Gareth joined Templar in 2012 after two decades working in the financial services industry in London having previously held positions as both a Private Client Stockbroker for Killik & Co and Private Banker at Merrill Lynch. Most recently as Head of Discretionary Sales at Bank of America Merrill Lynch (BAML), he oversaw business development across Europe, the Middle East and Latin America.
Gareth’s knowledge of the financial services industry, his experience of working with the professions combined with his extensive sales and client relationship skills, position him to work effectively across a broad spectrum of clients. His work spans Investment Banking, Wealth Management, Private Banking, Asset Management as well as the Legal, Insurance and Accountancy sectors.
Gareth is both Advanced DISC and Hogan Assessment Suite certified.