Adam Schneider
About Adam Schneider
Adam Schneider is the Director and Head of Client Service & Business Development, holding a CFA designation.
Professional Title and Role
Adam Schneider holds the position of Director – Head of Client Service & Business Development. In this role, he oversees the client service strategies and business development initiatives within the organization. His responsibilities include managing client relationships, securing new business opportunities, and ensuring the delivery of high-quality service standards to clients.
Industry Qualifications
Adam Schneider holds the Chartered Financial Analyst (CFA) designation. This qualification is a testament to his expertise in financial analysis, portfolio management, and investment principles. The CFA designation is a globally recognized credential that indicates a comprehensive understanding of advanced investment management and financial decision-making skills.