Financial Planning and Analysis

• Engage with clients to understand their financial goals, aspirations, and concerns.
• Develop comprehensive financial plans that include investments, insurance, and retirement.
• Recommend and implement insurance strategies to protect clients' assets and income.
• Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
• Build and maintain a network of clients through referrals, community involvement, and professional associations.

Financial Group

Senior Financial Analyst

Tax Manager – Financial Services, Captive Insurance Consultant

Senior Financial Analyst

FP&A Manager

Senior Lead Credit Risk and Approval Officer – Corporate and Investment Banking Risk