Profile Verification Status
Rate This Profile
Peformance
65.2%
5% since last month
Peformance
65.2%
5% since last month
Highly motivated and results-oriented financial services professional with 15+ years of experience in building and managing strong client relationships and exceeding financial performance targets. Proven expertise in financial analysis, risk assessment, and client relationship management within the wealth management sector. Possessing a strong foundation in ESG investing through the CFA Institute's Certificate in ESG Investing,