Job Seeker Details

Professional Attributes:
  • Fun
  • Team player
  • Teacher
  • Great people person
  • Well presented
  • Problem solver
  • Technically proficient
  • Winning attitude
Core Competencies:
  • Investment analysis
  • Financial and Investment planning
  • Microsoft office suite
  • Morningstar
  • Investment writing
  • External sales
  • Management of team members
  • Data Analytics
  • Board presentations
  • Presenter for functions
  • Blog management
  • Direct sales strategies
Industry Experience:
Banking & Financial Services

8 Years Experience

Financial Planning