I am an experienced financial analyst and business consultant with a diverse background in proprietary trading, insurance, and corporate finance. With over five years of experience trading market and certifications in fund management for international trading firms, I bring a keen understanding of global markets and currency strategies. My expertise extends to life insurance advisory, financial forecasting, and analyzing stock market indices, particularly within the Thai SET index.
I offer a variety of services, including:
• Financial analysis and reporting
• Business consulting and strategy
• Comprehensive insurance solutions
• Stock market analysis
• Cash flow statement creation
• Currency exchange operations consulting
Whether you're a small business owner, investor, or need executive virtual assistant services, my goal is to help you achieve financial clarity and success through customized solution.
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Experience
Financial Advisor
Jul, 2024 - Present
•
5 months, 29 days
Fraser Fontaine & Kong Insurance Brokers
Jul, 2024 - Present
•
5 months, 29 days
My role involves helping individuals and businesses secure the right coverage to protect their assets and mitigate financial risks. I specialize in offering tailored insurance solutions that meet the unique needs of each client, ensuring that they are adequately covered in the event of an unforeseen incident. My primary focus is on understanding my clients' financial situations, assessing their needs, and recommending appropriate insurance policies that offer comprehensive protection.
Kingston, Jamaica
Jul, 2024 - Present
•
5 months, 29 days
Funds manager
Oct, 2021 - Jun, 2023
•
1 year, 7 months
My Forex Funds MFF
Oct, 2021 - Jun, 2023
•
1 year, 7 months
I successfully managed high-value portfolios for two international proprietary trading firms based in the US and Canada. I was responsible for developing and executing comprehensive investment strategies tailored to meet each client’s risk appetite, financial goals, and market conditions. My role required continuous market surveillance, data-driven analysis, and swift decision-making to capitalize on currency fluctuations and geopolitical events impacting the global financial landscape.
Oct, 2021 - Jun, 2023
•
1 year, 7 months
Education
Bachelor of Science in Logistics and Supply Chain Management
2019 - 2023
•
4 years
Jamaica
2019 - 2023
•
4 years
Qualifications
Financial Services Certified Professional (FSCP)
2024
Financial Services Commission (FSC)
My Financial Adviser certification from (FSC) signifies my expertise in providing financial advice and guidance to clients. This certification ensures that I have a thorough understanding of financial products, investment strategies, and regulatory requirements. It demonstrates my commitment to ethical practices and my ability to assess clients' financial needs. With this certification, I am equipped to offer informed and trustworthy financial advice to individuals and businesses.
2024
Certified Prop Firm Funds Manager
2021
My Forex Funds (MFF)
My proprietary trading firm's fund manager certification reflects my qualifications in managing trading accounts for firms based in the US and Canada. This certification demonstrates my expertise in overseeing and managing client funds, ensuring effective risk management, and implementing trading strategies to optimize returns. This background supports my ability to trade responsibly, analyze markets, and make informed decisions on behalf of the proprietary firms I work with.
2021
Verifications
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