I am a member of the paraplanning team and ‘the middle office’ is probably the best way to describe where we sit. I prepare investment reports and client reviews, sit-in on client meetings and provide other technical assistance.
My interests are wide and varied. I’m an “omnivorous” reader, sing bass in a chamber choir, play the organ and piano. More recently I’ve picked up the violin again and have re-started lessons. I hope to improve quickly!