Chartered Institute for Securities and Investment, London, United Kingdom
The Chartered Institute for Securities & Investment (CISI) is the largest and most widely respected professional body for those who work in the securities and investment industry in the UK and in a growing number of major financial centres round the world.
Chartered Institute for Securities and Investment Alumni
ANDREAS PIERIS
Senior Relationship Manager
Banking
Education
Chartered Institute for Securities and Investment 2015 — 2015
International Certificate In Wealth & Investment Management, Investments and Securities
American Bankers Association 2011 — 2013
General Banking Diploma, Banking and Financial Support Services
Association of Chartered Certified Accountants (ACCA)
ACCA
Leeds University 2003 — 2004
Bachelor of Arts (BA) Hons., Leeds Business School, Business Administration and Management
University of Nicosia 2001 — 2003
HND, (Management Information Systems)
Experience
RCB BANK LTD September 2015 - Present
FBME BANK LTD October 2012 - August 2015
Eurobank EFG October 2009 - September 2012
Kypros Satellites Ltd January 2006 - September 2009
Le Meridien Limassol Spa & Resort July 2005 - January 2006
Skills
Budgets, Negotiation, Sales, Business Analysis, Project Management, Financial Analysis, Change Management, New Business Development, Microsoft Office, Mergers & Acquisitions, Banking, CRM, Business Development, Business Planning, Microsoft Excel, Business Strategy, Customer Service, Credit
Adam Merrick
Legal Counsel/Compliance
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
UK Financial Regulations
Anglia Ruskin University 2005 — 2006
Post Graduate Diploma, Legal Practice
University of Hertfordshire 2001 — 2004
Bachelor of Laws (LLB), Law
SEEVIC College 1999 — 2001
A Level: Law, English & Psychology, A Level: Law, English & Psychology
The Cornelius Vermuyden School 1994 — 1999
GCSE, GCSE's
Experience
OTC Europe LLP November 2014 - Present
OTC Europe LLP November 2014 - Present
Taylor Haldane Barlex LLP June 2011 - November 2014
Paul Robinson Solicitors LLP June 2010 - June 2011
Jefferies Essex LLP June 2006 - May 2010
Skills
Criminal Law, Civil Litigation, Legal Writing, Legal Research, LLP, Criminal Defense, Legal Advice, Solicitors, Courts, Document Drafting, Appeals, Legal Assistance, Litigation, Fraud
Aidan Gay
Business Development Executive at Invest123
Investment Management
Education
La Sainte Union College, Southampton 1990 — 1994
Bachelor of Education (B.Ed.), Education
St Ignatius College , Enfield , Middlesex 1984 — 1990
Chartered Institute for Securities and Investment
IAD Level 4
LIA
QFA
Experience
Invest123 September 2015 - Present
ILCS Limited May 2015 - September 2015
Ace Express Freight October 2013 - May 2015
Acorn Wealth Strategies Limited January 2009 - October 2013
The Leinster Mortgage Company Ltd January 2005 - January 2009
Skills
Team Leadership, Management, Sales, Customer Service, Business Development, New Business Development, Business Strategy, Negotiation, Account Management, Team Management
Alejandro Antonio Uceda García
Director General IT CERTIFICACIONES
Management Consulting
Education
Chartered Institute for Securities and Investment 2015 — 2015
Certificación Internacional en Asesoramiento Financiero, Asesoramiento Financiero
Universitat Pompeu Fabra 2010 — 2010
Master en Asesoramiento Financiero
Universidad Complutense de Madrid 2004 — 2008
Licenciatura, Derecho
Experience
2mprogress&ITCERTIFICACIONES April 2012 - Present
Profesional independiente April 2012 - August 2015
CaixaBank 2012 - July 2015
CaixaBank January 2008 - 2012
CaixaBank 2004 - 2008
Skills
Análisis, Elaboración de modelos..., Derivados, Banca privada, Riesgo financiero, Banca, Inglés, Banca de inversión, Servicios financieros, Español, Estrategia, Gestión de proyectos, Mercados financieros, Tasación, Finanzas corporativas, Liderazgo, Gestión de relaciones..., Banca minorista, Análisis financiero, Finanzas estructuradas, Créditos, Consultoría de..., Acciones, Riesgo de crédito, Banca comercial, Gestión de riesgos, Financiación de..., Financiación, Finanzas, Negociación, Dirección y desarrollo..., Estrategia empresarial, Redes sociales, Mercado de capitales
Alex Archibald
Financial Coordinator at deVere Group
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2015
Investment Advice Diploma, Level 4
Experience
deVere Group September 2015 - Present
Magna FX July 2014 - June 2015
Kingsland Wealth Management December 2013 - May 2014
Midlands Financial Advisors January 2013 - November 2013
Skills
People Skills, Portfolio Management, Trading, Financial Services, Asset Allocation, Equities, Savings, Positivity, Mutual Funds, Pensions, Hedging, Bonds, Investment Advisory, Technical Analysis, Finance, Investments, Great Motivator, Social Skills, Structured Products, Friendly Personality, Tax, QNUPS, Wealth Management..., QROPS, Work Ethic, Integrity, FOREX, Retirement Planning, Critical Illness, Financial Risk..., SIPP, Fundamental Analysis
Alex Childs
General Counsel InfraCo Africa Limited
Law Practice
Education
Islamic Institute of Banking and Insurance 2011 — 2011
Diploma in Islamic Banking and Insurance
BPP Law School 2005 — 2007
LPC & GDL
University of Exeter 2001 — 2005
BA Hons, Spanish and French (First)
Crosskeys College 1999 — 2001
International Compliance Association
Certificate in Anti-Money Laundering, Distinction
International Compliance Association
Certificate in Financial Crime Prevention, Merit
Chartered Institute for Securities and Investment
Combating Financial Crime
Experience
InfraCo Africa Limited November 2013 - Present
Norton Rose Fulbright June 2013 - November 2013
Fulbright & Jaworski September 2010 - June 2013
Shearman & Sterling LLP September 2009 - September 2010
Shearman & Sterling LLP (London/Abu Dhabi) September 2007 - September 2009
DuocUC July 2003 - July 2004
Skills
Project Management, Legal Advice, Corporate Governance, Energy, Joint Ventures, Anti Money Laundering, Financial Crimes..., Mergers & Acquisitions, Mergers, Finance, Corporate Law, Project Finance, Banking
Alex MacNeil
Marketing manager at Fidelity Worldwide Investment
Investment Management
Education
Chartered Institute for Securities and Investment 2011 — 2011
Investment Operations Certificate
University of Nottingham 2006 — 2009
Bachelor’s Degree, Management Studies, 2:1
Experience
Fidelity Worldwide Investment November 2014 - Present
Fidelity Worldwide Investment February 2013 - October 2014
Skills
Marketing Event Planning, Advertising, Email Marketing, Direct Marketing, Marketing, Integrated Marketing, Marketing Communications, CVM, Campaign Management, Project Management
Amrit Singh Sohal - Wealth Management Bank Zurich
Relationship Manager Private Banking at Habib Bank A.G. Zurich
Financial Services
Education
Chartered Institute for Securities & Investments
FSA Regulations, Securities, Certificate in Securities - Level 3
Cass Business School 2005 — 2008
2.1 BSc Hons Investment and Financial Risk Management (3.5/4.0) GPA
The Hong Kong University of Science and Technology 2006 — 2007
Replacement Year Abroad
Chartered Institute for Securities and Investment
Investment Advice Diploma - Level 4 UK RDR, Pass
Queen Marys Grammar School, Walsall
Experience
Habib Bank A.G. Zurich May 2014 - Present
ICICI Bank September 2012 - March 2014
Capital Investment Consultants/ IIMG India, Russia, Kazakhstan, Kenya August 2010 - August 2012
Deutsche Bank July 2008 - July 2010
Skills
Investment Banking, Financial Services, Finance, Financial Markets, Trade Finance, Bonds, Private Banking, Hedge Funds, Wealth Management, Mutual Funds, Business Development, Portfolio Management, Investments, Emerging Markets, Trading
Andrew Brickman
Blackrock iShares Capital Markets
Banking
Education
Chartered Institute for Securities and Investment 2004 — 2006
University of Kent 1996 — 1999
BA(Hons), Economics with French
Experience
BlackRock June 2012 - Present
Citigroup May 2007 - May 2011
Citigroup September 2005 - June 2007
Citigroup September 2003 - September 2005
Citigroup November 1999 - September 2003
