As well, as a Client Advisor in Switzerland , Robert also taught Financial Planning for the Ecole Superieur de Banque et Finance for students who were vying for their Swiss Federal Diploma in Banking Economics. In 2010 Robert held the position of Director for UBS Bank Canada for the ‘Ultra High Net Worth’ wealth management team. In Canada he holds the 2 professional designations of a Financial Management Advisor (FMA) and Fellow of the Canadian Securities Institute (FCSI). Robert has his ‘Master of Finance (MFin)’ from Queen’s School of Business and is a licensed Portfolio Manager (Advising Representative) in Ontario , Quebec , Alberta and BC. He is also licensed to trade options in Canada (OLC); Keith L. Ray Independent Chairman: Keith L.
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Capital and cash flow necessarily concern the lender. We were able to get an attractive fixed interest rate loan approval in place despite the Clients credit issues with a nationwide flat lender. 9/2014 – $720,000 Restaurant: Client was looking to refinance two restaurant properties that they owned. Multiple flat financing programs available to meet your individual needs and investment goals. The right lending solution for each client Bank Service: Our mission is to become an extension of your team. “I will wholeheartedly recommend CD. Progress inspections will occur every 3 to 5 weeks. All businesses have cash flow peaks and valleys. Education, employees’ and personal business experience, and references help the lender evaluate a growing business.