Financial Services Associate Director
At Apex Group, Gerrard holds the position of Associate Director for Financial Services. He oversees mentoring and guiding new insurance advisors toward never-ending greatness. He has exceptional financial planning skills and many team members had benefitted from his skill sharing.
It was my first year in the business, I received a call from my ex-client asking me to meet him at 8 am at Boon Lay MRT.
When I met up, he told me that he trusted me as a financial consultant and as a friend and is ready to accept all recommendations within his budget.
From clients to friends
Gratitude to everyone who has helped me propel in my career.