PROFESSIONAL PROFILE
I am a Financial Advisor in the Wealth Management division of Merrill Lynch.
With a background in management consulting, I have a collaborative approach to helping my clients manage their wealth. I work with individuals, senior-level executives, business owners, corporations, governments, nonprofit organizations, endowments and estates.
I help these individuals and organizations match their goals and objectives to Merrill Lynch's wide range of products, services and intellectual capital.
Your wealth is your life and future, and managing it is a very important task. I take this task very seriously. That is why I believe in building solid relationships with my clients, and understanding their goals and level of risk tolerance. I do this by taking them through a step-by-step process of establishing their financial goals, setting a strategy to achieve their goals and implementing that strategy while ensuring diversification and growth of their assets.
I graduated from the University of Kent at Canterbury in the UK where I received my Bachelor of Arts with Honours in Development Studies in Economics. I also attended Dauphine University in Paris to study Applied Economics & Finance. I am fluent in French and I have traveled extensively throughout Europe.