
|
|
Prior to joining Blackmont, I worked with Fred Banwell at Berkshire Securities for 13 years. Previous to this I was with the Royal Bank for 23 years as Assistant Manager of Visa Security, Assistant Manager of Visa Systems, Manager of Customer Service at the branch level, and Manager of Personal Banking at the branch level. I have taken the Canadian Securities Course (CSC) and Conduct and Practice Handbook (CPH) and obtained my certification as an Investment Representative. This certification is valuable for clients who wish to conduct transactions when Fred is not available. My role is also to schedule regular client review meetings, and be available to help clients with whatever details that need attention. I am married and have a teenage daughter. |