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AI 2025 Framed - Aristotle

Aristotle Gatmaitan

Client Services Associate

Biography
As a Client Services Associate at Cross Border Wealth, Aris specializes in providing dedicated support for clients with U.K. pension services and cross-border retirement planning needs. He is committed to making clients' wealth management processes seamless and delivering personalized solutions that enhance the overall client experience.

 

Aris's professional background is rooted in the fields of investment and banking. His career has focused on supporting clients with their group retirement plans and managing account inquiries, providing him with a strong foundation in both client needs and operational excellence. He leverages this experience to ensure every client's process is handled with efficiency and confidence.

 

Outside of work, Aris enjoys the dedication required for cooking and taking care of his garden. This patient and detail-oriented approach directly translates to his commitment to client service, where he ensures every financial detail is meticulously handled.

 

Highlights

Over a Decade Experience

Expertise in Bank Systems

Proficiency in Trading Platforms