European Graduates

Nigel Rudd

Peterborough, United Kingdom
CONSULTANT at EXECUTIVE SMC CONSULTANCY
Government Administration

Education
ifs University College   2014 — 2015
CeMAP, Certificate of Mortgage Advice and Protection

The Open University Business School   1996 — 1997
Master of Business Administration (M.B.A.)

University of Nottingham   1974 — 1977

Okehampton Community College   1969 — 1974

Woolverstone Hall School   1966 — 1969

Experience
EXECUTIVE SMC CONSULTANCY   January 2015 - Present
Change Agents UK   July 2008 - Present
International Chambers of Commerce and World Chambers Federation   July 2013 - December 2014
British Chambers of Commerce   April 2011 - December 2014
CLG Government Office East Region   August 2009 - July 2011
National Assemby for Wales   September 2008 - August 2009
East Midlands Regional Assembly   July 2003 - March 2008
Corby Borough Council   January 1998 - July 2003
Copeland Borough Council   September 1996 - January 1998

Nikhil Kapoor

Dalkeith, Midlothian, United Kingdom
Mortgage and Protection Adviser at Bank of Scotland
Banking

Education
ifs University College   2014 — 2015
Certificate in Mortgage Advice and Practice (CeMAP), Banking and Financial Support Services

The University of Dundee   2010 — 2013
Bachelor of Science (BSc), Biomedical Sciences, General

George Heriot's School   2007 — 2010

Experience
Bank of Scotland   June 2015 - Present
Bank of Scotland   June 2014 - May 2015
Bank of Scotland   December 2013 - May 2014
Whitbread   August 2013 - December 2013
The Faith Mission Bookshop   April 2012 - August 2013

Skills
Mortgage Lending, Retail Banking, Financial Analysis, Loans, Finance, Risk Management, Financial Services, Credit Analysis, Credit Risk

Oliver Bartholomew

United Kingdom
Financial Services
Banking

Education
Chartered Institute for Securities and Investment   2015 — 2016
Chartered Wealth Manager, Financial Services & Wealth Management

ifs University College   2014 — 2014
Diploma in Financial Advice (DIPFA), Wealth Management, Financial Planning and Regulation, Currently Working

University of Durham   2009 — 2012
BA (Hons), Accounting & Finance, BA Hons 2:1

Pontefract NEW College   2007 — 2009
A level, Law - Economics - Sport & Finance and Geography

Kettlethorpe High School   2002 — 2007
GCSE Level study

Experience
Investec   July 2014 - Present
Co-operative Commercial Asset Management (CoAM)   March 2014 - June 2014
Lloyds Banking Group   January 2013 - 2014
Barclays   November 2012 - January 2013
Durham University   October 2009 - July 2012
Towers Watson   March 2012 - March 2012
Barclays   July 2011 - January 2012

Skills
Accounting, Experience of working..., Strategy, Financial Risk, Microsoft Excel, Investment Banking, Excellent verbal and..., Teamwork, Organised and..., Financial Analysis, Data Analysis, Finance, Team Leadership, Corporate Finance, Highly developed..., Strategic Financial..., Project Management, Financial Services, Experience of both..., Banking, PowerPoint, Business Strategy, Leadership, Financial Accounting, Time Management, Risk Management, Customer Service, Business Analysis, Analysis, Microsoft Office

Oliver McDonald DipFA

United Kingdom
Independent Financial Adviser
Banking

Education
ifs University College   2013 — 2014
DipFA

ifs University College   2010 — 2010
Certificate for Financial Advisers

Experience
IEP Financial Ltd   January 2015 - Present
Lloyds Bank   January 2014 - January 2015
Barclays UK Retail and Business Bank   November 2010 - January 2014
Barclays UK Retail and Business Bank   November 2009 - November 2010

Skills
Customer Service, Financial Advisory, Microsoft Word, Financial Services, Financial Planning, Relationship Management, Microsoft Office, Portfolio Management, Management, Retail Banking, Mortgage Lending, Investments, Client Relations, Independent Financial..., Protection Advice, Credit, Banking, Wealth Management, Finance, Personal Protection

Oliver Rowland

Nottingham, Nottinghamshire, United Kingdom
Personal Banking Manager at Nationwide Building Society
Financial Services

Education
ifs University College   2014 — 2015
Mortgage consultancy, Passed Ce-Map level 1,2,3

South Wolds Sixth Form College   2009 — 2011

South Wolds Community School   2004 — 2009

Experience
Nationwide Building Society   September 2014 - Present
Nationwide Building Society   September 2012 - August 2014
Rowland Properties   August 2011 - September 2012

Skills
Management, Leadership, Sales, Team Management, Customer Satisfaction, Client Rapport, Customer Service, Networking, Mortgage Consulting, Communication, Customer Relations

Oliver Thompson

London, United Kingdom
Portfolio Manager at Titlestone Property Finance
Real Estate

Education
ifs University College   2013 — 2015
Professional Certificate in Banking (PCertB Level 4), Banking, Corporate, Finance, and Securities Law, Level 4

Experience
Titlestone Property Finance   April 2014 - Present
Coutts   October 2012 - April 2014
NatWest   January 2011 - October 2012
Barclays   September 2009 - December 2011
Barclays   April 2008 - August 2009

Skills
Retail Banking, Complaint Management, Income Protection, Investments, Loans, Branch Banking, Relationship Management, Commercial Banking, KYC, Wealth Management, Risk Management, Telephone Manner, Finance, Credit, People Development, Cross Selling, Protection, Customer Service, Deposits, Mortgage Lending, Portfolio Management, Savings, FSA, Private Banking, Financial Services, Credit Cards, AML, Credit Risk, Banking, Payments, Customer Experience, Commercial Lending, Acquiring, Consumer Lending, Operational Risk

Oliver Wynn

London, United Kingdom
Client Specialist at Thomson Reuters
Financial Services

Education
ifs University College   2011 — 2014
Bachelor's Degree, Banking Practice and Management, 2.1

King's College Taunton   2006 — 2011

Experience
Thomson Reuters   January 2015 - Present
Thomson Reuters   June 2013 - December 2014
The Marlow Club   December 2012 - September 2013

Skills
Time Management, Microsoft Office, Change Management, Team Leadership, Equities, Team Management, Team Building, CRM, Strategy, Sales, Customer Service, Salesforce.com, Leadership, Business Development, Finance, Portfolio Management, Management

