Simon O'Callaghan, Cfa Email & Phone Number

For over a decade I have been devoted to providing relevant wealth creation and protection strategies to a High Net Worth and Family Office client base. Utilising my financial modelling and strong presentation skills, I have achieved the ultimate goals of ensuring clients' understanding of sophisticated financial instruments and the delivery of solutions that are relevant and timely. My position requires utmost professionalism when dealing with all stakeholders, from Banking relationships to our esteemed client base, trust is hard earned and I focus each day on retaining such. With an ever changing potential client base, I have also spent the last 10 years refining my Business Development and Sales Skills all of which has culminated in consistently beating annual revenue targets.

Listed skills include Financial Analysis, Financial Modeling, Investments, Risk Management, and 13 others.