Experience
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Client Relationship Manager - Associate Director at Corient at Corient
Jun 2026 - Present · 2 mos
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Stonehage Fleming (7 yrs 11 mos)
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Associate Director - Wealth Planning
Jun 2024 - Jun 2026 · 2 yrs 1 mo
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Senior Wealth Planning Adviser
Jul 2021 - Jun 2024 · 3 yrs
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Financial Planner
Aug 2018 - Jul 2021 · 3 yrs
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Financial Planner at Wingate Financial Planning
Jul 2015 - Aug 2018 · 3 yrs 2 mos
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Assistant Private Banker at Societe Generale Private Banking - SGPB
May 2005 - Jul 2015 · 10 yrs 3 mos