Olukayode Akomolafe MSc CeMAP MSCE PRINCE2

London, United Kingdom
Managing Director at KAY GLOBAL ESTATES LTD
Real Estate

Education
Plymouth University   2011 — 2012
Master of Science (MSc), Oil & Gas Management, MERIT

ifs University College   2004 — 2007
Bachelor's degree, Banking and Financial Support Services

Experience
Kay- Global Energy Resouces NIG LTD   February 2009 - Present
KAY GLOBAL MORTGAGE SERVICES   October 1997 - Present
KAY GLOBAL ESTATES UK   January 1997 - Present

Skills
Mortgage Lending, Life Insurance, EPC, Onshore, Risk Assessment, Project Engineering, Petrochemical, Real Estate Development, Project Control, Oil/Gas, Upstream, Gas, Commercial Mortgages, Offshore Drilling, Petroleum, Drilling, Energy, Mortgage Underwriting, CeMap Qualified, Real Estate Financing, Natural Gas, LNG

Otoniel Bispo do Carmo

London, United Kingdom
Financial Services

Education
Coventry University   2011 — 2014
Bachelor's degree, Finance and Investment, 2:1

ifs University College   2011 — 2014
Certificate in Financial Adviser, CeFA, Financial Planning and Services

London South Bank University   2010 — 2011
International Foundation Degree in Business, International Foundation Course in Business or Computing

Colegio Estadual Prefeito Luiz Guimaraes   1998 — 2000
Ensino Medio (Brazilian version of A-levels), 300 UCAS points

CFA Society of the UK   2015 — 2015
Investment Management Certificate, Financial Services

Experience
Philip Security   November 2010 - June 2015
Cande Natura   May 2013 - September 2013
Total Security Services   January 2010 - November 2010
Danson Security   July 2004 - December 2009

Skills
Communication, Takes ownership for..., Applied Mathematics, Eagerness to Learn, Teamwork, Customer Service, Management, Ability to work well..., Analytical Skills, Team Leadership, Microsoft Excel, Research, Portuguese, Highly motivated..., Time Management, Strong communication..., Microsoft Office

Owen Moran

Worcester, United Kingdom
Assistant Branch Manager Barclays Redditch
Financial Services

Education
ifs University College   2013 — 2014
CeMap

William Howard School, Brampton, Cumbria   1998 — 2005
Law and Business Studies, A Level

Experience
Barclays   June 2015 - Present
Barclays   September 2011 - June 2015
Barclays   July 2008 - September 2011
Cumberland Building Society   October 2006 - June 2008

Skills
Branch Management, Coaching, Finance, Management, Branch Banking, Performance Improvement, Performance Management, Team Leadership, People Development, Coaching Staff, Leadership, Office Administration, Sales Management, Hiring Employees, Customer Service

Patrick Balling

London, United Kingdom
Executive Management Trainee at HSBC
Banking

Education
ifs University College   2013 — 2015
Bachelor's degree, Banking Practice and Management

University of Bath   2009 — 2013
Bachelor of Arts (BA), Russian and Politics, First Class Degree

Voronezh State University   2012 — 2012
Russian Studies

Pushkin State Russian Language Institute   2011 — 2011
Russian Studies

Experience
HSBC   October 2014 - January 2015
HSBC Commercial Banking   March 2014 - September 2014
HSBC   September 2013 - March 2014
HSBC Commercial Banking   July 2012 - August 2012
HSBC Retail Banking and Wealth Management   July 2011 - August 2011
Disneyland Paris   July 2010 - August 2010
Disneyland Paris   April 2009 - August 2009

Skills
Foreign Languages, Commercial Banking, Business Analysis, Banking, Retail Banking, Financial Analysis

Patrick Gibbons

London, United Kingdom
Ringfencing Project Manager at HSBC
Financial Services

Education
Cardiff University / Prifysgol Caerdydd   2008 — 2011
Bachelor of Arts (B.A.), History, First Class Honours

ifs University College   2013 — 2015
Bachelor of Science (BSc), Banking Practice & Management

St. Paul's Catholic College   2000 — 2007

Experience
HSBC   April 2015 - Present
HSBC   July 2013 - April 2015
Conservative Party   December 2012 - February 2013
Abercrombie & Fitch   August 2011 - December 2012
UK Government   August 2010 - August 2010

Skills
Public Speaking, Marketing, Team Leadership, Financial Analysis, Banking, Management, Financial Services, Project Management, People Management, Leadership, Retail

Paul Adie

Aberdeen, United Kingdom
Senior Bank Manager at TSB Bank
Banking

Education
Aberdeen College   1992 — 1993
NC in Business Studies, Business Administration and Management, General

Northfield Academy   1988 — 1992

ifs University College
Cert RBCB

Experience
TSB Bank   June 1993 - Present

Skills
Banking, Financial Risk, Relationship Management, Mortgage Lending, Credit, Cross Selling, Retail Banking, Commercial Banking, Portfolio Management, Consumer Lending, Credit Risk, Financial Services, Loans, Risk Management, Credit Analysis

Paul Bannister

Penryn, Cornwall, United Kingdom
at
Financial Services

Education
ifs University College   2011 — 2012
Diploma in Financial Advice, Diploma in Financial Advice

University of Wales, Cardiff   2000 — 2003
Bachelor of Arts (B.A.), Business management

ifs University College
CeMAP, Mortgage Advice

Experience
Taylor Money   June 2013 - Present
Halifax   September 2010 - May 2013
Santander   July 2007 - September 2010

Skills
Retirement Planning, Relationship Management, Management, Finance, Banking, Critical Illness, Insurance, Retail Banking, Pensions, Mortgage Lending, Financial Planning, Income Protection, Financial Services, Investments, Financial Advisory, Life Insurance, Wealth, Inheritance Tax Planning, Wealth Management, Portfolio Management

Paul Barnfather

Outlane, West Yorkshire, United Kingdom
Financial Consultant DipFA, Cert CII (MP) Providing specialist financial advice at Wesleyan Financial Services
Financial Services

Education
The Chartered Insurance Institute   2014 — 2014
CF6 Mortgage Advice

The Chartered Insurance Institute   2014 — 2014
Level 3 Certificate in Mortgage Advice

ifs University College   2011 — 2012
Level 4 Diploma for Financial Advisers DipFA

The Chartered Insurance Institute   2008 — 2008
Level 3 Certificate in Financial Planning

