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Aman Kohli

Aman Kohli

Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective busi... View More

Top Skills

Laura Gaytán Rodríguez

Economist with expertise in the financial sector, specializing in portfolio management and market analysis. Proficient in using specialized software a... View More

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Peter Sauer

Experienced investment research analyst with a proven track record spanning over 15 years. Possessing exceptional analytical and reporting skills, ade... View More

Top Skills

Certifications

  • Chartered Financial Analyst
  • CFA Certificate in ESG Investing

Arujun Chandran

With 8+ years of expertise in financial analysis, specializing in asset management, customer service, and credit counselling within the banking secto... View More

Top Skills

Dhairya Nagdev

Dhairya Nagdev

Finance professional with experience in investment analysis, advisor support, and portfolio strategy across wealth management and global private banki... View More

Top Skills

Certifications

  • Financial Modeling & Valuation Training
  • CFA Institute – Investment Foundations
  • Corporate Soft Skills certification

Adam Strzelecki

Detail-oriented finance professional with extensive experience in managing employer-client relationships and fostering business growth. Skilled in fin... View More

Top Skills

Meera G

Dedicated customer support specialist with 5+ years of experience in client facing roles across financial services and SaaS industries. Adept at resol... View More

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Gianfranco Esposito

Gianfranco Esposito

Detail-focused financial expert, skilled in managing substantial asset portfolios and improving client financial outcomes through strategic use of fin... View More

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Certifications

  • Series 7 & 63

Tsebo Ramasodi

Dynamic professional with four years of experience driving operational excellence and compliance in financial services. Expertise lies in managing fun... View More

Top Skills

Certifications

  • Capital Markets & Securities Analyst, Corporate Finance Institute, 2023
  • JSE Registered Securities Trader, SAIFM, 2022
  • Python for Everybody, Coursera, 2022

William Payne Sykes

Results-oriented Financial Sales Representative with a proven track record of exceeding sales goals, building strong client relationships, and driving... View More

Top Skills

Certifications

  • Series 6 & Series 63 Licenses
  • Variable Life & Health Insurance License
  • Financial Planning Courses (if applicable, or include any relevant self-study programs/courses)