United Kingdom
Principal at Vistaara Financial Solutions
Financial Services
Education
IFS School of Finance 2010 — 2012
CeMAP, Certificate in Mortgage Advice & Practise, Pass
Queen Mary, U. of London 2001 — 2005
BSc (Hons), Physical Geography / Environmental Science
Saint Bonaventures School 1993 — 1998
10 GSCE's Grade A-C, GCSE
Experience
Vistaara Financial Solutions May 2015 - Present
Embrace Mortgage Services May 2014 - May 2015
Nationwide Building Society October 2013 - May 2014
NatWest September 2012 - October 2013
Countrywide Mortgage Services February 2011 - October 2012
Elite Mobile Limited May 2010 - December 2010
RCS Designs March 2006 - February 2010
Paul's Fruit May 2005 - May 2007
Skills
Relationship Management, Customer Service, Investment Advisory, Loans, Banking, Coaching, Private Banking, Strategic Planning, Customer Relations, Residential Mortgages, Team Building, Mortgage, Wealth Management, Mortgage Lending, Insurance, Certified Mortgage..., Mortgage Marketing, Strategic Financial..., Pensions, Process Improvement, General Insurance, Product Development, Retail, Funding, Income Protection, Wealth, Savings, Mentoring, Budgets, Critical Illness, CRM, Investments, Compliance, People Management, Problem Solving, Team Leadership, Financial Advisory, Financial Planning, Financial Services, New Business Development, Budgeting, Real Estate, Operations Management, Protection, Commercial Mortgages, Leadership, Credit, Performance Management, Sales Management, Management