With a degree in IT, a background in banking, and a passion for connecting with people, Winston’s approach to wealth management is equally personal, practical, and high-tech. Results-driven professional with over 15 years of progressive experience spanning healthcare analytics, financial advisory, and technology implementation, he now leverages technology to streamline the process. He completed advanced certifications in data visualization and artificial intelligence, including Power BI development and ChatGPT applications, demonstrating commitment to emerging technologies and continuous learning.