Tell us about how you contribute to the success of Carrick Wealth as an organisation.
As a private wealth manager, my role is to help individual investors seek the benefits as well as navigate the complexities of financial markets. I am a part of a very charismatic team with the sole aim of success and growth for our clients.
What is the best part about your job?
The thing I like the most about my job is the ability to connect with different individuals from within a diverse industry as well as providing solutions that will ultimately improve their lives.
Tell us about your personal and professional growth while working at Carrick.
Being new at Carrick, I’m looking forward to learning and growing.
What is a typical day at work like for you?
I start my day a bit early. I start with 20 minutes of meditation and a cup of coffee; after that I like to catch up with the current financial news. This is followed by a team meeting and the rest of the day is spent engaging with my current clients and also prospecting for new ones.