
Peter Carr-Rollitt
I have worked in the financial services profession since 2011. My unique approach centres largely on client education... | Morris James, Mansilla General 2695, Argentina
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Peter Carr-Rollitt’s Emails p.****@mo****.com
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Peter Carr-Rollitt’s Location Morris James, Mansilla General 2695, Argentina
Peter Carr-Rollitt’s Expertise I have worked in the financial services profession since 2011. My unique approach centres largely on client education and interaction. This approach allows clients to be part of the team rather than bystanders. I utilize my experience to develop strategies that focus on preserving assets from market volatility, customizing portfolios to match the individual goals and constraints, and assisting clients with life’s many unknown outcomes as they arise. Working in the financial planning industry has given me a great fulfilment both professionally and personally and working with clients and helping them achieve their personal goals is something I love to do. You’re only a few steps away from having a personal financial advisor, and I would like to have you as a client. Please, don’t hesitate in contacting me, you’ll realize I deserve your trust. - He trabajado en la profesión de los servicios financieros desde 2011. Mi enfoque se centra en gran medida en la educación e interacción con el cliente. Este enfoque permite a los clientes a ser parte del equipo en lugar de ser observadores. Utilizo mi experiencia para desarrollar estrategias que se centran en la preservación de los activos de la volatilidad del mercado, la personalización de las carteras para que coincida con los objetivos y las limitaciones individuales, y asistir a los clientes con lo desconocido que pueda surgir en la vida. Trabajar en la industria de la planificación financiera me ha dado una gran satisfacción tanto profesional como personal y trabajar con los clientes y ayudarlos a alcanzar sus metas personales es algo que me encanta hacer. Sólo estás a unos pasos de distancia de tener un asesor financiero personal, y me gustaría tenerte como cliente. Por favor, no dudes en ponerte en contacto conmigo, te darás cuenta de que me merezco tu confianza.
Peter Carr-Rollitt’s Current Industry Morris James
Peter
Carr-Rollitt’s Prior Industry
Morris James
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El Eden De Florida
|
Hsbc Bank
|
Grupo Loyalty
|
Fidato
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Work Experience

Morris James
Wealth Manager
Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time) — Present
Fidato
Financial Consultant
Thu Jan 01 2015 00:00:00 GMT+0000 (Coordinated Universal Time) — Thu Feb 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Grupo Loyalty
Financial Planner
Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time) — Mon Jan 01 2018 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc Bank
Accounts Officer
Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Mar 01 2013 00:00:00 GMT+0000 (Coordinated Universal Time)
Hsbc Bank
Premier Assistant
Thu Sep 01 2011 00:00:00 GMT+0000 (Coordinated Universal Time) — Wed Feb 01 2012 00:00:00 GMT+0000 (Coordinated Universal Time)
El Eden De Florida
Empleado
Sun Feb 01 2009 00:00:00 GMT+0000 (Coordinated Universal Time) — Fri Oct 01 2010 00:00:00 GMT+0000 (Coordinated Universal Time)
Morris James
Wealth Manager
— Present