Skills
Derivatives, Trading, Equities, Options, Equity Derivatives
Andrew Donaldson
Professional Learning and Talent Manager
Financial Services
Education
Birkbeck, University of London 2014 — 2015
MSc HR Development & Consultancy, Human Resources Development
Chartered Institute of IT 2011 — 2011
Certificate, Business Analysis
Prince2 2011 — 2011
Prince2 Practitioner, Project Management, Practitioner
Birkbeck, U. of London 2009 — 2010
Post Graduate Certificate, Digital Media Management, Distinction
CIPD (Chartered Institute of Personal and Development) 2008 — 2009
Certificate, Learning and Development
Chartered Institute for Securities and Investment 2005 — 2009
Certificate, Investment Operations Certificate
Chartered Insitute of Personel & Development 2008 — 2008
Certificate, Blended Learning
Birkbeck, U. of London 2004 — 2006
Degree, Media & Business Applications, Merit
Institute for International Research 2002 — 2004
Inhouse Training, IT Applications
Skills
Performance Management, Human Resources, Banking, Stakeholder Management, Training, Relationship Management, Program Management, Organizational..., Change Management, Training & Development, Team Building, System Administration, Business Strategy, Administration, Team Management, Instructional Design, Team Leadership, Leadership, Analysis, Research, Financial Services, Employee Training, E-Learning, Leadership Development, Project Management, Talent Management, Training Delivery, Customer Service, Entrepreneurship, Process Improvement, Writing, Negotiation, Project Planning, Coaching, Business Analysis, Strategy, Microsoft Office, Marketing, Strategic Planning, Management Consulting, Event Management, Management
Andrew Malcolm
Senior Manager, M&A Transaction Services at WPP
Marketing and Advertising
Education
Chartered Institute for Securities and Investment 2014 — 2015
Diploma in Corporate Finance, Passed with Distinction
Institute of Chartered Accountants in England and Wales 2004 — 2007
Chartered Accountant (ACA), completed through Deloitte London
Universidad de Buenos Aires
Certification in Spanish Language, Advanced Level, Prize-Winner
University of Aberdeen 1997 — 2001
Master of Arts (MA), Accountancy, First Class Honours
Hutchesons' Grammar School 1984 — 1997
Scottish Certificate of Education 'Highers', 8 x A grades
Experience
WPP plc April 2010 - Present
Deloitte September 2004 - April 2010
Skills
Emerging Markets, Financial Analysis, IFRS, International Project..., M&A Negotiations, International M&A, Acquisition Integration, Consolidation, Financial Reporting, Cash Flow Forecasting, Financial Due Diligence
Andrew Powell
Contracting
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
CISI Diploma in Investment Compliance
Imperial College 2001 — 2003
MBA
Imperial College 1991 — 1995
M.Eng, Aeronautical Engineering
Experience
FairFX October 2014 - May 2015
URALSIB August 2012 - May 2014
ING October 2007 - October 2011
ING October 2002 - October 2007
ING October 2001 - October 2002
ING October 2000 - October 2001
ING October 1997 - October 2000
Rolls Royce Military Aircraft Engines September 1995 - September 1997
Skills
Investment Banking, FX Options, Interest Rate..., Trading Systems, Alternative Investments, Capital Markets, Structured Products, Equity Trading, Asset Management, Emerging Markets, Foreign Exchange, Derivatives, Hedge Funds, Fixed Income, Order Management, Trading, Fidessa, Bloomberg, Exchange Connectivity, Equities, Electronic Trading, Market Data, Bonds, Settlement, Equity Derivatives, Proprietary Trading, Financial Markets, Options, Prime Brokerage
Andrew Whitney, PhD, CA
Strategy at EY
Management Consulting
Education
University of Cambridge 2000 — 2004
Doctor of Philosophy (PhD), Biological Chemistry
Chartered Institute for Securities and Investment
Institute of Chartered Accountants of Scotland
University of Cambridge
Post Doctoral Researcher, Biological Chemistry
Experience
EY May 2014 - Present
UBS Investment Bank 2009 - 2014
EY 2005 - 2009
Andrew/Andy Graham
Executive Architect IBM Global Financial Markets team, based in London supporting Clients globally.
Information Technology and Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
Durham University 1993 — 1997
M.Eng
Experience
IBM July 2013 - Present
IBM UK July 2003 - June 2013
IBM UK June 2000 - December 2003
IBM UK September 1997 - June 2000
Skills
Infrastructure, Operational Resilience, Low Latency, Technical Strategy, Operational Risk, Leadership, Solution Architecture, Technical Architecture, Governance, Enterprise Architecture, Financial Markets, Management, Shared Services, Financial Services, Innovation, Enterprise Software, TOGAF, Integration, IT Service Management, Data Center, Pre-sales, Change Management, Architecture, Business Development, SOA, Telecommunications, Strategy, Risk Management, Industry Utilities, Business Architecture, IT Strategy, Middleware, Cloud Computing, Consulting, High Availability, Architectures, Application Architecture
Andrzej Mickiewicz
Business Analyst at Interactive Data
Information Technology and Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
CISI Diploma, Banking, Corporate, Finance, and Securities Law, Bonds and Fixed Income Markets unit
ILX Group 2014 — 2014
Prince2, Project Management
IMC, CFA Institute 2012 — 2012
Investment Management Certificate (IMC)
IFID Certificate, ICMA Centre, Reading university 2010 — 2011
Certificate, International Fixed Income and Derivatives
Birkbeck College, University of London 2009 — 2010
LLM, International Economic Law
Birkbeck College, University of London 2007 — 2009
Diploma, Economics
Akademia Swiętokrzyska im. Jana Kochanowskiego w Kielcach 1997 — 2002
Master, History
Experience
Interactive Data March 2015 - Present
Interactive Data December 2011 - Present
Interactive Data February 2014 - February 2015
Thomson Reuters October 2007 - December 2011
Skills
Finance, Bonds, Market Data, Securities, CRM, Financial Analysis, Portfolio Management, Fixed Income, Pricing, Financial Markets, Market Research, Polish, Analysis
Andy Topping
Private Banker and Business Development Manager SG Hambros
Banking
Education
Chartered Institute for Securities and Investment 2015 — 2015
Chartered Wealth Manager (MSc)
Chartered Institute for Securities and Investment 2013 — 2014
Investment Advice Diploma (IAD)
London School of Business and Finance 2011 — 2013
Msc, Finance and Investment
Birmingham City University 2008 — 2010
Diploma in Corporate Banking, Corporate Banking
Leeds Beckett University 2006 — 2007
Ba Hons, Business Management
Experience
Societe Generale Private Banking - SGPB September 2015 - Present
AMLAPS November 2013 - September 2015
Societe Generale Private Banking June 2013 - September 2015
HSBC July 2012 - May 2013
Royal Bank of Scotland International October 2008 - July 2012
The Royal Bank of Scotland August 2007 - October 2008
Skills
Banking, Mutual Funds, Investments, Financial Services, FX Options, Private Equity, Risk Management, Due Diligence, Commercial Banking, Financial Analysis, Corporate Governance, Portfolio Management, Corporate Finance
Ann-Marie Black
Fund Accounting Manager at Santander Asset Management
Investment Management
Education
ACCA 2004 — 2007
ACCA, Accounting
Chartered Institute for Securities and Investment
IAQ, Investments and Securities
Chartered Institute of Bankers Scotland
Investment Accounting Diploma, Investment Accounting
Experience
Santander Asset Management March 2007 - Present
Santander Bank, N.A. 2004 - 2007
Santander Bank, N.A. 2002 - 2003
ABBEY NATIONAL LIFE PLC 1998 - 2002
ABBEY NATIONAL LIFE PLC 1994 - 1998
Skills
Mutual Funds, Investments, Management, Equities, Finance, Financial Analysis, Fixed Income, Accounting, Financial Modeling, Portfolio Management
Anna Kerr
Risk Manager at Concentrix
Information Technology and Services
Education
Chartered Institute for Securities and Investment
Investment Administration Qualification, Pass
Cardiff University / Prifysgol Caerdydd 1996 — 1999
BA (Hons), Communication
Wyedean Comprehensive, Chepstow 1989 — 1996
Experience
Concentrix August 2014 - Present
