Chief Investment Officer
VeraBank is a financial service company providing a services in banking technology.
A seasoned and effective Wealth Advisor with experience across investment management, financial planning, insurance, banking, estate and wealth transfer planning, charitable giving, relationship management, and business development. Core competencies include: 1. Communication skills - effectively work with and advise private clients, prospects, and investment committees through written and verbal communications. 2. Professionalism - acting with a high degree of integrity, persistence, and thoughtfulness to help our clients achieve their goals. 3. Technical expertise - strong understanding of financial markets, firm capabilities, portfolio construction, asset classes, and financial services industry. 4. Relationship management - deliver a unique client experience through active listening, follow through, and strong work ethic. 5. Business Development - Work with partners, centers of influence, and existing clients to identify new opportunities and drive new business growth.
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