Brian Lavy Email & Phone Number

I am a trilingual professional with a Bachelor's Degree in Finance and Entrepreneurship. Extremely passionate about team building and sales, that’s what drove me into managing portfolios and analysing equities. Proven abilities in establishing relationships with clients, managing distinct risk profiles, client acquisitions, and performing tactical asset allocations. Developed skills in Financial Structured product sales and Investment advisory. I take pride in my interpersonal skills, critical thinking, as well as handling end-to-end negotiations.

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  Saint Joseph'S University

  Entrepreneurship/ Finance