IBM Global Process Services February 2010 - August 2014
GE February 2007 - February 2010
Sarasin & Partners August 2001 - November 2006
Skills
Risk Management, Investment..., Vendor Management, Procurement, Investment..., Public & Private Sectors, Continuous Improvement, Regulatory Compliance, Change Control, Business Process, Private Client..., Project Management, Governance, M_o_R
Anna Teresa Sikorska
at Deutsche Bank AG
Banking
Education
Chartered Institute for Securities and Investment 2015 — 2015
Investments and Securities
VHS -Volkshochschule Berlin 2013 — 2015
University of Warsaw 2011 — 2012
Master of Arts (M.A.), Master of Arts
Warsaw School of Economics 2010 — 2011
Diploma in International Trade, Postgraduate Studies, 5
Universidad Autónoma de Madrid 2009 — 2010
International Relations and Economics
ASC American Studies Center University of Warsaw 2007 — 2010
Master of Arts (M.A.), Master studies of American history, business, economics and politics
Freie Universität Berlin 2009 — 2009
European Studies
Humboldt University of Berlin 2008 — 2009
Written and oral translation of economic and legal text into German and English
Warsaw University Master 2004 — 2009
Master of Arts (M.A.), Applied Linguistics - English and German translation
Experience
Deutsche Bank May 2015 - Present
Deutsche Bank May 2014 - April 2015
Deutsche Bank AG August 2012 - April 2014
the Royal Bank of Scotland NV Hub Warsaw September 2011 - July 2012
the Royal Bank of Scotland NV HUB Warsaw February 2011 - September 2011
Skills
Payments, Banking, Analysis, Risk Management, Financial Analysis, Training, Project Management, Reporting, SWIFT Payments, Quality Control, Accounting, Research, Internal Audit, Business Analysis, English, Process Improvement, Anti Money Laundering, Microsoft Office, Finance, Auditing
Anna Timone
US and UK Regulation Financial Services
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
FCA Diploma in Investment Compliance issued by CISI (UK)
Seton Hall Law School 2007 — 2010
Juris Doctor, Law
Rutgers, The State University of New Jersey-New Brunswick 2002 — 2005
Bachelor of Arts, Finance and Business
Experience
Newton Investment Management/BNY Mellon January 2014 - Present
Mizuho Financial Group/DIAM USA March 2012 - December 2013
Daiwa Asset Management (America) Ltd. February 2008 - March 2012
ING Financial Partners May 2004 - January 2008
MetLife October 2002 - May 2004
Skills
Equities, Securities, Financial Services, Financial Modeling, Portfolio Management, Fixed Income, Blogging, Investments, Compliance, Derivatives, Private Equity, Financial Analysis, Mutual Funds, Asset Management, Risk Management, Finance
Antonio Carrasco López
RESPONSABLE CALIDADCUSTOMER EXPERIENCE en La Caixa. Dirección Territorial CMEXT
Banking
Education
Escuela de Organización Industrial 2014 — 2015
Programa ejecutivo en Experiencia de Cliente
Chartered Institute for Securities and Investment 2013 — 2015
Certificate in Wealth Managment, Banca y servicios financieros
Universitat Pompeu Fabra 2013 — 2015
Diploma de Postgrado en Asesoramiento Financiero, Banca y servicios financieros
EAE Business School 2013 — 2014
Master of Business Administration (M.B.A.), Executive
Universidad de Deusto 2001 — 2003
Master Banca y Finanzas, Banca y servicios financieros, Universidad Deusto Comercial y ESCA
Universidad Complutense de Madrid 1994 — 1998
Licenciatura, Economía
Experience
La Caixa April 2013 - Present
La Caixa January 2010 - April 2013
La Caixa August 2005 - April 2013
La Caixa January 2003 - July 2005
La Caixa January 2000 - December 2002
GRUPO SP November 1998 - December 1999
Skills
Microsoft Office, Riesgo de crédito, Banca, Administración y..., Customer experience..., Gestión de proyectos, Banca privada, Estrategia, Inversiones, Gestión de riesgos, Estrategia empresarial, Liderazgo de equipos, Español, Gestión de cuentas, Análisis de negocio, Dirección y desarrollo..., Análisis financiero, Inglés, Negociación, Servicio de atención al..., Consultoría de..., Gerencia de ventas
Anum Majid
Analyst RBS
Banking
Education
The London School of Economics and Political Science (LSE) 2013 — 2014
Master's degree, Management Information Systems, General
Coventry University 2009 — 2013
Bachelor of Arts (BA), Accounting and Finance, First Class
Foundation Public School 2006 — 2008
A-Levels, Mathematics and Computer Science
Chartered Institute for Securities and Investment
Experience
Royal Bank of Scotland March 2015 - Present
Royal Bank of Scotland September 2014 - March 2015
Royal Bank of Scotland July 2013 - September 2013
KPMG July 2010 - August 2010
Skills
Auditing, Financial Risk, Data Analysis, Financial Analysis, Credit, Leadership, Account Reconciliation, Testing, Banking, Project Management, Analysis, IT Audit, Business Analysis
Arun Subbiah Chartered MCSI
Investment Manager
Investment Management
Education
Chartered Institute for Securities and Investment 2012 — 2012
Private Client Investment Advice & Management, Retail Distribution Review, Level 6
Cass Business School 2005 — 2008
Bsc (Hons), Mathematics and Finance, 2:1
Experience
European Wealth Management Group December 2012 - Present
BollyClub - Create to Inspire / Aspire to Change January 2012 - Present
Skills
Investment Advisory, Microsoft Excel, Bloomberg, Discretionary..., Hedge Funds, Investment Management, Securities, Alternative Investments, Wealth Management, Portfolio Management, Morningstar, Equities, Investments
Atif Awan
QC AML/KYC EMEA at J.P. Morgan Chase & Co.
Banking
Education
University of Gloucestershire 2009 — 2010
Master of Business Administration (M.B.A.), International Business
Association of Certified Anti-Money Laundering Specialists (ACAMS)
ACAMS
International Compliance Association (ICA)
ICA Specialist Certificate, Money Laundering Risk in Capital Market
Chartered Institute for Securities and Investment
CISI Certificate, Combating Financial Crime
Infoline 2014 — 2014
Certificate, FCA Supervision & Enforcement 2014
Chartered Institute for Securities and Investment
CISI Professional Refresher Certificate, Anti-Money Laundering
University of Oxford
Certificate, Successful Change Management
Chartered Institute for Securities and Investment
CISI Professional Refresher Certificate course, Conduct Risk
Experience
JPMorgan Chase & Co. June 2014 - Present
Santander Consumer Bank SA 2014 - 2014
Bank of America 2013 - 2013
Lloyds Banking Group 2011 - 2012
Skills
Stakeholder Management, Business Analysis, Time Management, AML, Quality Assurance, Auditing, Financial Services, Policy, UK Bribery Act, Anti-corruption, Change Management, Compliance, Relationship Management, Anti Money Laundering, Financial Risk, Accounting, Credit Risk, Sanction, Operational Risk, Retail Banking, KYC, CTF, Business Strategy, Risk Management, CDD, Banking, Credit Cards
Atif Mughal
Administrator
Retail
Education
Akona Ltd Training Centre 2012 — 2012
NVQ, Certificate in Spectator Safety Level 2, Pass
Chartered Institute for Securities and Investment 1999 — 1999
IAQ Introduction to Securities and Investments Certificate Level 1, Pass
Polytechnic of East London 1989 — 1991
Bachelor’s Degree, Chemical Science, Uncompleted
Nene College, Northampton 1986 — 1989
BTEC Higher National Diploma and BTEC National Certificate, Science, Pass
Stratford Comprehensive School, London 1980 — 1986
9 CSE's & 'O' Levels including English and Mathematics, Pass
Experience
Super Look Clothing January 2015 - Present
Aldersbrook Estates August 2012 - September 2014
Partap Properties August 2010 - July 2012
Blackberry Estates January 2007 - December 2009
Eastside Property Services January 2004 - December 2006
Various Temporary Roles October 2001 - December 2003
INVESCO GT Fund Managers February 2000 - September 2001
Prudential Collective Investments Limited September 1996 - January 2000
Various Temporary Roles July 1996 - September 1996
Framlington Unit Management Limited February 1994 - June 1996
Skills
