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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
Results-driven Compensation Specialist at Osaic Inc. with strong problem-solving skills and a proven track record in streamlining financial processes.... View More
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Detail-oriented financial services professional with over six years of experience in client relationship management and mortgage loan processing. Two... View More
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Certifications
- Public Notary for the State of Arizona / Commission #: 692919
- Commission begin date: 02/10/2026
- Commission end date: 02/09/2030
Processing specialist with a strong worth ethic and attention to detail, I am looking to further my growth within the field. With core values of custo... View More
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Senior Trading Analyst with over 15 years of experience in creation and optimization of Fin-Tech systems and platforms on behalf of leading financial ... View More
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Certifications
- SIE / Series 7 / Series 63
Business-minded Senior Operations Associate known for verifying received data against orders for accuracy. Highly energetic with over 5 years of exper... View More
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Dedicated and organized financial professional with over 11 years of experience and outstanding relationship-building and problem-solving skills. Sing... View More
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Certifications
- Certified Financial Planner Certificate, 03/2020
- Series 65
Dedicated Client Service Associate and Taylor University Alumna with a strong foundation in relationship management, strategic engagement, and operati... View More
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Organized and dependable candidate successful at managing multiple projects with a positive attitude. Willingness to take on added responsibilities to... View More
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Dynamic financial professional with a proven track record of delivering tailored insurance and investment solutions at Worthington Financial Partners.... View More
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Certifications
- General Securities Representative Exam, Series 7, FINRA
- Securities Industry Essentials (SIE), FINRA
- Life Insurance Producer: FL, DC, VA, MD, DE, PA