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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
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Certifications
- Series 7 & 66 Licensed
- State of Michigan Life/Accident/Health Insurance
- CFP Candidate (In Progress) – Expected Spring 2026
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
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Certifications
- Bloomberg Market Concepts
- FINRA Series 7 and 66 Licenses
NATALIE ROHNER
Dedicated Client Associate with extensive experience with cultivating and managing client relationships. Skilled in comprehensive financial planning, ... View More
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PALOMA ENCINAS ULLAURI
Quality-driven Compliance Analyst familiar with tracking, documentation, and reporting requirements. Successful in fast-paced, demanding environments,... View More
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James Taylor
Innovative, and results driven asset management wholesaler with 23 years of successful capital raise experience incorporating a disciplined, client ce... View More
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Riccardo Tasca
International finance professional with experience in portfolio management, investment reporting, and cross-border client advisory. Skilled in portfol... View More
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Eugene Roche
Client-focused professional with experience in financial services, operations, and high-pressure client engagement. Skilled in CRM systems, prospect r... View More
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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)
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