Compliance, Call Centers, Complaint Investigations, Unit Trusts, Online Retail, Legal Administration, Real Estate, ISAs, Customer Service, Stock Transfer, Help Desk Support, Office Administration, Unit Investment Trusts, OEIC, Financial Markets, Lettings, Sales, Data Entry, Fund Administration, Lettings Administration, Offshore Funds, Financial Services
Barry Kennedy
Senior Portfolio Manager at Davy
Financial Services
Education
University College Dublin
Professional Diploma in Financial Advice, QFA
ACCA
FCCA
Chartered Institute for Securities and Investment
MCISI
University of Limerick
Bachelors, Business Studies (Accounting & Finance)
Galway-Mayo Institute of Technology
St. Joseph's Patrician College Galway
Park College
Registered Representative of the Irish Stock Exchange
Experience
Davy September 2013 - Present
Goodbody Stockbrokers 1997 - 2013
Skills
Business Analysis, Asset Management, Financial Advisory, Strategic Financial..., Hedge Funds, Risk Management, Fixed Income, Investments, Bloomberg, Bonds, Finance, Wealth Management, Equities, Portfolio Management, Asset Managment
Ben Coulson
Dealer at Capita Asset Services
Investment Management
Education
West Leeds High School 2004 — 2009
Chartered Institute for Securities and Investment
Investment Operations
Experience
Capita Asset Services February 2015 - Present
Lloyds Bank Private Banking August 2012 - March 2014
Lloyds Banking Group June 2011 - August 2012
Lloyds Banking Group March 2010 - June 2011
Skills
Savings, Protection, General Insurance, Consumer Lending, Investments, Trading, Microsoft Dynamics, Wealth Management, Stakeholder Management, Manage Client..., Client Aquisition, Recruitment Advertising, Debt Management, Investment..., Fraud Detection, Retail Banking, HR Consulting, Private Banking
Benjamin Main
Senior Investment Consultant at Hargreaves Lansdown
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2014
Introduction to Securities & Investment
University of the West of England 2012 — 2014
Master of Science (MSc), Estate Management
University of Plymouth 2009 — 2012
Bachelor of Science (BSc), Business Economics, 2:1 (Hons)
Experience
Hargreaves Lansdown April 2015 - Present
Hargreaves Lansdown November 2013 - March 2015
Savills July 2012 - August 2012
Skills
Equities, Investments, Venture Capital, Portfolio Management, REIT, Wealth Management, Mutual Funds, Investment Strategies
Benjamin Sayer
Associate Director, Oil & Gas, Corporate Banking
Financial Services
Education
Chartered Institute for Securities and Investment 2013 — 2013
Corporate Finance Certificate, Pass (78%)
Institute of Financial Services, School of Finance 2012 — 2013
BSc in Banking Practice and Management, Banking and Financial Services, Merit Pass (Predicted)
Institute of Financial Services, School of Finance 2011 — 2012
Professional Diploma in Banking Practice and Management, Banking and Financial Services, Merit Pass (68%)
Aston University 2008 — 2009
MSc, Work Psychology and Business, Distinction (73%)
The Manchester Metropolitan University 2005 — 2008
BSc, Psychology, 2.1 (68%)
Experience
HSBC April 2015 - Present
HSBC February 2014 - April 2015
HSBC May 2012 - February 2014
HSBC April 2010 - April 2012
Skills
Banking, Credit Analysis, CRM, Portfolio Management, Corporate Finance, Management, Finance, Strategy
Bernadette McNeill
Financial Planning Manager at Santander UK
Financial Services
Education
Queen's University Belfast 2003 — 2006
Bachelor of Science (BSc), Biomedical Sciences
Chartered Institute for Securities and Investment
Level 6 PCIAM & Level 6 Regulation & Compliance
Experience
Santander UK May 2015 - Present
Ramsey Crookall Stockbrokers and Investment Managers January 2011 - May 2015
Skills
OEICs, Microsoft Office, Banking, Strategic Planning, Financial Analysis, Risk Management, Finance, Capital Markets, Asset Allocation, Portfolio Management, Securities, Financial Planning, Stockbroking, Investments, Electronic Trading, Structured Products, Trading, UCITS, Foreign Currency..., Customer Service, ETFs, Budgets, Bond Markets, Wealth Management, Asset Management, Bloomberg, Equities, Management
Bradley Howard
Private Banking Executive at Barclays Key Clients and Family Offices
Financial Services
Education
University of Sydney 2011 — 2013
Masters of Commerce, Business Law, Commerce
Deakin University 2012 — 2012
ADA 1, Derivatives Adviser - Level 1
Gryphon Learning 2008 — 2008
RG-146 Tier 1
University of Technology, Sydney 2004 — 2007
Bachelor of Business, Finance, Banking
St Ignatius College 2000 — 2003
HIgh School Certificate, UAI - 92.35
Chartered Institute for Securities and Investment 2015 — 2016
Investment Advice Diploma, Finance, General
Experience
Barclays Wealth and Investment Management June 2013 - Present
UBS Wealth Management October 2010 - July 2012
Propex Derivatives March 2010 - September 2010
Empire Funds Management June 2008 - March 2010
Findlay & Co Financial Services Ltd September 2007 - June 2008
BNP Paribas February 2007 - June 2007
Skills
Private Banking, Securities, Investment Strategies, Investments, Options, Derivatives, Risk Management, Financial Markets, Wealth Management, Trading, Capital Markets, Equities, Bloomberg, Portfolio Management, Fixed Income
Brian Liu
Associate Director at Symvan Capital
Venture Capital & Private Equity
Education
Chartered Institute for Securities and Investment 2014 — 2014
CISI Level 4 - UK Regulation & Professional Integrity, Investments and Securities
College of Law 2010 — 2011
LPC, Legal Practice Course
King's College London, U. of London 2009 — 2010
LLM, International Financial Law
Brunel University 2006 — 2009
LLB, Law
Experience
Symvan Capital January 2015 - Present
CSS Partners LLP January 2014 - January 2015
Workshare February 2012 - January 2014
Skills
Collaboration, Start-ups, Private Equity, Finance, Account Management, Brokerage, Cloud Computing, B2B, Solution Selling, Client Development, Sales, Venture Capital, Fundraising, Sales Process, Management, Corporate Finance, Mobile Devices, Salesforce.com, Investments, Strategic Partnerships, New Business Development, SaaS, Security, Enterprise Software, Lead Generation, Relationship Management
Buford Scott
Managing Partner at Stelrox Capital Management LLP
Investment Management
Education
INSEAD 2012 — 2012
Leadership Development Programme
Chartered Institute for Securities and Investment 2002 — 2002
Certificate in Investment Management
University of Virginia 1982 — 1986
BA, International Relations / Economics
Experience
C-View Limited November 2014 - Present
Stelrox Capital Management LLP July 2014 - Present
Standard Chartered Bank 2004 - June 2014
Standard Chartered Bank Pension Fund 2012 - 2014
JPMorgan Chase 1999 - 2004
Merrill Lynch 1998 - 1999
AIG Trading 1994 - 1998
Goldman Sachs 1993 - 1994
International Metals & Minerals 1990 - 1993
Philipp Brothers Inc. ('Phibro'), division of Salomon Brothers 1986 - 1990
Skills
Managed Funds, Investment Management, Trading, Pension Funds, Quantitative Investing, Index Funds, Base Metals, Precious Metals, Derivatives, Foreign Exchange, Alternative Investments, Structured Products, Commodity Markets, Soft Commodities, FX Options, Managed Futures, FX, Portfolio Management
Catherine Cran
Financial Services
Education
Chartered Institute for Securities and Investment 2013 — 2014
CISI Level 3 in Securities, Investment Operations Certificate
University of Brighton 2002 — 2006
Bachelor's degree, Business, Management, Marketing, and Related Support Services
The Chartered Institute of Management Accountants
CIMA Certificate
Experience
Nomura November 2013 - Present
Chris Graley
European Risk Specialist at Old Mutual Wealth
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
Managing Operational Risk in Financial Institutions
Chartered Institute for Securities and Investment 2012 — 2015
Diploma in Operational Risk
Chartered Institute for Securities and Investment 2013 — 2013
Advanced Operational Risk
Chartered Institute for Securities and Investment 2012 — 2012
Operational Risk
The Institute of Risk Management 2011 — 2011
SIRM, Risk Management in Financial Services
The Institute of Risk Management 2009 — 2010
CIRM, International Certificate in Risk Management
Southampton Solent University 2005 — 2008
