Asset Manager / Advisor / Financial Planner
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I am a motivated individual with a passion for finance and its long term use in the investment and retirement World. As a beginner to the industry I have a lot to learn but at the same time a lot to contribute due to my time at an international Investment firm catering only to high net worth individuals. I am a negotiator and closer with the client in mind.
Previous to Finance & Asset Management I was a Captain in the Airline Industry. A captain manages a group of people and aircraft on a continuous level. Standards are high and mistakes are mitigated so attention to detail are a must. A high level of technical info exists and this needs to be managed. This I bring to the Investment World.
Most recent experience was with an international investment firm catering to Offshore investments and structuring. Tax is a big part of ones erosion of Wealth so utilizing Offshore opportunities to mitigate and streamline a portfolio is what I can do.
CISI Level 3; International Wealth and Investment UK
