Bristol, Bristol, United Kingdom
Investment Review Manager
Financial Services
Education
University West Of England 2006 — 2010
BA (Hons), Accounting and Finance
St Brendan's Sixth Form College 2004 — 2006
A Levels
St Bede's Roman Catholic College 1999 — 2004
CFA Institute
2015 Level I Candidate in the CFA Program
Experience
HSBC Retail Banking and Wealth Management January 2015 - Present
Infinity Financial Solutions October 2013 - May 2014
Ascentric August 2011 - September 2013
LV= October 2008 - August 2011
HSBC Private Bank May 2009 - May 2009
Compass Group UK & Ireland (Quadrant Catering) May 2006 - September 2006
Skills
Portfolio Management, Banking, Wealth Management..., Income Protection, Financial Services, Wealth, Accounting, Mutual Funds, Estate Planning, New Business Development, Microsoft Excel, Trading, Equities, Business Development, Stakeholder Management, Protection, Investment Banking, Financial Markets, Wrap platforms, Risk Management, Finance, Strategy, Account Management, Insurance, Retirement, Investments, Operational Risk, Private Banking, Strategic Financial..., Customer Satisfaction, CRM, Structured Products, Investment Management, Investment Strategies, Asset Allocation, Bonds, Pensions, Inheritance Tax Planning, Financial Advisory, Financial Modeling, Wealth Management, Life Insurance, Investment Advisory, Retirement Planning, Business Planning, Management, Relationship Management, Asset Management, Fixed Income, PowerPoint