The Chartered Insurance Institute   2008 — 2008
CF5 Intergrated Financial Planning

The Chartered Insurance Institute   2007 — 2007
CF1 UK Financial Services, Regulation & Ethics

The Chartered Insurance Institute   2007 — 2007
CF4 Retirement Planning

The Chartered Insurance Institute   2007 — 2007
CF2 Investment & Risk

The Chartered Insurance Institute   2007 — 2007
CF3 Financial Protection

Lawnswood
GCSE

Experience
Wesleyan   June 2014 - Present
Lloyds private banking   June 2013 - June 2014
Halifax   August 2007 - May 2013
Volkswagen AG   May 2003 - June 2005
NatWest   December 2002 - May 2003
NatWest   April 1999 - December 2002

Skills
AML, Wealth Management, Mortgage Lending, NHS Pension, Savings, Portfolio Management, Insurance, Cross Selling, Project Delivery, Customer Experience, Loans, Life Insurance, Investment Advisory, High Net Worth..., Finance, Financial Advisory, Banking Relationships, Residential Mortgages, Credit Cards, Internet Banking, Financial Services, Bonds, Income Protection, Coaching, Line Management, Term Life Insurance, Branch Banking, Holistic Financial..., Consumer Lending, Pensions, Inheritance Tax Planning, Relationship Management, Retirement, Personal Financial..., Critical Illness, Equities, Banking, Wealth Management..., KYC, Retail Banking, Retirement Planning, People Development, Investments, NHS Benefits, Asset Allocation, Fixed Income, Financial Planning, Bancassurance, Buy to Let, Advice

Paul Cass CeMAP, DipPFS

Alnwick, Northumberland, United Kingdom
Holistic Financial Planning Consultant
Financial Services

Education
ifs University College   2015 — 2015
CeMap, CeMAP Qualification

Chartered Insurance Institute   1985 — 2000
Advanced Financial Planning Certificate, Financial Planning and Services

Kings School Tynemouth   1970 — 1979

Experience
Charles Derby   April 2015 - Present
Halifax   November 2000 - April 2015
Halifax Independent Financial Advisors Limited   August 1995 - November 2000
Halifax Independent Financial Advisers Limited   November 1991 - August 1995
Anthony Bryant and Co   April 1989 - October 1991
Barclays UK   August 1979 - April 1989

Skills
Retirement Planning, Financial Risk, Financial Planning, Financial Advisory, Savings, Personal Financial..., Retail Banking, Investment Planning, Mortgage Lending, Mortgage Marketing, Financial Services, Protection Planning, Pensions, Banking, Customer Service, Investments, Income Protection, Mortgage Advice, Relationship Management, Wealth Management

Paul Eason

Leicester, Leicestershire, United Kingdom
Bsc CMIFS AdvDipFA CeLTCI Managing Director & Independent Financial Adviser at RMI
Financial Services

Education
ifs University College   2012 — 2013
Advanced Diploma in Financial Advice, Financial Planning and Services

ifs University College   2011 — 2012
Diploma in Financial Services, Financial Planning and Services

Chartered Insurance Institute
J06 Investment Principles

Chartered Insurance Institute
Pension Simplification, Financial Planning and Services

Chartered Insurance Institute
Certificate in Mortgage Advice

Chartered Insurance Institute
Financial Planning Certificate, Financial Planning and Services

CNAA
Bachelor of Science (BSc)

Experience
RMI Independent Financial Advisers   February 2009 - Present
Fehnert Financial Services Ltd   August 2004 - February 2009
T F Bell & Company (Life & Pensions) Ltd   September 1986 - July 2004
Friends Provident   February 1985 - August 1986
Scottish Mutual Assurance Society   1980 - 1985
Scottish Amicable   1979 - 1980

Skills
Inheritance Tax Planning, Retirement Planning, Asset Protection, Employee Benefits, Strategic Financial..., Investments, Group Pension Specialist, Protection, Investment Strategies, Pensions, Financial Planning, Asset Allocation, Income Protection, Wealth Management

Paul Jerram

Guildford, United Kingdom
Commercial and Regulatory Officer at SubMe Limited
Financial Services

Education
International Compliance Association   2014 — 2014
Certificate, Compliance, Distinction

College of Law   2010 — 2010
Introduction to English Legal System

Birkbeck, University of London   2007 — 2009
Master of Arts (M.A.), History, Merit

Birkbeck, University of London   2003 — 2007
Bachelor of Arts (B.A.), History, 2:1

ifs University College   2001 — 2001
Certificate, Financial Services Practice

Experience
SubMe Limited   July 2015 - Present
The Start Up Loans Company   November 2013 - May 2015
GLE Group   January 2013 - November 2013
HSBC   January 2008 - June 2011
HSBC   January 2003 - January 2008
HSBC   January 2000 - January 2003
HSBC   May 1995 - January 2000

Skills
Change Management, Financial Services, Credit, Project Management, Debt Management, Regulatory Compliance, Policy Writing, Insolvency processes, Process Improvement, Debt Collection, Compliance Monitoring

Paul Parsons

Uxbridge, Greater London, United Kingdom
Independent Mortgage Adviser and Estate Planner at Affinity Independent Financial Advisers Limited
Financial Services

Education
ifs University College   2014 — 2014
Certificate In Regulated Equity Release, Merit Pass

Park High   1978 — 1984

Priestmead   1972 — 1978

Experience
Affinity Independent Financial Advisers Limited   July 2014 - Present
Utility Warehouse Discount Club / Telecom Plus - Authorised Distributor   February 2013 - Present
PM Parsons Ltd   2009 - 2014
Lifestyle mortgage services   2005 - 2009

Skills
Business Strategy, Wills, CIC, Wealth, Critical Illness, Income Protection, Mortgage Lending, Probate, Buy to Let, Residential Mortgages, High Net Worth..., Savings, Equity Release, Estate Planning, Financial Advisory, Life Insurance, Small Business, Protection, Inheritance Tax Planning, Term Life Insurance, Will Writing, Business Planning

Paul Zammit CeMAP

Watford, United Kingdom
Team Leader at The Loans Engine
Financial Services

Education
ifs University College

Experience
The Loans Engine   March 2004 - Present

Skills
Financial Services, Coaching, Direct Sales, Customer Satisfaction, Team Leadership, Customer Experience, Loans

Pedro Semidey

London, United Kingdom
Decision Support Analyst at Nestlé Waters
Financial Services

