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Garfield Goulbourne

Garfield Goulbourne

Credit Officer

Followers of Garfield Goulbourne146 followers
location of Garfield GoulbourneKingston, Jamaica

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  • Timeline

  • About me

    Business & Management Consultant

  • Education

    • UWI Mona

      -
      Bachelor of Science (B.Sc. Hon) Management Studies

      Activities and Societies: Guild of Students - Social Science Student Representative - special award for strong leadership.

    • York Castle High School

      -
      Business

      Activities and Societies: VP Student Council, Prefect, VP Debate Society (voted twice best speaker in Inter-Sec Debate Competition), Pres. Drama Club

  • Experience

    • National Commercial Bank Jamaica Limited

      Jan 2001 - Jan 2002
      Credit Officer

      Assess potential for small loansAssess and advise the necessary security documents required for these small loansInput loans electronically File the Security DocumentsAssess the Overdraft Balance PrintReturn Customer Cheques (for various reasons) Collect outstanding amounts (via telephone or personal visit)

    • National Commercial Bank Jamaica Limited (NCB)

      Jan 2003 - Jan 2008
      Financial Advisor

      Solicit Investment and Insurance Business, Manage portfolio of clients.

    • Jamaica Association of Insurance & Financial Advisors (JAIFA)

      Sept 2009 - Dec 2009
      Moderator/Tutor

      Tutoring Course " Foundations of Investment" part of Financial Services Specialist programme (FSS)90% pass

    • Bank of Nova Scotia Group of Companies

      Apr 2011 - Dec 2013
      Financial Advisor

      1. Solicit and Manage portfolio for :Pension;Insurance & Mutual Funds Business2. Solicit and Manage Portfolio for Retail Credit Business (all personal loans & credit cards)

    • RJR Communications Group Limited

      Jan 2014 - Jan 2015
      Marketing & Sales Executive

      Liaise and partner with especially private businesses with intentions of increasing revenue by driving customer traffic their way through advertisements. Providing 'ear & eye" visibility for these businesses. Lend expertise in Marketing to companies - media marketing partner.

    • RJR Communications Group (Jamaica News Network -JNN Cable)

      Jan 2014 - Jan 2015
      Cable TV Presenter & Script Writer

      Script-writer & presenter for my show. Social Commentator on topical issues intent on generating conversation to positively impact individual as well as societal change.

    • Self

      Jan 2014 - Jan 2014
      Self Employed

      Sales Training and general tutoring

    • Investment House/Licenced Financial Securities Dealer

      Jan 2016 - Jan 2018
      Senior Investment & Pensions Advisor

      Investment Advisory Services (Stocks, Bonds, Mutual Funds)Portfolio Management Services Pensions Advisory Services

    • @ a Commercial Bank in Jamaica

      Feb 2018 - Nov 2023
      Relationship Manager

      Manage portfolio of high-valued clientele.

    • Business Consultancy Services

      Jan 2023 - now
      Business Management Consultant

      Financial Consulting - Assistance to secure business loan approval, drafting of business plans, assistance to secure documents to establish business as well as Account Opening, Mediate with 3rd party (Banks, Lender, Credit Bureau, etc) for resolution of financial matters eg. Credit Bureau dispute, Avail general expertise on Banking, Investments, Pension and Insurance to clientsTraining - Customer Service, Sales, Anti-Money Laundering, Understanding of Credit/LoansSales, Operations and Marketing Advisory Services Show less

  • Licenses & Certifications

    • Licenced Investment Advisor

  • Honors & Awards

    • Awarded to Garfield Goulbourne
      Team Captain & Coach for JTTA's Business House Table Tennis - Dec. 2013 BNS Dec 2013 Besides Semi-finalists in our 1st Doubles Competition, the team won trophy for Best Dressed
    • Awarded to Garfield Goulbourne
      Top Relief Financial Advisor 2013 Scotia Insurance - BNS Dec 2013 Awarded for period 2012/2013 Financial Year
    • Awarded to Garfield Goulbourne
      Financial Advisor BNS Nov 2013 Met annual quota for financial year 2013/2014 in 1mth (Nov. 2013). 1st Staff member to meet annual quota 2013/2014
    • Awarded to Garfield Goulbourne
      Top Relief Financial Advisor - 2012 BNS Dec 2012 Awarded for financial year 2011/2012. Met annual quota in 3months.
    • Awarded to Garfield Goulbourne
      Runner-Up Financial Advisor 2010/2011 Scotia Insurance Dec 2011
    • Awarded to Garfield Goulbourne
      Best Team Player Employee - 2011 BNS Nov 2011 Helped to plan all monthly Team meetings. Trained new recruits. Sales Coaching and motivational speaking to varied teams.
    • Awarded to Garfield Goulbourne
      Business Retention Champion NCB 2006 For period 2004 - 2006 (3yrs) , I won the award as Business Retention Champion
    • Awarded to Garfield Goulbourne
      7 time Million Dollar Round Table Qualifier (MDRT) BNS & NCB 2004-2008, 2012, 2013...Also, 1st Advisor in my capacity to attend MDRT at Scotia Insurance Jamaica Limited. Last attended Philadelphia, June, 2013.2007 - Asked to be Chair MDRT Jamaica but had to decline due to other commitments2004-2007 - marketing and communications Rep to JAIFA for NCB (helped to organize Annual Blast Off Motivational Sessions)

  • Volunteer Experience

    • Speech Coach (Voluntary)

      Issued by Duke of Edinburgh programme - Tarrant High School on Jan 2011
      Duke of Edinburgh programme - Tarrant High SchoolAssociated with Garfield Goulbourne