Mark Anthony Gilzeane, BA (Hons), CFP

Financial Advisor

652 followers

Kingston, Kingston, Jamaica

Connect with Mark Anthony Gilzeane, BA (Hons), CFP to Send Message

Connect

Connect with Mark Anthony Gilzeane, BA (Hons), CFP to Send Message

Connect

Timeline
About me
Integrity/Passion/Resilience
Education
- Jamaica Institute of Financial Services
  2019 - 2019
  Certified International Financial Planner Investments and Securities
  Internationally Accredited by The Chartered Banker Institute, Scotland, UK
- CFA Institute
  2017 - 2017
  CFA Institute Investment Foundations Certificate Investments and Securities
- Campion College
  1993 - 1998
  High School Diploma HIGH SCHOOL/SECONDARY DIPLOMAS AND CERTIFICATES
- Karen Fitz-Ritson and Associates
  2012 - 2012
  Securities and Portfolio Management Investments and Securities
- University of Technology, Jamaica--Jamaica Institute of Management
  2011 - 2011
  Jamaica Securities Course Investments and Securities
- College of Insurance and Professional Studies
  2005 - 2005
  Ordinary and Long Term Insurance Certification Insurance and Financial Advisory
- The University of the West Indies, Mona
  2005 - 2012
  Bachelor of Arts - BA English
- Dale Carnegie Training
  2021 - 2021
  Developing Others Through Mentoring and Coaching
- Dale Carnegie Training
  2018 - 2018
  Leadership Training for Managers Management - Leadership
- Jamaica Stock Exchange e-Campus
  2022 - 2022
  Finance, General
  Advanced Securities Course
Experience
- National Commercial Bank Jamaica Limited (NCB)
  Jun 2000 - Apr 2008
  Financial Advisor
- JMMB Group Jamaica
  Oct 2009 - Apr 2022
  - Financial Planning Performance Specialist
    May 2020 - Apr 2022
  - Personal Portfolio Manager
    Feb 2016 - May 2020
  - Client Relations Officer
    Aug 2013 - Feb 2016
  - Express Transactions Officer
    Oct 2009 - Aug 2013
- Ministry of Justice Jamaica--Justice Training Institute
  Jun 2015 - Jun 2022
  Adjunct Lecturer
- Barita Investments Limited
  Apr 2022 - Dec 2023
  Branch Manager
- GK Capital Management Ltd
  Apr 2024 - Dec 2024
  Executive Wealth Manager
  Head of Wealth ManagementFull oversight of Sales and ServiceSalesImplemented strategies which resulted in a 1200% increase in average monthly sales revenue.Client ServiceImplemented client engagement strategies which resulted in:1) 100+% increase in NPS (Net Promoter Score) scoring 2) 45% increase in client satisfaction score over a 6-month period
Licenses & Certifications
- Financial Modeling Foundations
  LinkedIn
  Feb 2022
  View certificate
- Certified Financial Planner (CFP)
  Jamaica Institute of Financial Services
  Nov 2019