BA (Hons) Business Management
Experience
Old Mutual Wealth January 2013 - Present
Skandia October 2011 - January 2013
Skandia November 2008 - October 2011
Nash Williams Management July 2008 - October 2008
Skandia June 2007 - September 2007
Barclays Bank June 2006 - September 2006
Barclays Bank December 2001 - October 2005
Barclays Wealth September 2003 - December 2003
Skills
Operational Risk..., Stakeholder Management, Enterprise Risk..., AML, Basel II, Governance, Process Improvement, Banking, Business Analysis, Financial Risk, Analysis, Solvency II, Operational Risk, Risk Management, Financial Services, Market Risk
Christina Robertson
SST Assistant Postgraduate Business and Management at The Open University
Education Management
Education
The University of Edinburgh 2014 — 2017
PGDip, Psychotherapy
BPP University 2014 — 2014
Investment Management Certificate (IMC) Unit 1: The Investment Environment
Chartered Institute for Securities and Investment 2012 — 2012
Investment Operations Certificate
University of Bristol 2006 — 2011
Bachelor of Arts (B.A. hons), German
George Heriot's School
Experience
The Open University November 2014 - Present
CHILDREN 1ST June 2014 - November 2014
Artemis Investment Management September 2012 - June 2014
Artemis Investment Management June 2011 - August 2012
British Council 2009 - 2010
Skills
Staff Development, Nonprofits, Training, Volunteer Management, Investments, Fundraising, Event Management, Teaching
Christopher Hawtin
Associate at Swiss Global
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2015
International Certificate in Wealth and Investment Management
Chartered Institute for Securities and Investment 2013 — 2014
Introduction to investments
Experience
Swiss Global Consulting December 2014 - Present
Globaleye September 2013 - December 2014
Skills
Wealth, Estate Planning, Financial Planners, Pensions, Financial Planning, Financial Advisory, Alternative Investments, Asset Allocation, Retirement, Asset Management, Wealth Management, Life Insurance, Strategic Financial..., Investments, Investment Advisory, Investment Strategies, Mutual Funds, Inheritance Tax Planning, Wealth Management..., Portfolio Management, Retirement Planning
Colin MacKenzie
Executive Director at Coutts & Co
Banking
Education
Chartered Institute for Securities and Investment
Chartered Fellow
The University of Stirling 1978 — 1983
BSc (Hons), Management Science & Technology Studies
Inverness Royal Academy 1974 — 1978
Experience
Coutts & Co November 2007 - Present
Merrill Lynch 2004 - 2007
MeesPierson 2001 - 2003
Credit Suisse Private Banking 1997 - 2001
United Friendly Insurance 1990 - 1997
Edinburgh Fund Managers 1989 - 1990
British Investment Trust 1983 - 1989
Skills
Securities, Portfolio Management, Hedge Funds, Asset Allocation, Equities, Wealth Management..., Relationship Management, Financial Advisory, Fixed Income, Mutual Funds, Investment Management, Wealth, Asset Management, Investments, Investment Strategies, Wealth Management, Alternative Investments
Cátia Correia Vicente
Financial Consultant
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
Risk in financial markets, risk in financial markets
CFA Institute 2013 — 2013
Level I, cfa level 1
Universidade Técnica de Lisboa 2002 — 2006
Economics, Economics
Experience
Nfoque June 2014 - Present
Banco BPI July 2007 - Present
Capgemini August 2006 - June 2007
Dada Abimbola Oladeinde
M.A. in Accounting, ACSI
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2015
Investment Operations Certificate, ACSI
Griffith College Dublin 2014 — 2015
Diploma, Investment Operations and Compliance
Letterkenny Institute of Technology 2013 — 2014
Master's of Art in, Accountng
Waterford Institute of Technology 2011 — 2013
B.A, in Financial Services
CAP 1 Chartered Accountants Ireland 2011 — 2012
The Institute of Accounting Technicians in Ireland 2009 — 2011
Qualified Accounting Technician
IPASS Payroll Technicians 2009 — 2010
Dundalk Institute of Technology 2009 — 2009
The Open University, Milton Keynes, UK 2002 — 2003
Passed 3 modules in ICT
Experience
Letterkenny Institute of Technology April 2014 - July 2014
Skills
Time Management, PowerPoint, Teamwork, Microsoft Office, Microsoft Word, Accounting, Project & Performance..., Credit Analysis, Auditing, Customer Service, Documentation Skills, Finance, Financial Reporting, Social Media, Project Management, Microsoft Excel, Critical Thinking, Financial Analysis, Financial Accounting, Research
Daniel Cluskey ACSI
Liquidity Manager, HSBC Bank Plc
Financial Services
Education
ifs University College 2010 — 2012
Kingston College 2005 — 2007
Economics, Business Studies, Accountancy, Law, Economics, Business and Accountancy
Raynes Park High School 2001 — 2005
11 GCSE's, 3 grade A, 8 grade B, GCSE exams including Business and French
Chartered Institute for Securities and Investment
Managing Operational Risk in Financial Institutions
CFA Society UK
Investment Management Certificate
Experience
HSBC Bank Plc December 2013 - Present
HSBC Bank Plc April 2013 - December 2013
HSBC Bank Plc September 2007 - April 2013
River Island July 2006 - August 2007
Revive Juice Bars Ltd December 2006 - July 2007
Skills
Wealth Management, Financial Risk, Protection, Trusts, Risk Management, Commercial Banking, Branch Banking, Loans, EBA, Financial Advisory, Residential Mortgages, Anti Money Laundering, Crest, Insurance, Time Management, Liquidity Risk, Pensions, Payments, Payment Systems, Target2, Banking, Employee Engagement, Process Improvement, Project Management, Reference Data, User Acceptance Testing, Credit, Financial Services, Liquidity Management, Investments, Operations Management, BACS, Financial Planning, Strategic Financial..., Stress Testing, Relationship Management, Mortgage Lending, Customer Service, Finance, Cross Selling, Credit Risk, SWIFT Messaging, Cash Management, Management, Sales, Treasury, Credit Analysis, Branch Management, Performance Management, Financial Analysis
Daniel Evans, ACSI
Manager (Listings & Development) at GSX
Financial Services
Education
Chartered Institute for Securities and Investment
Regulation & Compliance
University College London, U. of London 2009 — 2012
Bachelor of Arts (BA), Philosophy, 2:1
King's College School, Wimbledon 2003 — 2008
International Baccalaureate, 42
Danes Hill 1996 — 2003
Experience
Gibraltar Stock Exchange August 2014 - Present
Skills
Investments, Asset Management
Daniel Halliday
Administrator at Pantheon Financial Ltd
Financial Services
Education
Chartered Institute for Securities and Investment 2013 — 2014
CISI Level 3 Certificate in Investment Operations, Pass
Northumbria University 2010 — 2013
Bachelor's Degree, Accounting, 2:1
Durham New College 2008 — 2010
BTEC Level 3 in Business, Double Distinction
Durham New College 2007 — 2008
AS English Language & Physical Education, D
Sedgefield Community College 2002 — 2007
11 G.C.S.E's or equivalent, A-C
Experience
Pantheon Financial Ltd May 2015 - Present
Capita Asset Services September 2013 - May 2015
Saks Accounting Services September 2012 - May 2013
Select Financial Solutions September 2009 - September 2011
Skills
Asset Management, Valuation, Financial Statements, Financial Analysis, Account Reconciliation, Mutual Funds, Fixed Income, Securities, Analytical Skills, Derivatives, Investment Strategies, Teamwork, Problem Solving, Fund Administration, Investments, Data Analysis, Equities
Daniel Kay
Assistant Manager at Deloitte UK
Management Consulting
Education
Chartered Institute for Securities and Investment 2014 — 2016
CISI Diploma
University College London, U. of London 2010 — 2013
Bachelor of Science (BSc), History, Philosophy and Social Studies of Science
Experience
Deloitte UK September 2015 - Present
Deloitte UK September 2014 - August 2015
Deloitte UK October 2013 - August 2014
Skills
Management Consulting, Corporate Governance
Daniel O'Hara
Senior Marketing Executive at Chartered Institute for Securities & Investment (CISI)
Financial Services
Education
Chartered Institute for Securities and Investment 2014 — 2015
Introduction to Securities and Investment
