To
From
Associate, Secure Retirement Institute
Core
LOMA
Certified Financial Technician
The International Federation of Technical Analysts Inc.
Certified Data Science Practitioner
CertNexus
Certified Chartered Wealth Manager
Advanced
American Academy of Financial Management
Master of Financial Technical Analysis
Certified Estate and Trust Specialist
Specialty
Institute of Business & Finance
Certified Annuity Specialist
Certified Corporate Trust Specialist
American Bankers Association
Oracle Hyperion Financial Management 11 Essentials
Product/Equipment
Oracle Corporation