Tell us about how you contribute to the success of Carrick Global as an organisation.
I utilise my experience in the investment world to enhance the investment process for my clients and ensure that we are accessing the best of breed opportunities across all asset classes.
What is the best part about your job?
Working with people to achieve their financial goals and empowering them to make decisions that will benefit themselves and their families. I enjoy building relationships and have a strong interest in the financial markets. I view a career in private wealth as a great way of combining these passions.
Tell us about your personal and professional growth while working at Carrick.
While working at Carrick, I aim to further develop my private wealth management knowledge and how we can access investment opportunities that will best suit our client’s needs.
What is a typical day at work like for you?
My focus day-to-day is on checking financial market developments and keeping abreast of any important daily news. Sourcing new potential leads, developing existing relationships, speaking to contacts in my network as well as servicing client queries are all aspects of the daily working day.