Education
ifs University College   2013 — 2016
BSc (Hons) in Finance, Investment, and Risk, Finance and Investment

The London School of Economics and Political Science (LSE)   2014 — 2015
Modern Foreign Language Certificate, German

Lichtenberg Kolleg E.V.   2012 — 2013
Deutsch, CEFR Level A2 - Waystage

Self-Taught   2011 — 2013
A-Levels, Economics, Politics, French, and EPQ

Université Stendhal (Grenoble III)   2010 — 2011
French Language Studies Diploma (DELF), French Language and Literature

Experience
Nestlé Waters   September 2015 - Present
Magus Energy   July 2015 - August 2015
Amplify Trading   February 2014 - June 2015
The Dorchester   August 2014 - November 2014
European Youth Parliament (EYP)   July 2011 - July 2011

Skills
Asset Management, Leadership, Strategy, Customer Service, Investments, Interpersonal Skills, Teamwork, Microsoft Word, Microsoft Excel, Equities, Critical Thinking, Public Speaking, Financial Services, Corporate Finance, Wealth Management, Finance, Alternative Investments, Relationship Building, Risk Management, Close Attention to..., Economics, Financial Risk, HTML and CSS, Microsoft Office

Perry Pearce

Bath, United Kingdom
Private Client Adviser at Savings Champion
Financial Services

Education
University of the West of England   2011 — 2014
Economics. Money, Banking & Finance

ifs University College   2015 — 2015
Certificate in Retail Banking Conduct of Business (CertRBCB)

Clayesmore Dorset   2006 — 2011
Economics, Business Studies, Product Design

Experience
Savings Champion   July 2014 - Present

Skills
Team Leadership, Savings Accounts, Customer Service, Sales, Teamwork, Finance, Portfolio Management, Time Management, Management, Financial Advisory, Financial Services

Peter Gandolfi

United Kingdom
Chairman at Mr B & Friends
Marketing and Advertising

Education
Henley Management College   1997 — 1999
MBA, Business

Chartered Institute of Marketing   2000 — 2001
Diploma in Marketing, Marketing

ifs University College   1990 — 1993
Chartered Associate (formerly ACIB), Banking and Financial Support Services

Kingston University   1993 — 1994
Diploma in Management Studies, Business Management

Experience
Mr B & Friends   June 2013 - Present
CXCo Limited   May 2014 - Present
The Footies   September 2012 - January 2015
London Sport   June 2010 - April 2014
Soccerex   January 2009 - September 2011
Nationwide Building Society   January 1999 - December 2008

Skills
Entrepreneurship, E-commerce, Start-ups, Public Relations, B2B, Marketing Management, Marketing, Product Marketing, New Business Development, Sports, Lead Generation, Football, Brand Architecture, Entertainment, Social Media Marketing, Marketing Strategy, New Media, Sports Management, Customer Insight, Digital Strategy, Sponsorship Sales, Market Research, Event Management, Advertising, Digital Media, Integrated Marketing, Media Relations, Sponsorship, Corporate Branding, Online Marketing, B2B Marketing, Media Planning, Corporate Communications, PPC, Relationship Marketing, Brand Development, Strategic Partnerships, Brand Management, Strategy, Mobile Marketing, Digital Marketing, Email Marketing, Marketing Communications, Sports Marketing, Management, Marketing Research, Online Advertising, Direct Marketing, Leadership

Peter Raine

Cleveland, United Kingdom
Trainee IFA
Financial Services

Education
ifs University College   2014 — 2015
Ifs Level 4 Diploma, Finance and Financial Management Services

Nunthorpe Secondary School   2004 — 2009

Experience
Selwyn Hedgley   April 2014 - April 2015

Peter Vincent

London, United Kingdom
Financial Adviser
Accounting

Education
ifs University College   2014 — 2015
Level 3 Certificate In Mortgage Advice And Practice (CeMAP)

ifs University College   2013 — 2015
Level 4 Diploma For Financial Advisers (DipFA)

Brunel University   2007 — 2010
Bachelor's Degree, Accounting and Finance

Harrow College   2006 — 2007
A-Levels-, Business Studies, Economics and Computer Science

Cardinal Hinsley High School   2001 — 2005
High School, 10 GSCE'S Including Mathematics, English and Science

Experience
Fusion Lifestyle   September 2012 - September 2014
Self Service Ltd   January 2009 - August 2012

Skills
Business Strategy, Forecasting, Budgets, Account Management, Banking, Finance, Analysis, Team Leadership, Customer Service, Management, Time Management, SAP, Teamwork, Risk Management, New Business Development, Microsoft Excel, Investment Properties, Accounting, Microsoft Office

Phil Renshaw

Hughenden Valley, Buckinghamshire, United Kingdom
Director at Circulus, the Coached Secondments Company
Professional Training & Coaching

Education
ifs University College   2011 — 2012
PGCHE - Higher Education

Association of Corporate Treasurers   1993 — 1994
MCT Advanced Diploma, Corporate Treasury

Chartered Institute of Bankers   1990 — 1991
ACIB, Banking

Loughborough University   1985 — 1988
BSc (Hons), Banking and Finance

Experience
Circulus Limited   October 2010 - Present
Cranfield University   September 2015 - Present
ifs University College   July 2014 - Present
Four Ashes   March 2009 - Present
EDS, an HP Company   January 2008 - February 2009
EDS   2006 - 2007
EDS, an HP Company   August 2005 - July 2006
EDS, an HP Company   July 2003 - August 2005
EDS, an HP Company   March 1999 - June 2003
Greenwich NatWest   1989 - 1998

Skills
Management, Organizational Design, Team Leadership, Portfolio Management, Stakeholder Management, Finance, Management Consulting, Public Sector, Executive Coaching, Organizational..., Coaching, Organizational..., Corporate Finance, Personal Development, Leadership, Career Counseling, Consulting, Change Management, Customer Service, Business Transformation

Phil Riddell

Newcastle upon Tyne, United Kingdom
Banking Consultant at Halifax
Banking

Education
ifs University College
CeMAP

ifs University College
Cert RBCB

Philip Day DipPFS IMC MIFS

Milton Keynes, United Kingdom
Senior Paraplanner & Research Analyst at Mazars
Financial Services

Education
Edinburgh Napier University   2014 — 2015
BA (Hons), Financial Planning and Services (Completing 2015)

