Rayleigh, Essex, United Kingdom
Business and Risk Manager at Coutts
Banking
Education
Chartered Institute for Securities and Investment 2013 — 2013
CISI Private Client Investment Advice & Management (Level 6), Private Client Investment Advice & Management
Chartered Insurance Institute 2009 — 2011
Diploma in Financial Planning, Financial Planning and Services
Basildon College of FE 1981 — 1983
B/Tec National Cert, Business Studies
Appleton School 1977 — 1981
O levels, English, Maths, Geography, History
Experience
Coutts March 2013 - Present
Santander UK January 2010 - March 2013
Santander UK May 2004 - January 2010
Abbey National plc April 1991 - May 2004
Skills
Loans, Residential Mortgages, AML, Mutual Funds, Portfolio Management, Relationship Management, Finance, Private Banking, Credit Cards, Investments, Mortgage Lending, Investment Strategies, Wealth Management..., Income Protection, Training, CRM, Funding, Risk Management, Asset Management, Coaching, Pensions, Retail Banking, Investment Advisory, Wealth Management, Commercial Banking, Strategy, Bonds, Credit Analysis, Operational Risk, Credit, Retirement Planning, Equities, Cross Selling, Financial Markets, Financial Advisory, Financial Risk, Financial Planning, Financial Services, Staff Development, Branch Banking, Structured Products, Operational Risk..., Banking, Strategic Financial..., Credit Risk, High Net Worth..., Wealth