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Saint John East
Antonio Roman-Davis

Antonio Roman-Davis

Saint John East, New Brunswick
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About Antonio Roman-Davis:

Exceptionally driven individual with a passion for markets & the Financial Industry

Experience

  • Confident with demonstrating Digital First 
  • Familiar and capable to use multiple tools and application functions 
  • Extremely confident & comfortable with Mortgage Re-finance, Home line plan applications, Credit Lines/Loan products and conversations.
  • Mutual Fund licensed , comfortable completing client investment transactions & updating KYC 
  • Identify clients’ needs while tailoring advice and solutions based on the individuals account packages and personal situations.
  • Demonstrates high performance by exceeding sales targets week over week. Top sales for Western NB. 

Education

Successfully completed PFSA & Financial Planning 1

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