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MATHEW ELKINS
Senior Operations and Investment Services professional with 6+ years of experience across asset management, annuities, investor relations, and global ... View More
Top Skills
Certifications
- LEAN / Six Sigma Green Belt - University of North Florida (2017)
- Securities Industry Essentials (SIE)
- Series 6
Jean-Baptiste Andrieux
Top Skills
Certifications
- Investment Management Certificate (IMC)
- Investment Company Accreditation
- Bloomberg Market Concepts
Peter Flores
Accomplished Investment Management Leader with over 15 years of experience in financial analysis, strategic investment planning, and regulatory compli... View More
Top Skills
Certifications
- Bloomberg Market Concepts
- FINRA Series 7 and 66 Licenses
James Taylor
Innovative, and results driven asset management wholesaler with 23 years of successful capital raise experience incorporating a disciplined, client ce... View More
Top Skills
DEEPTHI SREE RAJULAPATI
Equity research professional with background in financial analysis, market research, and investment strategies. Proven track record of delivering acti... View More
Top Skills
Riccardo Tasca
International finance professional with experience in portfolio management, investment reporting, and cross-border client advisory. Skilled in portfol... View More
Top Skills
Eugene Roche
Client-focused professional with experience in financial services, operations, and high-pressure client engagement. Skilled in CRM systems, prospect r... View More
Top Skills
Mark Anthony Walters
Financial professional with over 15 years of experience in investment banking, treasury management, and wealth management. Proven ability to develop c... View More
Top Skills
Certifications
- FINRA Series 7, 66, 6, and SIE Licenses
- Life & Health Insurance License (GA)
Michael Brodowicz
Dynamic financial professional with a proven track record of delivering scenario-based financial models and enhancing reporting accuracy. Expert in fi... View More
Top Skills
Certifications
- Series 7 & 66 Licensed
- State of Michigan Life/Accident/Health Insurance
- CFP Candidate (In Progress) – Expected Spring 2026
DANA OF ROSENBORG SMITH
Results-oriented senior finance analyst skilled in optimizing financial performance and driving business insights, with proven expertise at Wells Farg... View More