Senior Associate Wealth Planner at Holborn Assets LLC@ Holborn Assets
Bangkok, Krung Thep, Thailand
Francois Roodt
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The Chartered Institute for Securities & Investment (The CISI)
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Tell me more about Francois Roodt?
FlashIntel GPTFrancois Roodt is an experienced Associate Wealth Planner with 6.6 years of work experience in the financial services industry. Based in Thailand, he specializes in providing clients with monthly savings, wealth creation, wealth protection, portfolio construction, tax mitigation, and estate planning. Francois has worked at Holborn Assets LLC in Dubai as an Associate Wealth Planner and Client Service Executive, as well as at Broadgate Securities - Part of deVere Group as a Financial Planning Coordinator. He is skilled in providing peace of mind for beneficiaries and has a strong background in financial services.
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About
Experienced Associate Wealth Planner with a demonstrated history of working in the financial services industry. Assisting clients with monthly savings, wealth creation, Wealth protection, portfolio construction, tax mitigation and estate planning to provide peace of mind for beneficiaries.
Work Experience
Senior Associate Wealth Planner at Holborn Assets LLC
Client Service Executive
Financial Services
Francois Roodt's Professional Milestones
- Financial Planning COOrdinator (2017-03-01~2019-03-01): Revamped the information infrastructure, enhancing efficiency and accuracy in financial planning for the organization.
- Client Service Executive (2019-04-01~): Transforming client experiences through exceptional service and driving client satisfaction.
Education
Wealth Management
2020-2021Certification
Colleagues
Richard Broderick
General Manager - Holborn Employee Benefits
Valmori Nolasco, Jr. ✔
team lead manager at holborn assets llc with expertise in lead generation | founder enkl | digital marketing | entrepreneur #motivation #positivemindset #business #networking
Bob Parker
Chief Executive Officer
Greg Miller BSc Hons MLIBF DipFA
managing partner asia-pacific at holborn assets llc & ceo hong kong at holborn limited
Simon Robert Parker
Chief Operating Officer
Other Named Francois Roodt
Frequently asked questions
We found 1 Francois Roodt's email addresses
Francois Roodt works for Holborn Assets
Francois Roodt's role in Holborn Assets is Senior Associate Wealth Planner at Holborn Assets LLC
Francois Roodt works in the industry of Financial Services
Francois Roodt's colleagues are Richard Broderick,Valmori Nolasco, Jr. ✔,Bob Parker
Francois Roodt's latest job experience is Senior Associate Wealth Planner at Holborn Assets LLC at Holborn Assets
Francois Roodt's latest education in The Chartered Institute for Securities & Investment (The CISI)
