• Sixteen years of experience in advisory services with broad knowledge of financial products and their suitability to different client profiles • Demonstrated ability to provide actionable recommendations that have resulted in positive client experiences which generate new business • Strong ...more

• Sixteen years of experience in advisory services with broad knowledge of financial products and their suitability to different client profiles • Demonstrated ability to provide actionable recommendations that have resulted in positive client experiences which generate new business • Strong presentation skills with extensive knowledge of financial markets and economicsless