Since 2003, a specialist in the design and distribution of international investment solutions which provide specific tax outcomes in multiple jurisdictions. Currently working with QB Partners, the fully independent technical support business, as Head of Insurance Services. In total, nearly 30 years of accrued specialist technical knowledge, helping to assist advisers and providers deliver better solutions for internationally mobile clients. A proven background of innovation and a genuine conduit between sales and proposition development. Happy to push new boundaries, helping to drive successful outcomes through technical expertise and valued business relationship skills.
Listed skills include Financial Services, Wealth Management, Financial Planning, Relationship Management, and 24 others.