Expertise
- Wealth Management
- investment planning
- Inheritance Tax Planning
- family protection
- Investment
- Pensions
Summary
Personal financial advisors assess the financial needs of individuals and help them with decisions on investments (such as stocks and bonds), tax laws, and insurance. Advisors help clients plan for short- and long-term goals, such as budgeting for education expenses and saving for retirement through investments.
Experience
-
Acuma
Associate Wealth Consultant
101 - 500 Employees 2023 - CurrentOffering financial advice to high net-worth clients conducting financial planning, investment management, and tax services.
-
A.K. Capital Limited
Manager - Investment Banking
101 - 500 Employees 2021 - 2022Responsible for analysing the financial data, assessment of transactions and financial activities to raise capital through debt.Responsible for analysing the financial data, assessment of transactions and financial activities to raise capital through debt.
Skills: Fundraising · Business Planning · Corporate Finance · Finance · Strategic Planning · Investment Banking · Syndications · Capital Markets · Analytical Skills
Education History
-
MBA
SIMSREE
2018 - 2022
