GORDON GATT JNR
Santa Cruz
Summary
Dynamic Senior Wealth Manager at Sheppard Securities Limited with a proven track record in developing tailored financial plans and fostering strong client relationships. Expertise in investment advising and stock market strategies, combined with exceptional team-building skills, drives client satisfaction and loyalty. Passionate about empowering clients to achieve their financial goals.
Overview
20
20
years of professional experience
Work History
Senior Wealth Manager
Sheppard Securities Limited
PORT OF SPAIN
04.2013 - Current
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
Wealth Management Advisor
Beacon Asset Management Limited
PORT OF SPAIN
03.2008 - 03.2013
- Built and maintained productive, loyal relationships with High Net Worth and prospective clients through intelligent wealth management and careful oversight of all transactions.
Wealth Management Advisor
Guardian Asset Management Limited
Westmoorings
04.2005 - 03.2008
- Built and maintained productive, loyal relationships with High Net Worth and prospective clients through intelligent wealth management and careful oversight of all transactions.
Education
Insurance Salesmen And Agents Registration Examinations - General Insurance Business
Trinidad And Tobago Insurance Institute
Stanmore Avenue, Port Of Spain 04.2012
BBA - Management Development Programme
The University of West Indies
St. Augustine, Trinidad And Tobago06.2002
Insurance Salesmen And Agents Registration Examinations - Ordinary Long Term Insurance
Trinidad And Tobago Insurance Institute
Stanmore Avenue, Port Of Spain 02.2002
Skills
- Developing financial plans
- Planning for retirement
- Making insurance decisions
- Advising on investments
- Stock market expertise
- Managing wealth
- Understanding mutual funds
- Working collaboratively
- Team building
- Microsoft Office
Timeline
Senior Wealth Manager
Sheppard Securities Limited
04.2013 - Current
Wealth Management Advisor
Beacon Asset Management Limited
03.2008 - 03.2013
Wealth Management Advisor
Guardian Asset Management Limited
04.2005 - 03.2008
Insurance Salesmen And Agents Registration Examinations - General Insurance Business
Trinidad And Tobago Insurance Institute
BBA - Management Development Programme
The University of West Indies
Insurance Salesmen And Agents Registration Examinations - Ordinary Long Term Insurance
Trinidad And Tobago Insurance Institute
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