United Kingdom
Director Coutts Crown Dependencies
Banking
Education
7 city Learning 2013 — 2013
Private Client and Investment Advice --2013, Wealth Management, Distinction
Heversham Grammar School 1977 — 1983
ACIB, CEEFA, PCIAM,, Investment and Advice, Distinction
Experience
Coutts Crown Dependencies September 2012 - Present
RBS September 2007 - September 2012
Royal Bank of Scotland March 2002 - September 2007
NatWest February 1997 - March 2002
Skills
Cross-functional Team..., Financial Risk..., AML, Financial Markets, Strong focus and track..., Investments, Credit Analysis, Credit Risk, Equities, Wealth, Trade Finance, Relationship Management, Investment Banking, Commercial Banking, Retirement Planning, Pensions, Fixed Income, Financial Risk, High Net Worth..., Controlling Budgets, Strong knowledge of the..., Wealth Management, Strategic Financial..., Operational Risk..., Wealth Management..., Objective Setting, Structured Products, Portfolio Management, Private Banking, Risk Management, Cross Selling, Banking, Creation of Customer..., Mortgage Lending, Financial Services, Management, Stakeholder Management, CRM, Sales, Financial Advisory, Inheritance Tax Planning, Investment Advisory, Asset Management, Operational Risk, Loans, FX Options, Retail Banking, Credit