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Dynamic investment and advisory leader with over 13 years of experience in advisory services, alternative investments, compliance, and trading. Curren... View More
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Certifications
- Series 7, Series 66, Yale School of Management CIMA prerequisite
Detailed Oriented & Excellent Communication, Team Player Proactive & Fast Learner/Problem Solver / Strongly Organized, 10 + Years C- Suite experience... View More
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Experienced with providing strategic investment guidance to clients. Utilizes deep understanding of financial markets to develop customized investmen... View More
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Certifications
- Series 6 FINRA License (2024-12) Series 63 FINRA License (2024-12) Series 26 FINRA License (2024-12) Series 65 FINRA License (2024-12)
Accomplished financial professional with 7 years of accounting and FP&A experience that is passionate about delivering exceptional value, results and ... View More
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Highly experienced professional with 23 years in the financial services industry, including leadership roles in insurance, wealth management, and comp... View More
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Certifications
- Responsible Investment Certification (RIAC), 09/01/21
- Branch Managers Course (BMC), 10/01/06
Equity research professional with background in financial analysis, market research, and investment strategies. Proven track record of delivering acti... View More
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Results-driven leader with experience in financial advisory and education, driving revenue growth and measurable performance outcomes. Managed diverse... View More
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Certifications
- Series 7 - Active via FINRA MQP
- Previously held - Series 66 FINRA License and Life and Health Insurance License
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Orga... View More
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Certifications
- Bloomberg Certified
Highly organized and reliable Wealth Analyst with over 7 years of experience in the banking and financial industries. Accomplished and results-oriente... View More
Top Skills
Certifications
- Series 7, Series 63 and Series 65-All Active
- Chartered Financial Analyst-Level 1 Candidate
Results-driven sales and distribution leader with 9+ years of experience in asset management. Proven track record of exceeding sales targets, building... View More
Top Skills
Certifications
- Series 7
- Series 66
- Series 24