A competitive market requires strategic solutions. I have recently rounded out my skill set with a valuable stint in government. (Department of Treasury and Finance) This experience will enhance my strategic and relationship skills from now on. My strong work ethic and commitment to my clients has resulted in great working partnerships. I combine my product and technical knowledge with a genuine interest in seeing my clients succeed to deliver great outcomes. I’m always looking for ways to support my clients with ongoing service, technical and strategy support. With a career spanning over 35 years in the Finance industry, my clients can depend on me to provide the support they need to meet their short and long-term goals.At work, I am valued for my humble approach. I’m a team player who always puts the well-being of my stakeholders first. Skills snapshot – Research Analyst, Business development, relationship management, problem-solving, client communication, technical and sales strategies
Listed skills include Wealth Management, Financial Services, Wealth, Insurance, and 38 others.