Former Investment Advisor- Financial Industry
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Have lived in Squamish for over 25 years
Hobbies: skiing and mountain biking, the gym have reliable transportation competent, work independently, professional , reliable, team player , manage meetings listen, ask questions when unfamiliar with a topic. Support my co-workers very comfortable communicating with clients, in person,, on phone or thru correspondence
Broad based knowledge and experience in Wealth Management in the financial industry co managed a large book of business designed individual portfolios, conducted client meetings, advised on a variety of financial products, and the suitability of them for the individual investor,
CRM- contact management system
CROESUS - portfolio management
ADP and ISM - daily transactions and bookkeeping details
Strong selling skills, ability to close the deal can read a market well
IIROC RR Licensed- CSC/Handbook and conducts/ Options/Mutual Funds