Chartered Financial Analyst Society of the UK   2013 — 2013
Investment Management Certificate (IMC), Investments and Securities, Pass

Chartered Insurance Institute   2012 — 2015
Advanced Diploma, Diploma & All Specialist Technical Certificates, Financial Planning

The Open University   2006 — 2011
Diploma in Higher Education (Open), Business, Law, Financial Services, Book-Keeping & Accounting

ifs University College   2006 — 2011
CeFA, CeMAP, CeRGI, CSP, Financial Planning and Services

Experience
Mazars   July 2014 - Present
Mazars UK   September 2013 - August 2014
DeMontfort Financial Advisers LLP   January 2013 - September 2013
UKWM   May 2012 - December 2012
Self Employed   January 2012 - May 2012
Coventry Building Society   November 2006 - November 2011

Skills
Pensions, Protection, Retirement, Long Term Care Insurance, Personal Pensions, Financial Risk, Trusts, Wealth, Long-term Care, Residential Mortgages, Personal Financial..., High Net Worth..., Estate Planning, Strategic Financial..., Relationship Management, Paraplanning, Portfolio Management, Financial Advisory, Critical Illness, General Insurance, Insurance, Retail Banking, Asset Allocation, Wealth Accumulation, Savings, ETFs, Investments, Wealth Management, Equity Release, Unit Trusts, Personal Finance, Employee Benefits, Financial Services, Inheritance Tax Planning, Fixed Annuities, Asset Management, Finance, SIPP, Investment Management, Income Protection, Life Insurance, Retirement Planning, Investment Strategies, PRINCE2, Financial Planners, Wealth Management..., Holistic Financial..., Mortgage Lending, Bonds, Investment Advisory

Philip Donnelly CEMAP® BSc(hons) CertRBCB®

Cheam, Greater London, United Kingdom
at
Banking

Education
ifs University College   2015 — 2015
Cemap, Mortgages

University of Roehampton   2008 — 2011
Business Management BSc, Business/Managerial Economics, 2:1

Experience
Nationwide Building Society   May 2015 - Present
Nationwide Building Society   June 2014 - Present
Lloyds Banking Group   October 2013 - May 2014
Lloyds Banking Group   April 2013 - July 2013

Skills
Credit Risk, Banking, Risk Management, Commercial Banking, Operational Risk, Financial Institutions, Credit, Relationship Management, Retail Banking Conduct..., Business Analysis, Portfolio Management, Financial Risk, Retail Banking, Loans, Financial Services, Finance, Mortgage Lending

Philip Mercer

Southampton, United Kingdom
Mortgage Broker at Charles Derby Financial Services
Military

Education
University of Winchester   2015 — 2018
Master's degree, Accounting and Business/Management

The Open University   2013 — 2014
CertHE, Mathematics & Business Management

ifs University College   2013 — 2013
CeMAP, Financial Services

Experience
Charles Derby Financial Services   November 2014 - Present
1st Battalion Parachute Regiment   August 2011 - November 2014
The Parachute Regiment   May 2008 - August 2011

Skills
Military, Weapons Handling, Security Clearance, NATO, Protection, Command, Force Protection, Operational Planning, Military Logistics, Military Training, Intelligence, Tactics, Physical Security, Counterinsurgency, Military Experience, Security Operations, National Security, Top Secret, Afghanistan, Leadership, Combat, Intelligence Analysis, Counterterrorism, Military Operations, Ministry Of Defence, Mentoring, Weapons, Defense, Army, Reconnaissance, Security

Pierre Cheung BSc, CeMAP

Romford, United Kingdom
Insurance Associate FSO EMEIA at EY
Financial Services

Education
Institute of Chartered Accountants in England and Wales   2015 — 2018

ifs University College   2013 — 2014
Pass

Cass Business School   2010 — 2013
Bachelor of Science (BSc), Investment and Financial Risk Management, First Class Honours

Havering Sixth Form College   2007 — 2009
3 GCE A levels, 2 GCE As levels, 1 Key Skill level 2; UCAS points - 460

Abbs Cross School and Arts College   2002 — 2007
15 GCSE: Grades A*- B

Experience
EY   April 2015 - Present
Bank of East Asia   November 2013 - March 2015
Medix Pharmacy   January 2010 - December 2013
Tesco PLC   August 2007 - December 2013

Skills
Fixed Income, Business Valuation, Valuation, CeMAP, Risk Management, Bloomberg, Derivatives, Financial Markets, Microsoft Word, Asset Management, Portfolio Management, Financial Analysis, Risk Analysis, Visual Basic, CeMap Qualified, Corporate Finance, Microsoft Excel, Management, Sage Accounts, Emerging Markets, Economics, Finance, Econometrics, Investment Banking, Financial Modeling, Company Valuation, Eviews, Rugby, Mathematics, Modern Portfolio Theory, Securities, VBA, Gym, Customer Service

Piers Butler

Tonbridge, United Kingdom
Sales and Project Support at New Wave AV
Retail

Education
ifs University College   2006 — 2007
CeMAP, Certificate in Mortgage Advice and Practice

Ravenswood School for Boys   1984 — 1991
A Levels - English, Maths and Computers, High School/Secondary Diplomas and Certificates

Experience
New Wave AV   July 2014 - Present
Baldock & Butler Blades   March 2011 - June 2014
Bang & Olufsen   June 2010 - February 2011
Sevenoaks Sound and Vision   November 1999 - July 2006

Skills
HTML, English, Budgets, New Business Development, Research, Microsoft Word, Strategic Planning, PowerPoint, Windows, Microsoft Office, Public Speaking, Microsoft Excel, Customer Service, Editing, Negotiation, Java, Photoshop, Sales, Outlook

Piragash Sivanesan

Chigwell, Essex, United Kingdom
Director at Totum Finance
Financial Services

Education
Aston University   1998 — 2002
Bsc, Business Administration and Management, General

ifs University College
Certificate Business Banking and Conduct

Experience
Totum Finance   July 2015 - Present
RBS   October 2010 - March 2015
Lloyds Bank   September 2006 - September 2010
Lloyds Bank   September 2005 - September 2006
Lloyds Bank   2003 - September 2005
KPMG   2000 - 2001

Skills
Financial Risk, Portfolio Management, Investment Banking, Risk Management, Management, Corporate Finance, Banking, Structured Finance, Financial Analysis, Credit Risk

Poppy Le Marechal

London, Greater London, United Kingdom
Junior Consultant at Naismiths Ltd
Financial Services

