Accomplished Training Consultant and experienced Private Wealth Banker with a nine-year proven track record of designing and delivering impactful training programs as well as providing exceptional financial planning and advisory services.
Highly skilled in analyzing training needs, developing comprehensive curricula, and facilitating engaging learning experiences to enhance employee performance and drive organizational growth. Demonstrated expertise in creating innovative training methodologies, building and managing client portfolios, and delivering personalized investment recommendations.
Committed to fostering a culture of continuous learning and development within organizations, ensuring compliance with industry regulations and optimizing client satisfaction.