Global Managing Director

• Jan 2019 - Present

Director Client Care, Sales and Marketing

• Sep 2018 - Present

Chief Operations Officer

• Feb 2018 - Present

Private Client Director

• Jun 2013 - Feb 2018

Identifies and qualifies potential clients in designated territory and set meetings to discuss investment goalsProfiles and understands prospective clients investment portfolios , identifies gaps in their strategies and effectively position Fisher Investments as a solution.Oversee all aspects of sales cycle including information gathering from losing providers to working internally with Financial Planning and Portfolio Evaluation groups to produce written recommendations.Keep updated on investment products and regulatory changes.

Associate Private Client Director

• Dec 2012 - Jun 2013

Account Executive

• Sep 2008 - Dec 2012

Identifies and qualifies potential clients in designated territory and set meetings to discuss investment goalsProduced training course to help graduates understand investment products and asset classes.

Broker

• Apr 2003 - Apr 2008

Broker consultant

• 2000 - 2003

My role involved the distributionof AXA's Protection and Wealth Management products and services to Independent Financial Advisors, working where appropriate with field based consultants. Develop, agree and implement a personal business plan for designated accounts, consistent with area objectives, in order to deliver agreed targets. Develop product sales through collaborative working with key internal Distribution Channel stakeholders Monitor customer satisfaction, analyse results and ensure that conclusions are fed back into the account planning and management process Apply knowledge of the IFA marketplace and commercial acumen to create viable but innovative solutions for the IFA and assist them to grow their business . Identify and build relationships with key Registered Individuals within designated IFAs to ensure that relevant information/comments are fed back into the account planning and management process