Education
ifs University College   2012 — 2015
Banking practice and management, Banking, Corporate, Finance, and Securities Law

Plymouth College   2006 — 2011
ALevels, Biology, Chemistry, Physics, Finance

Experience
Naismiths Ltd   June 2014 - Present

Skills
Real Estate Development, PowerPoint, Customer Service, Microsoft Word, Finance, Microsoft Office, Microsoft Excel, Data Analysis, Time Management, English

Pritesh Kabawala (DipFA)

London, United Kingdom
Client Relationship Manager at Klarity Vision
Accounting

Education
ifs University College   2014 — 2015
Diploma for Financial Advisers (DipFA)

University of Hertfordshire   1999 — 2003
Bachelor's Degree, Mulitimedia Technology

Greenhill College   1997 — 1999
GNVQ Advance Information Technology

Hampstead High School

Experience
Klarity Vision   June 2014 - Present
Nationwide Building Society   April 2012 - May 2014
Mobispector   September 2007 - March 2012
Lloyds Banking Group   January 1998 - August 2007

Skills
Financial Risk, Change Management, Mortgage Lending, Customer Satisfaction, Corporate Finance, Project Management, Training, Team Leadership, Finance, Financial Services, Recruiting, Sales Process, Retail Banking, Portfolio Management, Strategy, Stakeholder Management, Risk Management, Teamwork, Credit, Private Banking, Time Management, Banking, Sales, New Business Development, Customer Service, Loans, Leadership, Cross Selling, Analysis, Business Analysis, Relationship Management, Client Relationship..., Business Development, Team Management, Customer Experience, Customer Retention, Budgets, CRM, Business Strategy, Sales Management, Business Planning, Management

Pritesh Pancholi

Leicester, Leicestershire, United Kingdom
Account Manager
Staffing and Recruiting

Education
De Montfort University   2008 — 2011
Bachelor's degree, Advertising, 2.2

ifs University College
CeMAP, Banking and Financial Support Services

The Manchester Metropolitan University
Foundation degree, Advertising, Distinction

Experience
Intraining   June 2015 - Present
Medacs Healthcare   April 2015 - June 2015
Huntswood   February 2015 - March 2015
Intraining   April 2013 - January 2015
Hays   March 2013 - April 2013
Santander UK Corporate & Commercial   July 2011 - February 2013

Skills
Sales, Marketing Strategy, Relationship Management, Sales Management, Sourcing, Financial Services, Recruitment Advertising, Customer Experience, Training, Business Strategy, Cross Selling, Time Management, Management, Mortgage Lending, Building Relationships, Contract Recruitment, CRM, Customer Service, Relationship Building, Lead Generation, Retail Banking, Interviews, Candidate Generation, Direct Sales, Temporary Staffing, Networking, Customer Retention, Account Management, Retail Sales, B2B, Direct Marketing

Rachel Emelia O'Neill

London, United Kingdom
Supplier Technical Advice Specialist at Financial Services Compensation Scheme
Financial Services

Education
London School of Mediation   2014 — 2014
Civil and Commercial Mediator, Mediation, Pass

Bond Solon / QA Associates   2013 — 2013
BTEC Level 7 Advanced Professional Certificate in Investigative Practice, Investigation

Pensions Management Institute   2013 — 2013
Certificate in Automatic Enrolment, Pensions Automatic Enrolment

Kensington College   2012 — 2012
Certificate in Advanced Excel and PowerPoint

Queen Margaret University   2011 — 2011
Professional Certificate in Ombudsman Complaint Handling and Practice, Ombudsman practice

ifs University College   2008 — 2008
CeFA Module Two - Principles of Investment

ifs University College   2005 — 2005
CeMAP Module One - Financial Services Environment & Products; UK Financial Services & Regulation

Sir Henry Floyd Grammar School   1997 — 2001

Turnfurlong Middle School   1990 — 1997

Experience
Financial Services Compensation Scheme   January 2015 - Present
Tipp24 SE   February 2014 - January 2015
The Office of the Pensions Ombudsman   March 2008 - February 2014

Skills
Civil and commercial..., Office Administration, Customer Service..., Project Management, Management, Microsoft Office, Microsoft Excel, Analytical Skills, Investigation, Policy, Employee Training, PowerPoint, Internal Investigations, Conflict Resolution, Mediation, Event Planning, Interrogation Techniques, Customer Service, Negotiation, Investigative Research

Rachel Hine

Stroud, Gloucestershire, United Kingdom
Technical Recuitment Consultant at Omega Resource Group
Banking

Education
National Federation of Property Professionals Awarding Body   2015 — 2015
Technical award in Sale of Residential Property

ifs University College   2014 — 2014
Certificate in Financial Administration and Planning (CeFAP, Pass, Merit ,2 x Distinctions

ifs University College   2013 — 2013
Certificate in Retail Banking Conduct of Business, Merit

Stroud High School   1989 — 1996
High School, 11 GCSE's including English and Maths

Stroud High School   1989 — 1996
High School, Design Technology, Politics, History and General Studies, A,B,C,A

Experience
Omega Resource Group   June 2015 - Present
Lloyds Bank   April 1998 - November 2014
Lloyds Banking Group   August 2011 - August 2014
Lloyds Banking Group   January 2011 - August 2011
Lloyds Banking Group   September 2005 - April 2010
Lloyds Banking Group   April 1998 - September 2005

Skills
Relationship Building, Relationship Management, Retail Banking, Finance, Managerial Finance, Organisation, Team Development, Leadership, Finance management, Credit, Financial Services, Portfolio Management, Financial Risk, Training, Wealth Management, Coaching, Risk Management, Decision Making, Communication, Sales, Change Management, People Management, inter-personal skills, Loans, Banking

Rachel Sadler

United Kingdom
Quality Supervisor @ Nationwide Building Society
Financial Services

Education
ifs University College   2015 — 2015
CeMAP

Havering college of further and higher education   2005 — 2007
A levels, Law

Emerson park secondary school   2000 — 2005
Gcses

Experience
Nationwide Building Society   November 2013 - Present
Nationwide Building Society   October 2012 - November 2013
Nationwide Building Society   November 2010 - October 2012
Nationwide Building Society   October 2008 - November 2010

