For Professionals

Pick your region

Search Profiles by Job Title

ENGLISH IN

ENGLISH UK

Deutsh

Español

Français (canada)

Français (france)

italiano

polski

português (brasil)

Login

Edit My Profile

Sign Out

My Account

Skills

Location

School

Company

Name

Search By

Contact Us

Terms of Use

Blog

Accessibility

Privacy Policy

Fraud Awareness

Cookie Policy

About Us

Sitemap

Do Not Sell or Share My Personal Information

All Regions

Bold.pro

Facebook

Instagram

Youtube

Pinterest

What is a Bold Profile?

Job Title

How to Search by

For Employers

Photo

Contact

Professional Summary

Overview

Work History

Education

Certifications

Languages

Timeline

Tell them why you're reaching out:

I am contacting you because * :

I am contacting you to:

Edit basic information displayed on your Profile

Contact Info

Don't wait! With a free professional profile on Bold.pro you can:

Check your email for submission confirmation and future notifications.

The person you’re trying to reach has disabled the Contact Request option

Contact request cannot be submitted

Success!

Your request is on the way!

Cast a wider net to find even more talent for your team. Start by exploring these profiles.

Cast a wider net to find even more talent for your team. Explore more profiles to find your next great hire.

Cast a wider net and connect with like-minded professionals. Start by exploring these profiles.

Cast a wider net and connect with like-minded professionals. Explore more profiles to grow your network.

You might have mistyped the address or the page has moved.

If you got there from another site, we'd appreciate if you

The Bold Profile you're looking for is no longer available.

We've integrated with our largest Resume Building website, MyPerfectResume, to help you build a professional Bold Profile. Once finished, your Profile will appear on Bold.pro.

You will be redirected from Bold.pro to MyPerfectResume

Associate Principal Engineer

Use our expert recommendations below to get started.

Tell us about your accomplishments

Add anything else you want to know.

Additional information

What are your affiliations?

Select time slots on the calendar below

When are you available to work?

Fill out this section or it will be deleted

This section can't be empty

What skills would you like to highlight?

Showcase your certifications.

What certifications do you have?

Tell us about your {sectionName}

What interests do you have?

What languages do you know?

Focus on your years of experience or amount of courses you have completed.

Showcase your career overview

Highlight your full skillset on your Bold Profile

Show your skills

What software skills do you have?

Briefly tell us about your background

Share your contact information with {name}

See my work availability

Availability

Available

University Overview

Job overview

Hi, I’m

Not Available

If you plan to reach out about a job, feel free to let me know so I don't miss your message.

Bold Profiles Footer Logo

Bold Profiles

By filling out this form, you consent to being contacted and agree to our

Desired Job Title

Work Preference

WORK PREFERENCE

Job Search Status

Location Preference

Important To Me

Work Location

Work Type

Performance-driven Fiduciary Investment Advisor and Certified Estate Planner (CEP) with a proven track record of bridging the gap between comprehensive estate planning and active wealth management. Expert in conducting high-touch, in-home consultations to review revocable living trusts and implement holistic financial roadmaps that protect family legacies. A high-impact producer who generated over $1.2M in annuity sales within a six-month period while concurrently growing and managing client assets under an AUM model. Committed to the fiduciary standard, I excel at translating complex financial concepts into actionable strategies that drive client retention and significant portfolio growth.

At Ozguven Dokum, I spearheaded financial and operational enhancements, notably streamlining reporting processes and negotiating contracts to cut costs significantly. My expertise in budget forecasting and fostering customer satisfaction, coupled with a knack for strategic planning and cross-functional collaboration, drove substantial company growth and efficiency improvements.

Dynamic Investment Advisor with a proven track record at CIBC Wood Gundy, excelling in financial analysis and client relationship management. Expert in crafting tailored investment strategies and comprehensive financial plans, consistently exceeding client expectations. Recognized for delivering impactful presentations and fostering strong client connections, driving successful outcomes in personal finance.

Dynamic Investment Advisor with a proven track record at Equentis Wealth Advisory Services Ltd., specializing in financial analysis and client relationship management. Expert in identifying mispriced opportunities and delivering strategic insights, I enhance portfolio performance through data-driven recommendations and effective communication, ensuring client satisfaction and long-term success.

Aiko Yamamoto

Work History

Investment Advisor

Financial Analyst

Banking

Education

Bachelor of Science - Economics

Master of Business Administration - Finance

Skills

Certification

Languages

Timeline

University of California, Berkeley

Harvard University

Investment Advisor

Financial Analyst

Banking

Similar Profiles

ALEV SHARMAALEV SHARMA

Ulker DemirciUlker Demirci

NICHOLAS SIRIZZOTTI, CIM®NICHOLAS SIRIZZOTTI, CIM®

Lakshya JainLakshya Jain