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Ex banker building financial models and investor decks
Competenze

Consulta i miei servizi


Financial Advisor
Scotiabank • Full time
Jan 2017 - Dec 2020 • 3 yrs 11 mos
IFIC Certified and Certified Retirement Planning Advisor managing a $1M+ High-Net-Worth portfolio with 100%+ YoY growth. Awarded 'Best of the Best' in 2017.