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Aman Kohli
Results-driven leader with strong background in strategic management and organizational growth. Skilled in developing and implementing effective busi... View More
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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
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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
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Dhairya Nagdev
Finance professional with experience in investment analysis, advisor support, and portfolio strategy across wealth management and global private banki... View More
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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
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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
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
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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
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Certifications
- Series 6 & Series 63 Licenses
- Variable Life & Health Insurance License
- Financial Planning Courses (if applicable, or include any relevant self-study programs/courses)


