Experience

Brite Advisors USA, Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Investment Advisor

  • Jan 2019 - Present

  Greater New York City Area Brite Advisors USA, Inc. is a Registered Investment Advisor with the U.S. Securities Exchange Commission. Servicing the expatriate community in the United States and abroad, Brite Advisors USA Inc. provides financial services that seeks to meet the global needs of our international client base.

• Senior Investment Advisor

  • Jan 2015 - Dec 2018

  Greater New York City Area Formerly known as deVere USA, Inc.



deVere Group

• United Arab Emirates
• Financial Services
• 700 & Above Employee

• Senior Investment Advisor

  • Oct 2010 - Jan 2015

  Malta & Spain EU During my time in Europe I had an extensive client bank and looked after $30 Million under my personal assets under management. Specialties: - Pension Planning - QROPS - QNUPS - SIPPS - Wealth Management - Protection Advice - Life Assurance - Inheritance Tax Planning (IHT) - Education Fee Planning

• Client Retention

  • May 2009 - Sep 2010

  London, United Kingdom Responsible for assisting clients in managing contributions to their existing savings/ investment plans. Providing detailed information regarding balances, transactions, and redemptions. Assist clients and branch office advisors with brokerage related inquiries including cost basis, statement analysis and technology support.