MBL FINANCIAL has announced three senior appointments following the recent appointment of chief executive David Wilkinson.
Steve Burdett has been promoted to business development director.
Steve previously worked for a major international bank for five years.
He joined MBL in 2005 and worked as a senior financial consultant, providing independent financial advice to local and international clients.
As business development director Steve is responsible for identifying opportunities, working with international life and pension professionals to develop products and solutions that meet the ever changing needs and demands of clients.
Steve said, ‘I am delighted to be appointed to the role of director within MBL Financial and have the opportunity to build on the 25 years’ of service that we have provided our clients. Over the past six months there have been significant developments within our company and we have strengthened our service proposition to the island and grown our team to 20 staff and now service around 5,000 private clients’.
Ed Walter has been appointed as sales director. Ed has more than 18 years’ experience of financial services with the last 14 coming in the advice sector. Ed re-joined MBL in 2008, following a successful three-and-a- half year period with a major offshore bank and has now been with the company for almost six years.
His responsibilities include day to day management of the company’s team of financial consultants, while ensuring his own portfolio of local and international clients are looked after.
Ed added ‘MBL is at the forefront of the advice sector in the island, and it is a fantastic opportunity to be involved in the day to day running of the company at such an exciting time.’
Ed is married with two children, is a keen golfer, and it is his intention to complete this year’s Parish Walk for a second successive time.
Tracy Prescott has been appointed as sales support Manager and also continues her role as financial consultant.
Tracy started her career undertaking a modern apprenticeship and went on to work for a major international bank for eight years in several jurisdictions. Tracy joined CFS Financial Consultants in 2008, working as a financial consultant and planner to the company directors.
Through the merger of MBL Financial and CFS Financial Consultants Tracy continues in a dual role and remains MBLs only female financial consultant which adds another dimension to the team.
Ed said: ‘Tracy brings a wealth of experience to the team gained in three different jurisdictions, and her role is crucial to the continuing success and continued growth of MBL. I am delighted that Tracy has been appointed to this role as it is a reward for her unwavering commitment to the business and her excellent attitude towards both clients and colleagues.’