Skills
Financial Risk, Teamwork, Customer Experience, Relationship Management, Training, Management, Retail Banking, Insurance, Team Management, Banking, Team Leadership, Sales, Finance, Risk Management, Cross Selling, Credit Cards, Financial Services, Recruiting, Customer Service, Coaching, Loans, Operational Risk

Rashmi Kudtarkar

London, United Kingdom
Credit Associate at Punjab National Bank International Limited, London
Financial Services

Education
ifs University College   2014 — 2014
Certificate in Mortgage Advice and Practice, Banking and Financial Support Services, Merit Pass

Thakur Institute of Management Studies and Research, Mumbai, India   2010 — 2012
MMS, Finance

University of Mumbai   2008 — 2010
M.com, Business Management

M.L.Dahanukar College of Commerce, Mumbai, India   2005 — 2008
B.com (Banking and Insurance), Banking

NIIT, Mumbai, India   2005 — 2007
GNIIT(Software Engineering), Software Engineering

SVIS, Mumbai, India
SSC, Maharastra state board

Experience
Punjab National Bank International Limited, London   June 2015 - Present
State Bank of India   February 2014 - June 2014
HDFC Limited   January 2012 - October 2013
CRISIL   October 2008 - October 2009

Skills
Competitive Analysis, Portfolio Management, Relationship Management, Microsoft Excel, Negotiation, Credit, MIS, Microsoft Office, Business Analysis, Business Development, Finance, Banking, Talent Acquisition, Financial Services, Branch Banking, Financial Modeling, Loans, Investments, Market Research, Management, Retail Banking, Team Management, Financial Analysis, Mortgage Lending

Ravi Hariharan

Kingston upon Thames, United Kingdom
Product Manager
Financial Services

Education
University of Northumbria at Newcastle   2007 — 2008
Bachelor of Arts (BA) Honours, Business with Finance

ifs University College   2005 — 2007
Diploma in Banking & Finance, Banking, Corporate, Finance, and Securities Law, Completed

AAT   2004 — 2005
Diploma, Accounting, Completed

Experience
Tungsten Network   January 2015 - Present
DS Smith   October 2014 - December 2014
Arrows Group Global   February 2014 - October 2014
Dairy Crest   January 2011 - January 2014
Hays   January 2010 - December 2011
Hays   July 2008 - December 2010
HSBC   January 2006 - September 2007
Union Bank Limited   January 2005 - December 2005

Skills
Business Process..., Oracle, CRM, Credit Management, Outsourcing Management, Query Manager, Management, Project Management, Microsoft Excel, Strategy, Change Management, Offshore Outsourcing, Finance, SAP, Credit Analysis, JD Edwards, Oracle Financial, Navision, Requirements Analysis, Key Account Management, ERP, Master Data Management, Business Analysis, Order to Cash, Sage, PeopleSoft, Accounts Payable, Account Management

Ray Coker

Northampton, United Kingdom
Professional Financial & Mortgage Adviser at Lighthouse Financial Advice
Financial Services

Education
ifs University College
DipFA CeMAP MIFS, Financial Planning and Services

Institute of Administrative Management
MInstAM, Business, Management, Marketing, and Related Support Services

Experience
Lighthouse Financial Advice   May 2014 - Present
Nationwide Building Society   October 2013 - May 2014
NatWest   December 2012 - September 2013
NatWest   July 2009 - December 2012
Nationwide Building Society   December 2003 - September 2008
Nationwide Building Society   July 1999 - December 2003

Skills
Financial Services, Protection, Inheritance Tax Planning, Investments, Pensions, Financial Planning, Management, Relationship Management, Portfolio Management, Loans, Financial Advisory, Income Protection, Finance, Banking, Retirement, Customer Service, Strategic Financial..., Retirement Planning, Mortgage Lending, Savings, Performance Management, Team Leadership, Wealth Management, Employee Benefits, Insurance, Investment Management, Business

Rebecca Myatt

Birmingham, United Kingdom
Regional Trade Associate at Lloyds Banking Group / Corporate Banking / Trade Finance
Banking

Education
ifs University College   2014 — 2016
BSc (Hons) in Banking Practice and Management, Banking Practice and Management

ifs University College   2012 — 2013
PDipBPM - Professional Diploma in Banking Practice and Management, Merit

King Edwards VI College   2006 — 2008
Accounting, Business Studies, Psychology

Experience
Lloyds Banking Group   September 2012 - Present
Lloyds Banking Group   August 2010 - September 2012
Lloyds Banking Group   February 2010 - August 2010
Lloyds Banking Group   August 2008 - February 2010

Skills
Risk Management, Credit, Commercial Banking, Relationship Management, Credit Risk

Rebecca Phillips

Reading, United Kingdom
Proposition Manager at Barclays
Financial Services

Education
ifs University College   2013 — 2015
Professional Diploma, Banking Services and Management, Level 5

The College of Law, London Bloomsbury   2011 — 2012
Graduate Diploma in Law, Law

The University of Manchester   2008 — 2011
BA History (Hons), History

Experience
Barclays   March 2015 - Present
Barclaycard   September 2014 - March 2015
Barclays   September 2013 - March 2015
Barclays Bank   June 2012 - July 2012

Skills
Microsoft Excel, Analysis, Strategy, Proposition Development, Teamwork, Project Management, Management, Banking, Stakeholder Management, Business Analysis, Data Analysis, Business Development, Research, Contract Negotiation, Business Strategy, Analytical Skills, Digital Marketing, Financial Services

Reto Feller

London, United Kingdom
Portfolio Manager: Macro and Systematic Strategies FX, Commodities
Financial Services

Education
University of Berne, Switzerland   1984 — 1985

ifs University College   2014 — 2015
CeMAP

Gymnasium Bern-Kirchenfeld   1980 — 1984
Graduation/Baccalaureate (Typus E)

Experience
Swisstematics   October 2013 - Present
Westpac   August 2011 - July 2013
BlueCrest Capital Management   September 2007 - 2011
Zephyr Currency Partners   January 2006 - August 2007
Graham Capital Management   2004 - 2006
HSBC Private Bank   2002 - 2004
Merrill Lynch   1998 - 2002
Commerzbank AG   1993 - 1998
UBS   December 1985 - 1993

