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Group: Independent Financial Advisors
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English, Russian, Ukrainian, currently study Italian, Arabic, French and Spanish
Customer Service, Financial Consultant, Qualify Veterans and Surviving Spouse for Aid & Attendance Pension, Strategic Planning, Healthcare, Social Networking, Marketing, Marketing Strategy, REO, Insurance, Nonprofits, Social Media Marketing, Public Speaking, Investments, Fixed Annuities
Financial Planning, Retirement, Critical Illness, Insurance, New Business Development, Sales Management, Strategic Planning, Account Management, Customer Relations, Marketing Strategy, Investments, Employee Benefits, Strategy Development, Coaching, Team Leadership, People Management, Financial Services
Microsoft Office, Customer Service, Research, Photoshop, Teaching, Budgets, Sales Presentations, Term Life Insurance, Investment Strategies, Real Estate Investor, Retirement Planning, Marketing, Investments, Negotiation, Entrepreneurship
  • Relationship Manager at SEI
  • Account Executive - Financial Consultant for Independent Financial Advisors at SEI
Investments, Wealth Management, Financial Services, Finance, Mutual Funds, Portfolio Management, Management, Equities, Financial Analysis, Financial Planning
English, Mandarin, Cantonese, Taiwanese, Management, Training, Insurance, General Insurance, Business Development, Sales, Sales Management, Marketing, Financial Services, Finance, Real Estate, Customer Service, Life Insurance, Mortgage Lending, Disability Insurance
Start-ups, Strategic Partnerships, Direct Marketing, Product Development, Entrepreneur, New Business Development, Sales Management, Strategic Planning, Writing, Public Speaking, Team Building, Integrated Marketing, Marketing, Entrepreneurship, Business Development, Strategy, Online Advertising
Spanish, Wealth Management, Retirement Planning, 401k, ETFs, Investment Education, Investment Advisory, Investment Strategies, Retirement, Investments, Asset Allocation, Strategic Financial Planning, Portfolio Management, Estate Planning, Wealth Accumulation Strategies, Charitable Gift Planning
Unit Trusts, Holistic Financial Planning, Income Protection, Inheritance Tax Planning, Critical Illness, Wealth, Pensions, Financial Advisory, Retirement Planning, Wealth Management, Investment Advisory, Protection, Equity Release, Independent Financial Advice, SIPP
Index Provider, Portfolio Management, Investment Strategies, Investments, Asset Allocation, Equities, Alternative Investments, Trading, Risk Management, Personal Finance, Investment Advisory, Investment Management, Asset Management, Hedge Funds, Construction Management, Construction, Strategy, Business Strategy, Mutual Funds
Mortgage Lending, Loans, Finance, Insurance, Management, Debt Management, Residential Mortgages, Financial Services, New Business Development, Lead Generation, Credit, Account Management, Sales Management, Secured Financing, General Insurance, Call Centers, Underwriting, Banking
French, English, Spanish, Fundraising, Government, Wealth Management, IRAs, 401k, Long Term Care Insurance, Training, Whole Life, Account Management, Team Leadership, Financial Accounting, Financial Audits, Financial Analysis, Life Insurance, Financial Planning
Investments, Financial Advisory, Wealth Management, Leadership, Retirement Planning, Financial Services, Mutual Funds, Finance, Wealth, Investment Strategies, Critical Illness, Entrepreneurship, Retirement, Estate Planning, Coaching
Human Resources, Talent Management, Recruiting, Investments, Management, Microsoft Office, Business Strategy, Performance Management, Talent Acquisition, Employee Relations
Fair English, MS Office Tools, Bloomberg, Private Banking, Fixed Income, Analysis, Asset Managment, Financial Markets, Investments, Bonds, Securities, Private banking, Obbligazioni, Hedge fund, Investimenti
Investments, Trust Services, Pensions, Life Insurance, Financial Services, Wealth Management, High Net Worth Individuals, Inheritance Tax Planning, Wealth Management Services, Banking, Retail Banking, Investment Advisory, Wealth, Private Banking, Retirement Planning, Relationship Management, Financial Planning
Spanish, French, Retirement Planning, Investments, Asset Allocation, Investment Advisory, Financial Services, Financial Advisory, Strategic Financial Planning, Mutual Funds, Retirement, Fixed Annuities, Insurance, Securities, Financial Planning, Estate Planning, FINRA, Asset Management, Finance, Wealth Management, Asset Managment
Investments, Retirement, Financial Services, Investment Advisory, Finance, Financial Goals, Mutual Funds, Insurance, Certified Financial Planner, Retirement Planning, Wealth, Financial Advisory, Wealth Management, Wealth Accumulation, Portfolio Management, Financial Planners, Critical Illness, Financial Planning
Arabic, English, Benefits, Health, Dental, Accident, Hospitals, Insurance, Small Business, Disability Insurance, Employee Benefits, Healthcare, Health Insurance, Long Term Care, Employee Relations, Term Life Insurance, Group Benefits
Financial Advisory, Strategic Financial Planning, Estate Planning, Sales, New Business Development, Retirement Planning, Life Insurance, Succession Planning, Retirement, Wealth, Disability Insurance, Business Development, Leadership, Long-term Care, Financial Planning
English, Retirement Planning, Retirement, Wealth Management, Wealth, Investment Advisory, Investment Strategies, Saving for Education, Financial Advisory, Fixed Annuities, Uniform Combined State Law, Estate Planning, Wealth Accumulation