Chartered Institute for Securities & Investment 2013 — 2013
Fundamentals of Financial Services, Financial Services
University of Exeter 2010 — 2011
MSc, Marketing
University of Exeter 2007 — 2010
BA, Politics
Experience
Chartered Institute for Securities & Investment (CISI) April 2014 - Present
Chartered Institute for Securities & Investment April 2013 - April 2014
CABI December 2011 - March 2013
Elsevier October 2011 - November 2011
Cicada Online Ltd August 2010 - September 2011
Skills
B2B, Market Research, Social Media, CRM, Marketing Communications, Client Liaison, Copywriting, SEO, Online Marketing, Sales Presentations, Market Analysis, Manage Client..., Social Media Marketing, Marketing, Email Marketing, Digital Marketing
Danielle Hogg
Senior Unit Trust Compliance Consultant at Virgin Money
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
ACSI, Investment Operations Certificate
Institute of Chartered Accountants of Scotland 2009 — 2012
CA, Chartered Accountancy
University of Strathclyde 2005 — 2009
1:1 BA(Hons), Accounting and Finance
Larbert High School 1999 — 2005
Experience
Virgin Money October 2014 - Present
State Street November 2013 - October 2014
State Street October 2012 - October 2013
RSM Tenon August 2009 - October 2012
RSM Tenon July 2008 - September 2008
Skills
Finance, OEIC, Statutory Audit, External Audit, Fund Accounting, Financial Accounting, Sage Accounts Production, Financial Reporting, Statutory Accounting, Financial Services, Microsoft Excel, Corporate Tax, Unit Trusts, Tax
Dave Hooks
CIMA Diploma in Management Accounting
Accounting
Education
The Chartered Institute of Management Accountants 2013 — 2014
Diploma in Management Accounting, Pass
The Chartered Institute of Management Accountants 2010 — 2013
Certificate in Business Accounting, Pass
Sage 50 Accounts 2008 — 2008
Certification
Chartered Institute for Securities and Investment 1999 — 2004
IAQ's, Pass
Anglia Ruskin University 1995 — 1998
Bachelor of Science (BSc), Optical Management, 2:1
Experience
Net 23 August 2006 - August 2012
Trademark Records August 2004 - August 2006
Mellon European Fund Services December 1998 - April 2004
Barclays UK September 1998 - December 1998
Skills
Finance, Financial Reporting, Financial Analysis, Microsoft Office, Accounting, Coaching, Time Management, Business Planning, Financial Accounting, Team Leadership, Project Planning, Performance Management, Microsoft Word, Income Tax, New Business Development, Management Accounting, Microsoft Excel, Bookkeeping, Tax
David Dry
Group Compliance and Data Security Manager at Smart Currency Group
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2016
Bachelor’s Degree, Diploma in Investment Compliance
ACAMS 2015 — 2015
Certified Anti-Money Laundering Specialist (CAMS ) Certification
University of Westminster 2013 — 2013
PRINCE2, Project Management, Practitioner
CIMA 2008 — 2011
ACMA, Management Accounting
WU (Vienna University of Economics and Business) 2008 — 2008
International Business Management Summer School
Lancaster University 2007 — 2008
MSc, Management, Pass
Lancaster University 2004 — 2007
Bachelor's Degree, Political Science (Secondment), 1st Class
University of California, Davis 2005 — 2006
Undergraduate Exchange Year, Political Science and Government
The Whitby High School 1997 — 2004
Experience
Smart Currency Exchange August 2012 - Present
QinetiQ December 2011 - August 2012
Xchanging July 2010 - December 2011
Xchanging March 2010 - June 2010
Xchanging September 2008 - March 2010
Skills
Vendor Management, Offshoring, PMO, Financial Services, Negotiation, Sales, Executive Management, Financial Risk, Shared Services, Business Analysis, Program Management, Training, Team Management, Analysis, Financial Analysis, CRM, PRINCE2, Operations Management, Business Transformation, Management, Finance, Human Resources, Risk Management, Governance, Budgeting, Team Leadership, Banking, Strategy, Business Process, Management Consulting, Portfolio Management, Forecasting, Outsourcing, Business Development, Project Management, Managerial Finance, New Business Development, Strategic Planning, Budgets, Business Process..., Business Strategy, Stakeholder Management, BPO, Process Improvement, Service Delivery, IT Strategy, Leadership, Relationship Management, Project Delivery, Change Management
David Joshua
Corporate & Fiduciary Investment at Standard Bank, Chartered FCSI
Financial Services
Education
The Chartered Banker Institute 2013 — 2015
Chartered Banker
Chartered Institute for Securities and Investment 2011 — 2011
Master’s Degree, Wealth Management
University of Nottingham 2002 — 2006
McGill University 2003 — 2004
Sandhurst Army Officer Scholarship 2000 — 2004
Military
Experience
Standard Bank November 2014 - Present
Santander Corporate Bank June 2013 - November 2014
HSBC Global Asset Management June 2010 - June 2013
Fidelity International, Fidelity Wealth Management March 2009 - June 2010
Fidelity International September 2007 - March 2010
HSBC December 2006 - June 2007
PwC August 2001 - February 2002
Skills
Financial Risk, Banking, Sales, Financial Markets, Valuation, Business Development, Equities, Investment Management, Management, Financial Services, Asset Managment, Bloomberg, Investment Strategies, Portfolio Management, Asset Allocation, Trading, Alternative Investments, Mutual Funds, Relationship Management, Investments, Wealth, Derivatives, Fixed Income, Risk Management, Pensions, Hedge Funds, Wealth Management, Asset Management
David Rowe-Francis
AntiMoney Laundering, Sanctions, AntiBribery & Corruption Policy Manager at Royal Bank of Scotland
Investment Banking
Education
Nottingham Business School, Nottingham Trent University 2006 — 2009
Master’s Degree, Financial Crime Risk Management
Association of Certified Anti-Money Laundering Specialists
Chartered Institute for Securities and Investment
Financial Crime and Compliance, Financial Crime and Compliance
Birmingham City University
Master’s Degree, Audit and Consultancy
Experience
Royal Bank of Scotland February 2014 - Present
RBS Markets & International Banking September 2006 - February 2014
The Law Society 2002 - 2006
Skills
Financial Services, Change Management, Middle Office, Operational Risk..., Financial Risk, Stakeholder Management, Credit Risk, Operational Risk, Back Office, Portfolio Management, Risk Management, Governance, Market Risk, Private Equity, Management, Basel II
Deepak Lalwani Idnani
Bussiness expansion and Development
Telecommunications
Education
Chartered Institute for Securities and Investment 2014 — 2015
CISI Diploma Finance, Finance
University of the West of England 2014 — 2015
Postgraduate Diploma With Distinction, Finance
Universidad de Las Palmas de Gran Canaria 1998 — 2001
Computer Engineering, Information Technology
British School of Gran Canaria 1991 — 1998
IB, IB
Experience
University of the West of England July 2015 - Present
Englooba January 2013 - Present
SIMANTIA DISTRIBUCINES Y SERVICIOS SL April 2012 - Present
SITARIA DISTRIBUCIONES Y SERVICIOS SL August 2009 - Present
THE PHONE CENTER January 2001 - Present
Skills
Mobile Devices, Product Management, Business Strategy, Security, Business Development, Dirección y desarrollo..., New Business Development, Project Management, VoIP, Gestión de productos, Creación y desarrollo..., MySQL, Gestión de proyectos, Wireless, PHP, Sales Management, Telecomunicaciones, Gerencia de ventas, Team Leadership, Networking, Liderazgo de equipos, Team Management, Telecommunications, Web Development, Business Analysis, Estrategia empresarial, JavaScript, Software Development
Dimitrios Kanellopoulos
Senior Financial Crime and AML Surveillance Analyst at Standard Bank Group
Banking
Education
Chartered Institute for Securities and Investment 2015 — 2016
Diploma in Investment Compliance
International Compliance Association 2013 — 2013
ICA Diploma in Anti Money Laundering, Distinction 73%
Athens University of Economics and Business 2002 — 2010
Bachelor of Science (BSc), Information Technology
American College of Greece
Experience
ICBC Standard Bank Plc September 2014 - Present
