Welcome Adam Crompton to the Team!
We are thrilled to announce our newest member of the team, Adam Crompton, who joins us as a Wealth Management Associate. Adam has been with us since May and has been getting up to speed with our systems and processes. Prior to his time at Danielson Group Wealth Management, Adam worked at a corporate foreign exchange specialist here in Vancouver; this tenure served as the perfect opportunity to expand his financial acumen and help clients solve complex situations.
Adam’s role on the team is varied but his focus is on improving organizational efficiency, implementation of new systems and processes, and supporting the relationship managers. This allows the team to focus on what really matters and ultimately improving the client experience. Adam’s fresh perspective, eagerness to learn, and strong technological skillset makes him an exciting addition to the team.
Continuing to grow and develop his skillset has always been a focal point for Adam. He is currently a CFA level II candidate and will be writing his next exam in June of 2019. In the meantime, Adam has been taking the courses necessary to start the CFP program next year.
Most weekends, you will find Adam standing up to his waist in one of the province’s rivers. Self-admittingly, fly-fishing has now crossed over from a passion to a down right addiction! For Adam it provides a great medium for reflection, a great excuse to spend time in some of BC’s most beautiful places, and a pursuit in which you can continually learn. When he is not fishing, Adam enjoys spending time with his friends, hiking, and applying himself to his coursework.
We are excited to have Adam as the ninth member of this team and look forward to having him contribute to our client experience in the future.