Leo-Grayson Richmond
Property Consultant @Aspire To Move
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WORK HISTORY
Property Consultant @Aspire To Move
Bath, GB
EDUCATION
The Chartered Banker Institute
Cert, CBI - Professional Banker Certificate
ABOUT LEO-GRAYSON RICHMOND
Consistent and dedicated top-performing Financial Investment Executive with appreciable experience devising investment strategies and developing financial plans for businesses and individuals. Extensive background in financial planning, investment analysis and business development. Proven record of evaluating business and investment opportunities, quickly understanding companies and their markets and making sound and profitable investment decisions. Expert in the identification and implementation of financial management strategies to capture cost improvement opportunities while impacting bottom line profits. Adept at preparing data for high-net-worth individuals with regard to asset allocation and wealth management services, and presenting both oral and written reports on general economic trends, individual corporations, and industries. A history of leadership with expertise managing and mentoring junior financial planners in the wealth planning process to support sales and customer service.
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