Royal Bank of Scotland May 2012 - August 2014
Royal Bank of Scotland January 2012 - May 2012
Royal Bank of Scotland September 2010 - January 2012
Royal Bank of Scotland November 2009 - September 2010
EKEMS November 2009 - August 2010
Athens University of Economics and Business February 2007 - September 2007
Self-employed private tutor September 2001 - June 2006
British Providence S.A. 2003 - 2003
Skills
Corporate Finance, Investment Banking, Commercial Banking, Training, Risk Management, SWIFT payments, Self Starter, AML, Financial Analysis, FX Options, Economics, Strategy, Results Oriented, Risk Assessment, Banking, Payments, Internal Audit, Retail Banking, Core Banking, Internal Controls, Finance, Analysis, Governance, Operational Risk..., Back Office, Portfolio Management, KYC, Credit Risk, MIS, Due Diligence, Financial Services, Management, Operational Risk, Fraud, Market Risk, Team Spirit, Anti Money Laundering, Derivatives, Goal Oriented, Business Analysis
Duncan Arthur
Paraplanner at EIC Ltd
Financial Services
Education
Chartered Institute for Securities and Investment 2013 — 2013
IOC, Investments and Securities
University of Aberdeen 2008 — 2012
MA (Hons) in Finance, Finance and Financial Management Services, 2.1
Loretto School 2003 — 2008
A-Levels
Experience
EIC Ltd June 2015 - Present
Acumen Financial Planning April 2014 - June 2015
Baillie Gifford October 2013 - April 2014
Russell Investments November 2012 - November 2013
Aberdeen Asset Management July 2011 - August 2011
Skills
Customer Service, Marketing, Organization, Equities, Social Media, Event Management, Economics, Team Leadership, Analysis, Events Organisation, Teamwork, Public Speaking, Negotiation, Research, Portfolio Management, Finance, Time Management, Market Research, Coaching, Marketing Communications, Public Relations, Investments, Business Strategy
Elias Papas
Supervisor
Financial Services
Education
Institute of Chartered Accountants in England and Wales 2011 — 2014
University of Surrey 2008 — 2011
Bachelor of Science (BSc), Accounting and Finance, Upper Seond Class (2:1)
Chartered Institute for Securities and Investment
Corporate Finance
Experience
KPMG Cyprus December 2014 - Present
KPMG Cyprus September 2011 - Present
KPMG Cyprus July 2010 - August 2010
Skills
Due Diligence, External Audit, Financial Advisory, Accounting, Corporate Finance, Corporate Tax, Assurance, IFRS, Tax Accounting, Auditing, Management, Microsoft Excel, Big 4, Financial Statements, Financial Analysis, Microsoft Office, Financial Reporting, Feasibility Studies
Elton Bulku
Auditor at Banco Santander
Accounting
Education
Chartered Institute for Securities and Investment 2015 — 2015
Risk in Financial Services
Association of Chartered Certified Accountants (ACCA) 2011 — 2014
Chartered Certified Accountant
University of Greenwich 2008 — 2011
BAhons, Accounting & Finance
Experience
Banco Santander November 2014 - Present
Baker Tilly April 2014 - November 2014
Department for Education March 2014 - August 2014
Baker Tilly March 2013 - March 2014
RSM Tenon November 2011 - March 2013
Skills
Financial Reporting, Auditing, Due Diligence, Internal Audit, Assurance, Management, Financial Statements, Business Advisory, Financial Risk, Analysis, Corporate Governance, Finance, Fraud, Risk Assessment, IFRS, Risk Management, Risk Analysis, Governance, Public Sector Consulting
Emma Brawley
Life Fund Administrator
Capital Markets
Education
Chartered Institute for Securities and Investment
IOC
University of The West of Scotland 2006 — 2009
Bachelor of Arts (BA), Business
Braidhurst High School 2000 — 2006
5 Scottish Highers
Experience
HSBC Global Banking and Markets August 2014 - Present
Skills
Teamwork, User Acceptance Testing, JD Edwards, Time Management, Accounting, Icon, Process Improvement, Customer Service, Performance Management, Account Reconciliation, Microsoft Office
Eric Rocha
Market Operations Analyst at LMAX Exchange
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
CISI Diploma, Capital Markets and Investment Compliance
Copenhagen Business School 2012 — 2013
Msc, Economics and Business Administration, 10
EGADE Business School 2012 — 2013
Master in International Business, International Business, 90
Universidad de Monterrey 2005 — 2010
B.A Economics, Economics, Finance, Marketing, Business Administration, 89
Experience
LMAX Exchange August 2014 - Present
Tumlare Corporation March 2013 - August 2013
Soriana June 2010 - September 2011
Whirlpool Corporation July 2009 - December 2009
Skills
CRM databases, Negotiation, Retail Category..., Demand Forecasting, Leadership, Management, Market Research, Marketing Management, Financial Advisory, Spanish, Marketing Analytics, English, Market Analysis, SAP, CRM Integration, Microsoft Office
Fabian De Smet
European Equity Sales at Berenberg
Capital Markets
Education
CFA Institute 2012 — 2013
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 2010 — 2012
Master of Science (MSc), Magna Cum Laude, 2nd of Promotion (83.67%)
Haute Ecole 'Groupe ICHEC - ISC Saint-Louis - ISFSC', Bruxelles 2007 — 2010
Bachelor of Science (BSc), Cum Laude (72.17%)
Chartered Institute for Securities and Investment
UK Financial Regulation, Capital Market Program
Experience
Berenberg January 2015 - Present
Bank Degroof August 2013 - December 2014
Bank Degroof January 2013 - June 2013
KBC Securities August 2011 - May 2012
Fatma Tunc
Ahli United Bank (UK) Plc
Banking
Education
Chartered Institute for Securities and Investment
Level 3 Certificate in Investment Operations (IOC)
Experience
Ahli United Bank (UK) Plc May 2006 - Present
Turkish Bank (UK) Limited April 2003 - April 2006
Skills
T-Bills, SWIFT Payments, FX Options, Clearstream, Payments, Fixed Income, SWIFT Messaging, Euroclear, Repos, Back Office, FX/MM, Banking, IRS, Corporate Actions, Settlement, Bonds
Fergus Clark
Principal Consultant at GBRW Limited
Banking
Education
Chartered Institute for Securities and Investment 2012 — 2012
Certificate in Investments (Securities & Derivatives)
University of Technology, Sydney 2001 — 2005
Bachelor of Laws (LLB) / Grad. Certificate (Legal Practice)
University of Technology, Sydney 1996 — 2000
Bachelor of Business
Experience
GBRW Limited July 2015 - Present
Fergus Clark Consulting January 2015 - Present
RBS Markets and International Banking January 2013 - October 2014
RBS Markets & International Banking April 2011 - January 2013
RBS Markets & International Banking August 2009 - April 2011
RBS Markets & International Banking December 2008 - June 2009
Contractor March 2008 - October 2008
Maddocks March 2006 - September 2007
Mirvac November 2005 - February 2006
Bank of Scotland July 2003 - October 2005
Skills
FX Options, Due Diligence, Credit, Portfolio Management, Equities, Capital Markets, Financial Risk, Financial Services, Investment Banking, Trading, Swaps, Derivatives, Structured Finance, Credit Risk, Management, Banking
Francisco Javier Romera
Director en CaixaBank
Banking
Education
Chartered Institute for Securities and Investment 2013 — 2014
Certificate in Wealth Management
ESADE Business & Law School 2013 — 2014
Programa de Desarrollo de Liderazgo
Universitat Pompeu Fabra 2013 — 2014
Postgrado en Asesoramiento Financiero
Universidad San Pablo-CEU
Diplomatura, Economicas
Universitat Oberta de Catalunya
Licenciado, ADE
Experience
CaixaBank May 2013 - Present
CaixaBank December 2009 - April 2013
La Caixa April 2008 - December 2009
Skills
Riesgo de crédito, Finanzas corporativas, Consultoría de..., Dirección y desarrollo..., Banca, Español, Estrategia empresarial, Inglés, Negociación, Plan de negocio, Análisis financiero
Freddie Collins
Corporate Services at Beaufort Securities Ltd
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
University of Exeter 2011 — 2014
Bachelor's Degree, Mathematics with Finance
Haberdashers Adams' 2003 — 2010
High School, Maths, Further Maths, Physics, Economics and Chemistry
Birchfield School 1995 — 2003
Experience
Beaufort Securities Ltd April 2015 - Present
Catlin January 2015 - January 2015
Lloyd's of London December 2014 - December 2014
Berwin Leighton Paisner November 2014 - November 2014
