I have been a tremendously successful financial/Investment advisor in the United States. I'm thankful and enjoyed the opportunities that I got to experience in my 14 years as an advisor. I have always been client facing and predominate experience in a bank. I enjoy the bank channel the most as it gives me an opportunity to work with a team of people. I've reached some of the highest levels as an advisor in the banks, my only reason for leaving is due to my relocation to the UK. I have obtained the level 4 DipFA qualification through my own studies and am currently working on my level 6 DipFA.
Diploma for financial advisor, Level 4 DipFA 4. Financial services including creating financial plans, estate planning, income planning. and retirement planning. Working currently on Level 6 DipFA
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Momentum Independent Network - Independent Financial Advisor. Private portfolio, advise clients on Investments, financial planning, tax and estate planning.
PNC Investments - Investment Financial Advisor - Bank retail network: sourced leads and created book of business. Ranked as one of the top advisors in the bank. Achieved 'million dollar producer' level. Worked with a variety of investments: structured products, annuities, insurance, actively managed accounts. Designed personal portfolios for clients to understand their goals, objectives, risk tolerance and situation
I enjoy cooking and caring for animals. I am a patron of many animal charities. I try to help and advocate for animals where I can. I have been part of the World Wildlife Fund for 12 years. I also try to contribute towards vegan culinary. I am also a cook myself and have attended and finished several culinary programs including the Le Cordon Bleu in London.
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