Experience

Quantfury

• Bahamas
• Financial Services
• 1 - 100 Employee

• Trading Platform Product Specialist

  • Jul 2021 - Present

  Having conversations with customers and conducting detailed financial reviews, offering products and services that meet their needs and help them succeed financially Contacting customers by phone to follow up to ensure customer satisfaction, build relationships and address any additional financial needs based on the customers’ financial priorities Working with your manager to increase your effectiveness in serving customers and meeting their financial needs through feedback and coaching Having conversations with customers and conducting detailed financial reviews, offering products and services that meet their needs and help them succeed financially Contacting customers by phone to follow up to ensure customer satisfaction, build relationships and address any additional financial needs based on the customers’ financial priorities Working with your manager to increase your effectiveness in serving customers and meeting their financial needs through feedback and coaching



Commonwealth Bank Ltd. (Bahamas)

• Bahamas
• Banking
• 100 - 200 Employee

• Special Credit Officee (Mortgage)

  • Mar 2019 - Present



Swiss America Securities, Ltd

• Bahamas

• Senior Client Relations Associate

  • Aug 2017 - Mar 2019



Scotiabank

• Canada
• Banking
• 700 & Above Employee

• Personal Banking Officer

  • May 2017 - Mar 2019