Tell us about how you contribute to the success of Carrick Wealth as an organisation.

I have always been a part of high energy successful teams. Here at Carrick, I always look to make sure the team is in high spirits in order for us to provide the highest service delivery to our clients. Maintaining and holding ourselves accountable to the highest standard is something engraved in us here at Carrick as we strive to grow, protect and preserve our clients wealth.

What is the best part about your job?

The best part of my job is getting to meet different people on a daily basis and going through what life was like before, what life is like right now and then coming together in starting to shape and form what it is going to be. Getting to know my clients ambitions and aspirations and seeing those come to fruition is really a rewarding experience. “A full circle” type of moment.

Tell us about your personal and professional growth while working at Carrick.

I have learnt and developed a lot during my time at Carrick. The ability to be nimble and aware of the ever changing financial environment we live in everyday is a skill that I have honed and developed into becoming a global minded citizen. While working at Carrick I started in a junior position as a Business Development Specialist. Over the years I worked my way up into the role of a Private Wealth Manager

What is a typical day at work like for you?

A typical day involves me having an early catch up on international market trends of the day. This then directly goes into meeting with prospective clients through the morning and the afternoon as we map their financial futures together. Servicing is a large part of my job that I ensure is administered at a very high level therefore meeting with my clients in order to give them a holistic overview is something I add to my calendar for the day.