CBRE UK June 2013 - June 2013
Skills
Public Speaking, Relationship Management, Research, Microsoft Excel, Finance, Maths, Microsoft Office, Computer Programming, Management
Gary O'Neill
Data Analyst at Bloomberg PolarLake
Financial Services
Education
National College of Ireland 2015 — 2016
Computer Science, Cloud Computing
National College of Ireland 2013 — 2014
Computer Science, Data Analytics, 2:1
Chartered Institute for Securities and Investment 2012 — 2012
Investment Operations Certificate
University of Ulster 2003 — 2006
BA (Hons) Management, Business Administration and Management, General
Experience
Bloomberg PolarLake May 2015 - Present
Citco Fund Services July 2014 - January 2015
Merrill Lynch January 2012 - July 2014
Asgard Wealth Solutions June 2010 - December 2011
Citi February 2008 - June 2010
PricewaterhouseCoopers February 2007 - February 2008
Skills
Trading, Financial Services, Databases, Bloomberg, Derivatives, XML, Python, Investments, Java, Statistics, Risk Management, Business Analysis, VBA, Fixed Income, Analytics, Financial Analysis, Microsoft Excel, Data Analysis, Cloud Computing, Securities, R, MySQL, SQL, Sales, Equities, Middle Office, Data Mining, Finance, Banking, Investment Banking, Analysis, Hedge Funds
George Parry
ACA Trainee at Crowe Clarke Whitehill LLP
Accounting
Education
Chartered Institute for Securities and Investment 2015 — 2016
Institute of Chartered Accountants in England and Wales 2014 — 2016
The University of Hull 2010 — 2013
BSc, Psychology, 2:1
The British College of Benalmadena 2004 — 2010
A Level, Biology, Psychology & Physical Education, A
Stamford School 1999 — 2004
Experience
Central Markets August 2015 - Present
Crowe Clark Whitehill LLP March 2015 - Present
Smailes Goldie Chartered Accountants May 2014 - February 2015
Skills
Team Management, Negotiation, Risk Management, Coaching, Teamwork, Microsoft Word, Investments, Administration, Sales, Microsoft Excel, Team Leadership, Marketing, PowerPoint, Research, Banking, Budgets, Market Research, Financial Analysis, Statistics, Portfolio Management, Business Planning, Management, Analysis, Business Strategy, Customer Service, Teaching, Data Analysis, Time Management, Microsoft Office, Leadership, Recruiting, Insurance, Finance, Business Development
Graeme Paterson
Tax Manager at BNP Paribas Securities Services
Financial Services
Education
Chartered Institute for Securities and Investment
Investment Operations Certificate
Institute of Chartered Accountants of Scotland 2010 — 2013
CA
University of Aberdeen 2009 — 2010
Master's Degree, Accounting and Finance, Distinction
University of Aberdeen 2005 — 2009
LLB (Upper Second Class Honours) Law
Ellon Academy 1999 — 2005
High School
Experience
BNP Paribas Securities Services April 2015 - Present
BNP Paribas Securities Services May 2014 - April 2015
Deloitte September 2010 - April 2014
Skills
Big 4, External Audit, Tax, Corporate Tax, Financial Reporting
Graham Keable
Director, Specialist Real Estate Team, Barclays Bank
Financial Services
Education
Chartered Institute for Securities and Investment
Certificate in Corpoate Finance - FCA Approved Person
London Business School 2008 — 2008
Experience
Barclays Bank October 2010 - Present
Barclays October 2008 - October 2010
Barclays February 2004 - December 2006
Skills
Restructuring, Funding, Real Estate Economics, Project Finance, Investments, Equities, Financial Risk, Financial Structuring, Loans, Syndications, Finance, Real Estate, Structured Finance, Commercial Banking, Real Estate Development
Hasan Acar
Citigroup Wealth Management
Banking
Education
Chartered Institute for Securities and Investment
Investment Advice Diploma (IAD), Investments and Securities
University of Sussex 2010 — 2013
Bachelor of Laws (LLB), Company/Real Estate
Institute of Financial Services
Cert RBCB, Certificate in Retail Banking Conduct of Business
City and Islington College 2008 — 2010
A-Level Philosophy, English Language and Literature, History
Experience
Citi November 2014 - Present
Lloyds Banking Group November 2013 - November 2014
Skills
Company Law, Construction, Finance, Government, PowerPoint, Public Speaking, Westlaw, Legal Writing, Social Media, Risk Management, Customer Service, Banking, Research, Time Management, Military History, Dispute, Philosophy, Intellectual Property, Portfolio Management, Corporate Finance, Financial Analysis
Hazel Wilkinson
Operational Risk and Compliance Manager, Currently Seeking New Opportunities
Banking
Education
International Compliance Association 2015 — 2015
ICA Advanced Certificate in Compliance
British Bankers’ Association 2013 — 2013
Compliance Introduction Workshop
British Bankers’ Association 2013 — 2013
Introduction to Operational Risk
Chartered Institute for Securities and Investment 2006 — 2006
Certificate in Derivatives
Sheffield Hallam University 1997 — 2001
Bachelor’s Degree, 2.1
International Compliance Association
ICA Advanced Certificate in Compliance
Experience
Currently Seeking New Opportunities 2015 - Present
National Australia Bank 2012 - 2015
National Australia Bank 2009 - 2012
National Australia Bank 2006 - 2009
Yorkshire Bank 2003 - 2006
Ian McCabe
Trustee Administrator BNY Mellon
Financial Services
Education
Chartered Institute for Securities and Investment 2015 — 2015
Griffith College Limerick 2014 — 2015
Diploma
University of Limerick 1990 — 1994
Yes
Experience
BURKE SHIPPING GROUP July 2008 - July 2014
International Cargo Services Ltd. June 2006 - June 2008
Jenkinson Agencies Ltd. June 2000 - May 2006
Skills
Shipping, Advanced Excel, Air Freight, 3PL, Negotiation, International Logistics, Supply Chain, Freight, Supply Chain Management, Freight Forwarding, Transportation, Warehousing, IEA Modules completed -..., Management
Jacob Tyson
RFP Specialist
Financial Services
Education
Chartered Institute for Securities and Investment
Experience
Fidelity Worldwide Investment November 2014 - Present
FundsNetwork October 2013 - November 2014
FundsNetwork February 2012 - October 2013
Post Office October 2008 - February 2012
Skills
Customer Satisfaction, RFP, Editing, Marketing, Fixed Income, Product Marketing, OEIC, Coaching, Client Services, Asset Management, Investment Trusts, Proposal Writing, Emerging Markets
Jacopo Castelli
Equity and Derivative Trader at Albemarle Asset Management
Investment Management
Education
Università Commerciale 'Luigi Bocconi' 2009 — 2011
Master of Science (M.S.)
Università Cattolica del Sacro Cuore 2006 — 2009
Bachelor of Business Administration (B.B.A.)
Exchange Program at EBS London, UK 2008 — 2008
Chartered Institute for Securities and Investment
Experience
Albemarle Asset Management November 2014 - Present
Edmond de Rothschild March 2014 - December 2014
Mediolanum Asset Management November 2012 - December 2013
Delphos Asset Management June 2012 - August 2012
PKB bank January 2012 - April 2012
Bedlam Asset Management July 2010 - August 2010
Jacqui Hurst
Financial Services Professional
Investment Management
Education
City & guilds 2009 — 2010
Level 4 Preparing to teach in the lifelong learning sector, Adult and Continuing Education and Teaching, PTTLS
Chartered Institute for Securities and Investment 2005 — 2007
Associate’s Degree, Investments and Securities
Reading College of Technology 1979 — 1981
BEC in Business Studies, Distinction
Spalding High School, Spalding Lincolnshire 1973 — 1977
7 GSE's
Experience
Towry November 2010 - May 2014
Atlantis Estate Agents August 2010 - October 2010
PURLEY PARK TRUST LIMITED April 2010 - August 2010
Invesco Ltd. June 2007 - April 2009
Invesco Perpetual September 2003 - June 2007
Prudential Assurance February 2001 - September 2003
PANELESS SERVICES LIMITED May 1997 - December 2000
MMA Assurances September 1990 - June 1993
The Co-operative Bank plc October 1978 - April 1988
Skills
Leadership, Training, Sales, VAT, PowerPoint, Microsoft Excel, Investment Management..., Customer Service, Investments, Account Reconciliation, First Aid, Management, Microsoft Word, Project Management, Payroll, Relationship Management, Research, Microsoft Office, Financial Services