Liverpool, United Kingdom
Regional Manager Financial Planning BA(hons) Dip Cii
Banking
Education
Cii 2011 — 2011
Dip Cii
Edge hill university 1993 — 1996
BA (hons) European studies & french
Archbishop Beck High School 1986 — 1993
4 A levels, 9 GCSE's
Experience
Banco Santander May 2013 - Present
Banco Santander September 2011 - May 2013
Banco Santander January 2011 - September 2011
Banco Santander May 2001 - December 2010
McDonald's Corporation May 1996 - April 2001
Skills
Stakeholder Management, Wealth Management..., Financial Advisory, Editing, Business Planning, Team Management, Risk Management, Financial Risk, Sales Management, Portfolio Management, Sales, Management, Microsoft Excel, Performance Management, Loans, Credit Cards, Bancassurance, Investment Advisory, Critical Illness, Cross Selling, Investments, Research, Insurance, Outlook, Pensions, Financial Analysis, Training, Income Protection, Customer Service, Structured Products, Financial Regulation, Team Leadership, Banking, Private Banking, Retail, Mortgage Lending, Coaching, Microsoft Office, High Net Worth..., Savings, Wealth, Teamwork, Financial Services, Holistic Financial..., Residential Mortgages, KYC, Retirement Planning, Microsoft Word, Retail Banking, Relationship Management