Qualifications

  • Diploma in Electronics Engineering (Fr. Agnel Polytechnic. Mumbai).
  • Masters in Business Administration - Finance (University of Wollongong, Dubai).
  • CII - Award in Financial Planning (Chartered Insurance Institute, U.K.),
  • CISI Level 3 - International Certificate in Wealth & Investment Management. (Chartered Institute for Securities & Investment, U.K.).
  • CISI Level 3 - Risk in Financial Services (Chartered Institute for Securities & Investment, U.K.).

Time in industry

  • 26 years work experience with 13 years in Financial Services and 2 years in business / project finance, all in Dubai.

Key skill sets relating to what we do

  • Business management skills including sales, marketing, operations and finance.
  • Over 20 years of sales and client relationship management experience, managing distribution networks and vendor relationships.

Key Roles performed

  • Founder of Wealthbullet Commercial Brokers LLC.
  • Building a customer focused business model for Wealthbullet.
  • Meeting the expectations of funding channel and investment providers
  • Sourcing the right projects for funders and investors.
  • Managing overall relationships with introducers and other intermediaries.
  • Managing client expectations and ensuring overall effectiveness of fund raises.

Achievements in finance industry

  • Managed millions in client monies across various types of investments.
  • Owned business consultancy company helping clients protect their business and leave a proper legacy for their family through effective business protection and legacy planning.
  • Built an extensive financial network that helped setup Wealthbullet with the right teams in place, and to work with clients that we believe our investors can support and fund.
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