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Sean D. Ryan CPCU, AIC
Insurance and Financial Advisor handles wide range of financial needs, from retirement planning to insurance decisions. Decisive planner with understa... View More
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Jennifer McCallian
High-achieving financial services professional with 7 year history of success in wealth management and financial planning. Dedicated and organized fin... View More
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Ammara Khalil
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities... View More
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Rebecca Witherspoon AdvDipFA
Experience working in financial management and planning. Proven strengths in adapting to changing markets and developing budget plans. Friendly person... View More
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Desmond Fox
Independent Financial Advisor, with 20 years of experience in dealing with NHS Pensions, and is happy to share knowledge. An Energetic employee who se... View More
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Sudhanshu Upadhyay
Finance professional with comprehensive experience in consultancy and advisory roles within financial services. Specialisms in delivering strategic fi... View More
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Certifications
- Computer Awareness and Applications
- Advanced Excel and Tally & Goods and Service Tax
- Digital Marketing Analysts
Lukas William Van Deventer
Experienced customer service professional with over four years of experience in customer contact. I am passionate about applying my skills within an o... View More
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Certifications
- WFT Basis, EIFD
- Digital Marketing, Google
- HTML, SoloLearn
Stephen Dodge
Accomplished Financial Advisor with over 20 years of experience building and cultivating lifetime client relationships now an Ohio licensed Attorney s... View More
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Brian Pedroza ChFC®
Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Over 11 years of success supporting ... View More
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Certifications
- Series 7, 63,66
- ChFC® Designation
- Life/Health License
Pako Mmusi
Offering strong analytical skills and client-focused approach. Knowledgeable about financial markets and investment strategies, with knack for buildin... View More
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Certifications
- Certificate of Proficiency in Long Term Insurance

