Profilo
Ms. Jenny Forbes is a Client Strategist at First Samuel Ltd. She has been with First Samuel for 15 years.
She previously held the roles of Business Manager and Client Service Coordinator.
Prior to joining First Samuel, Ms. Forbes's experience included working in the Recruitment industry as an Executive Assistant and in Hospitality as Reservations Manager.
She is a Certified Financial Planner and holds a bachelor’s degree in Business from Victoria University and a Post Graduate Diploma in Financial Planning.
Posizioni attive di Jenny Forbes
| Società | Posizione | Inizio |
|---|---|---|
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Stratega di mercato | 01/01/2004 |
Esperienze
Posizioni ricoperte
Attive
Inattive
Società nel listino
Aziende private
Relazioni
Relazioni di 1° grado
Aziende connesse in 1º grado
Uomo
Donna
Amministratori
Dirigenti
Società collegate
| Aziende private | 1 |
|---|---|
First Samuel Ltd.
First Samuel Ltd. Investment ManagersFinance First Samuel fully integrates the four critical areas of wealth management: strategic wealth management planning and advice; tailored investment management; administration, reporting and auditing; and ethical approach. | Finance |
















