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Member since August, 2013
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I am experienced in dealing with large amounts of complex data transactions and research, having formerly worked as a Paraplanner (Technical Research) for a number of Personal Financial Planners and Financial Advisers. I have a depth of experience in dealing with large amounts of financial data and pride myself on having a high attention to detail. I also have extensive customer/client facing experience on a face to face/telephone, and consider myself to have an exceptional telephone manner.
$12 USD/hr
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BA Business Decision Analysis

1999 - 2003 (4 years)


CertCII (Life & Pensions) (2011)

The Chartered Insurance Institute

DIpPFS (2013)

The Chartered Insurance Institute



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