Sandwich, Kent, United Kingdom
Head of Asset Management at Investaco Ltd. Providing a range of Alternative Investments & Asset Management Services
Financial Services
Education
MTD Sales Training 2015 — 2015
Sales Management, Professional Sales Manager - Endorsed by ISMM
Securities Institute, London 2002 — 2003
Investment Administration Qualification, Modules: Securities and Investments, FSA Regulatory Environment, Private Client Administration
Alleyn's School, Dulwich, London 1982 — 1986
A' Level - Business Studies, O' Level - Maths, English Language, English Literature, French, History, Sociology, Computer Studies
Experience
Investaco Ltd June 2014 - Present
Investaco November 2012 - April 2014
Barnes Marsland Solicitors 1997 - 2012
Hard Rock Cafe London 1988 - 1996
Mitsubishi UFJ Trust & Banking Corporation 1987 - 1988
Grindlays Bank 1986 - 1987
Skills
Customer Service, Business Strategy, High Net Worth..., Private Banking, Finance, Trusts, Legal Secretary, Negotiation, Estate Planning, Management, Business Travel..., Asset Management..., Organisational Skills, Team Management, Financial Services, Secretarial Skills, Research, Estate Tax Planning, Foreign Exchange Back-up, Asset Management, Investments, Personal Finance, Powers of Attorney, Wills, Executive Office..., Portfolio Management, Sales Management, Inheritance Tax Planning, New Business Development, Asset, Proofreading, Financial Advisory, Wealth Management..., Custody and Settlements, Guardianship, Alternative Investments