills to grow and expand the company. PROFESSIONAL... View More

Top Skills

Anthony Rutkowski

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and abi... View More

Top Skills

Certifications

  • AWMA- Accredited Wealth Management Advisor
  • BFA- Behavioral Financial Advisor
  • WMCP - Wealth Management Certified Professional]
Joydeep Dasgupta

Joydeep Dasgupta

An accomplished financial professional with over 25 years of extensive experience in the EPC, Real Estate, FMCG, FMCD and Office Automation industries... View More

Top Skills

Sunil Khiatani

Sunil Khiatani

Promote culture of continuous improvement to maintain adaptable and responsive organizations ready for changing market conditions and business demands... View More

Top Skills

Certifications

  • GIA certified gemologist.

VINCENT PAPPALARDO

Developed skills in fast-paced finance and acounting environments, including data analysis and effective communication. Ability to transition into a n... View More

Top Skills

Certifications

  • Series 65 Certification
Christos Aposporis

Christos Aposporis

Commercial Operations Manager with 5+ years’ commercial and strategic experience in FMCG/Manufacturing. Dynamic MBA-qualified with a proven track reco... View More

Top Skills

Louis Velazquez

Dynamic professional with a proven track record at JetBlue, excelling in customer service and crew leadership. Expert in complex problem-solving and p... View More

Top Skills

THOMAS MCEUEN

Dynamic financial professional with extensive experience at RBF Capital, specializing in innovative debt modification strategies. Proven track record ... View More

Top Skills

Jason Doherty

Experienced financial planner with a strong background in developing comprehensive financial plans and wealth management strategies. Adept at planning... View More

Top Skills