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Credentials

  • CISI Level 3 Certificate in Global Financial Compliance
    Charted Institute of Securities and Investments
  • Investment Operations Certificate
    Chartered Institute for Securities & Investment

Experience

  • W1 Investment Group
    • Zurich, Switzerland
    • Director of Business Operations and Compliance
      • Apr 2015 - Present
      • Zurich, Switzerland
    • Paraplanner
      • Apr 2013 - Apr 2015
      • Doha, Qatar

      Paraplanner and Office Manager.Dual role offered a wide range of responsibilities and opportunity to multitask as job required direct communication with company CEO whilst working under a senior financial consultant as a paraplanner. Day to day activity included but not limited to: client bank ma...

  • Educate Qatar
    • Doha, Qatar
    • ESL Department / Teaching
      • Aug 2011 - Feb 2013
      • Doha, Qatar

      Responsible for creating and heading curriculum at newly opened learning center in Doha, Qatar. This included reviewing and mentoring teachers in the ESL department and implementing various curriculums ranging from business English, exam preparation, and conversation courses. Tasked with the spec...

Education

  • 2007 - 2010
    University of Wisconsin-Madison

Suggested Services

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Industry Focus. “Investment Management”

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