Strategic Financial Planning, Portfolio Management, Banking, Relationship Management, Financial Services, Investments, Finance, Series 7, Financial Analysis, Financial Modeling, Equities, Asset Managment, Wealth Management, Cash Management, Risk Management
Spanish, Customer Service, Public Speaking, Sports, Inventory Management, Budgeting, Customer Relations, Golf, Budgets, Event Planning, Coaching, Event Management, Strategic Financial Planning, Licensed Life & Health Insurance Agent, Microsoft Office, Tournaments
Investments, Investment Management, Wealth Management, Investment Strategies, Mutual Funds, Portfolio Management, Investment Advisory, Retirement Planning, Equities, Asset Management, Strategic Financial Planning, Asset Allocation, Fixed Income, Estate Planning, Securities
Alternative Investments, Mutual Funds, Wealth Management, Financial Advisory, Series 7, Series 63
Spanish, Insurance, Health, Home, Annuities, Term Life Insurance, Life Insurance, Homeowners, Indexed Annuities, Umbrella Insurance, Universal Life, Whole Life, Disability Insurance, Long-term Care, Commercial Insurance, Key Person Insurance
Spanish, Fully bilingual English, Bilingual, fully bilingual spanish, 401k, Defined Benefit, Retirement, Series 7, FINRA, ERISA, Pensions, Mutual Funds, Uniform Combined State Law, Retirement Planning, IRAs, Series 24
Banking, Investment Banking, Derivatives, Capital Markets, FX Options, Structured Finance, Trade Finance, Equities, SWIFT payments, Financial Services, Cash Management, Risk Management, Fixed Income, Corporate Finance, Treasury Management, Securities, Financial Markets, Emerging Markets, Financial Risk
English, Insurance Planning, Retirement Planning, Wealth Management, Financial Planning, Estate Planning, Insurance, Succession Planning, Retirement, Annuities, 401k, Investments, Securities, Asset Management, IRA's, Risk Management
  • Gruppo di Neurochimica del Comportamento (Scienze e Tecniche Psicologiche) at GNCC
Italiano, English, Français, Ministero della Giustizia: Mediatore Civile e Commerciale (2011), Comune di Milano: volontario Protezione Civile (2011-2013), Ministero delle Comunicazioni: Patente di operatore di stazione di Radioamatore, Croce Rossa Italiana: Brevetto europeo di primo soccorso (2008), SPSS
Access, Portfolio Management, Retirement Planning, Asset Allocation, Investment Strategies, Mutual Funds, Investment Advisory, Fixed Annuities, Wealth Management, Finance, Securities, 401k, Asset Management, Strategic Financial Planning, Retirement
English, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Business Analysis, Asset Managment, Management Consulting, Financial Services, Change Management, Vendor Management, Management, Strategic Planning, Project Management, Business Development, Strategy, Analysis, Microsoft Excel, Finance
Retirement Planning, Fixed Annuities, Term Life Insurance, IRAs, Business Planning, Employee Benefits, Sales, Strategic Planning, 401k, Investments, Insurance, Financial Services, Securities, Finance, Variable Annuities
Financial Adviser, Retirement Planning, IRAs, 401k, Retirement, Mutual Funds, Long-term Care, Variable Annuities, Fixed Annuities, Term Life Insurance, Disability Insurance, Small Business, Wealth Management, Securities, Strategic Financial Planning
Bulgarian, 401(k) Rollovers, Annuity Sales, Asset Protection, Estate Planning, Insurance, Investments, Gifting Strategies, Key Person Protection, Legacies, Licensed Life & Health Insurance Agent, Multi-generational Planning, Multi-Generational Wealth Transfer, Protection Planning/ Family Security, Retirement, Retirement Planning
English, Mandarin Chinese, Taiwanese, Life Insurance, Segregated Funds, Estate Planning, Retirement Planning, Wealth Management, Strategic Financial Planning, Finance, Investments, Mutual Funds, Portfolio Management, Wealth Accumulation, Financial Planning, Investment Strategies, Investment Advisory, Wealth, Financial Advisory
Français, Anglais, Allemand, Open Minded, Entrepreneurship, Client Counseling, Highly Ambitious, Finance, Financial Coaching, Financial Analysis, Financial Advisory, Legal Advice, Luxury Goods, Entrepreneurship Development, Wealth Management Services, Financial Services, Positivity, Independent Thinking
French, Retirement Planning, Asset Managment, Series 7, Investment Advisory, Portfolio Management, Asset Allocation, Wealth Management, Securities, Investments, Asset Management, Mutual Funds, Investment Strategies, Financial Planners, Retirement, Fixed Annuities
Investments, Strategic Planning, Pensions, Negotiation, Protection, Strategic Financial Planning, Retirement Planning, Insurance, Budgets, Equity Release, Annuities, Retirement, Financial Services, Fixed Annuities, Wealth Management, Financial Advisory
Risk Management, Strategic Financial Planning, Investments, Retirement, Retirement Planning, Finance, Investment Advisory, Portfolio Management, Wealth Management, Financial Planning, Insurance, Pensions
Asset Management, Investment Advisory, Alternative Investments, Asset Managment, Wealth Management, Financial Advisory
Vietnamese, Chinese, Segregated Funds, Retirement Planning, Critical Illness, Financial Advice, Retirement, Disability Insurance, Annuities, Long Term Care, Wealth Management, Pensions, Financial Planning, Asset Allocation, Estate Planning, Investments, Insurance
Spanish, Retirement Planning, Strategic Financial Planning, Financial Analysis, Investments, Asset Allocation, Financial Modeling, Retirement, Financial Advisory, Portfolio Management, Training, Finance, Leadership, Budgets, Customer Service, Management
Series 7, Series 66, Unit Investment Trusts, Mutual Funds, Investments, Manage Client Relationships, Portfolio Management, Asset Protection, Retirement Planning, Retail Banking, Stock Market, Mortgage Lending, Uniform Combined State Law, Finance, Series 63