Tell us about how you contribute to the success of Carrick Wealth as an organisation.
I am very goal orientated, both in the long and short term. I know that the team I have at Carrick will assist and support me in reaching all these goals. In turn I can bring the best professional value to all clients, both present and future.
What is the best part about your job?
The best part of my job consists of learning each day how to constantly add more value for my clients and doing so beyond their expectations. I also enjoy assisting my colleagues when possible or when nee
Tell us about how you contribute to the success of Carrick Wealth as an organisation.
At Carrick we are stewards of our clients’ wealth and architects for their future investment aspirations. Having started my career in investment banking and portfolio management I contribute and add to the Carrick ‘DNA’ by leveraging these skills to ensure the efficient and successful outcome for our client’s investing ambitions whilst imparting knowledge garnered across the international wealth management landscape.
What is the best part about your job?
The best part of my job is building trusted relationships with clients based on applying investment strategies and solutions centered around their unique personal and professional circumstances and guiding them through the investment journey to attaining their desired outcomes.
Tell us about your personal and professional growth while working at Carrick.
Carrick has allowed me the platform and the opportunity to execute on skills garnered across the width of the wealth management landscape and focused it to best serve our clients, their accumulated prosperity and most importantly, their family’s future abundance.
What is a typical day at work like for you?
My day starts off with a roundup of overnight global market updates and keeping abreast of any macro-economic changes affecting client portfolios. The majority of my day is spent in consultation with clients structuring and caretaking bespoke investment solutions.