S.B.J. DEFREITAS

S.B.J. DeFreitas is a financial and strategy consultant to various high net worth individuals and business enterprises across the globe with a focus on North America and the OECS. His background in the North American banking, brokerage and insurance sectors, estate, tax and strategic planning, coupled with his concentration on the offshore industry make him a multi-faceted consultant who can contribute to a variety of assignments for any client.

ACADEMIC AND PROFESSIONAL CREDENTIALS:

  • Certified General Accountant (CGA)
  • Chartered Certified Financial Consultant (CCFC)
  • Master of Business Administration (MBA)
  • Bachelor of Business Administration (BBA)

POSITION AND EXPERIENCE:

  • Marketing and Strategy Advisor: User In Mind Creative Group
  • Commercial Credit Analyst / Account Manager: Bank of Nova Scotia
  • Mutual Fund Sales Representative: Bank of Nova Scotia
  • Financial Analyst: Manulife Financial
  • Marketing Strategist: Manulife Financial