investment strategy Search Results
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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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Certifications
- Currently Preparing for CISI Qualification
- Bloomberg Market Concepts Certificate
- Environmental Social Governance Certificate
Lauren D. Toli
Relationship Manager with extensive experience in client portfolio management and investment strategy development. Demonstrated ability to enhance cli... View More
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Certifications
- License Series 7
- License Series 63
- Life, Accident and Health License
Kane Barger
Results-driven financial representative with expertise in financial analysis, risk assessment, and regulatory compliance. Proven ability to develop ta... View More
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Certifications
- Series 6, 63 and 26 Investment License
- Life and Health Insurance License
- LUTCF Council Fellow
Christopher Mata
Real estate professional prepared for role with strong experience in portfolio management, leasing, and financial analysis. Strong business acumen wit... View More
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Harshil Choksi
Detail-oriented and analytical professional seeking a challenging position in Research Analysis where I can apply my skills in data interpretation, cr... View More
Top Skills
Certifications
- NISM Xlll Common Derivatives Certification, 2025
- NISM XXI-A Portfolio Management Services Certification, 2024
- NISM XV Research Analyst Certification, 2023
Tierney Austin
Dynamic and results-driven professional with proven leadership experience in financial services. Skilled in team management, performance coaching, and... View More
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Innocentia Mariwande -Mhlanga
Dynamic investment professional with a proven track record of delivering strategic financial advice and managing diverse portfolios. Expertise in anal... View More
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MILOS VUJOVIC, CFA, MSF
Driven Fixed Income Portfolio Manager with CFA and MSF designations and a strong blend of analytical expertise, industry experience, and hands-on port... View More
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Devin Hoffman
I am a motivated finance and sales professional with a strong background in automotive and real estate operations. I have a proven track record of gui... View More
Top Skills
Certifications
- Automotive Compliance Education
- ACE Certification
- 2022
Salvatore Renaldi Jr.
Dedicated and motivated professional with a proven track record of driving financial success for clients and increasing bottom line for employers. Com... View More
Top Skills
Certifications
- Series 7
- Series 63
- Florida 2-15 Health, Life & Variable Annuities