Skills
Trading Systems, Hedge Funds, Bonds, Developing and..., Fixed Income, Options, Financial Markets, Investment Strategies, Hedging, Equity Trading, Financial Risk, Derivatives, Currency, Investment Banking, Change Management, Electronic Trading, Interest Rate..., Structured Products, Trading Strategies, Credit Derivatives, Profound understanding..., Trading Platforms..., Trading, FX Options, Commodity, Alternative Investments, Market Risk, Equities, Foreign Exchange, Asset Management, Volatility, Bloomberg, Management, Private Banking, Equity Derivatives, Portfolio Management, Technical Analysis,..., FX trading, Technical Analysis, Quantitative Finance, Initiating change and..., Proprietary Trading, Emerging Markets, Risk Management, Economics, Excellent knowledge of..., FX Hedging, FX Trading

Richard Agyeman CeFAP, DipFA, MIFS

Bromley, United Kingdom
A Financial Adviser looking for new opportunities
Financial Services

Education
ifs University College   2011 — 2015
CeFAP, DipFA, MIFS

ifs University College   2011 — 2015
CeFAP, DipFA,MIFS

Experience
Lloyds Banking Group   November 2011 - April 2015
Lloyds Banking Group   August 2008 - November 2011

Skills
Portfolio Management, Mortgage Lending, Banking, Investments, Risk Management, Wealth Management, Financial Risk, Financial Advisory, Financial Services, Relationship Management, Insurance, Management, Retail Banking, Sales, Finance

Richard Erdman

Haywards Heath, West Sussex, United Kingdom
Premier Relationship Manager at Barclays
Banking

Education
City & Guilds   2014 — 2014

Hove park sixth form college   2000 — 2001
GNVQ Intermediate, Business studies, Grade Distinction (A)

ifs University College
Certificate of Business Banking & Conduct

Experience
Barclays   August 2015 - Present
Barclays   March 2014 - Present
Barclays   November 2012 - March 2014
Barclays   January 2007 - November 2012
Barclays   June 2001 - December 2006

Skills
Performance Improvement, Customer Service, Relationship Management, Product Management, Portfolio Management, Microsoft Office, Mortgage Lending, Customer Relations, Computer Literate, Teamwork, Client Retention, Written Skills, Personal Finance, Complaints Handling, Direct Sales, Financial Advice, Commercial Banking, Innovative Thinking, Client Relationship..., German, Investment Products, Small Business Lending, Building Relationships, Retail Banking, Financial Advisory

Richard Gregson

Holmes Chapel, Cheshire, United Kingdom
Senior Manager, Products & Marketing Division Santander Corporate & Commercial Banking
Banking

Education
Lancaster University   2012 — 2014
Master of Business Administration (MBA), Business Ethics & Strategy

ifs University College   2010 — 2012
Professional Certificate in Banking, Commercial Banking

De Montfort University   2007 — 2009
Diploma, Relationship Management

The Manchester Metropolitan University   1995 — 2000
Bachelor's Degree, Business Administration, BA Hons

Cheadle Hulme School, Cheshire   1989 — 1995
GCSE's & A Levels

Experience
Santander UK Corporate & Commercial   June 2013 - Present
Lancaster University   September 2012 - August 2014
Santander UK Corporate & Commercial   October 2012 - June 2013
Santander UK Corporate & Commercial   August 2010 - October 2012
Santander UK Corporate & Commercial   September 2008 - August 2010
Santander UK Corporate & Commercial   April 2006 - September 2008
Phones4u   2005 - 2006
Alliance & Leicester   January 2004 - 2005

Skills
Invoice Finance, Private Equity, Credit Risk, Customer Retention, Marketing, Business Development, Commercial Banking, Project Planning, Working Capital..., Sales Process, Business Relationship..., Analysis, Derivatives, Project Delivery, ABS, Operations Management, Credit, Commercial Lending, Relationship Management, Financial Structuring, Customer Service, Training, Proposition Development, Banking, Retail, Strategy, Cross Selling, Commercial Finance, Project Finance

Richard Nguyen

London, Greater London, United Kingdom
Communications Intern at Russell Investments
Financial Services

Education
University of Westminster   2011 — 2014
Bachelor's Degree, (Hons) Marketing Communications, 2:1

ifs University College   2009 — 2011
(DipFS) in Financial Studies, Finance and Financial Management Services

Richmond upon Thames College
Business Administration and Management, General, Double Distinction

Experience
Russell Investments   June 2015 - Present
Strike-Jobs.co.uk   April 2015 - May 2015
Superdry   April 2015 - May 2015
Telligent (Now Zimbra)   February 2012 - September 2012
MUJI   2011 - 2012
Boots   2010 - 2011
Schuh   2010 - 2010
Iceland Foods   2008 - 2010
British Heart Foundation   2008 - 2008

Richard Parks

Birmingham, United Kingdom
BSc (Hons), Chartered Banker, MCIBS, Relationship Director at The Royal Bank of Scotland
Banking

Education
Chartered Institute of Bankers   2014 — 2015
Professionalism, Ethics and Regulation, Banking

Chartered Institute of Bankers   2013 — 2014
Certificate in Business and Financial Management

ifs University College   2012 — 2013
Applied Diploma in Corporate Banking

ifs University College   2012 — 2013
Certificate, diploma and advanced diploma in credit

Loughborough University   2004 — 2008
Bachelor of Science (BSc), Banking, Finance and Management, First

Fairfax School   1996 — 2004
Maths, Economics, IT, General Studies, A Level

Experience
Royal Bank of Scotland   May 2015 - Present
Royal Bank of Scotland   April 2013 - May 2015
Royal Bank of Scotland   December 2010 - March 2013
Royal Bank of Scotland   October 2008 - December 2010
PwC   October 2006 - September 2007

Skills
Management, Credit Analysis, Commercial Banking, Relationship Management, Project Management, Retail Banking, Banking, Credit Risk, Financial Risk, Finance, Business Analysis, Portfolio Management, Credit, Financial Services, Loans, Accounting, Financial Modeling

Richard Reece CeMAP, CeRER, MIFS

Romford, Greater London, United Kingdom
Mortgage Consultant at Allan Reece Associates
Financial Services

Education
ifs University College   2013 — 2015
Mortgage Advice & Practice and Regulated Equity Release, Distinction

MP PAC   1999 — 2004

Experience
Allan Reece Asssociates   June 2014 - Present
Xerox   December 2013 - June 2014
Xerox   March 2012 - November 2013
Xchanging   December 2010 - March 2012
Xchanging   December 2008 - December 2010
Xchanging   October 2007 - December 2008
Aon Benfield   November 2005 - October 2007
Aon Benfield   June 2004 - September 2005

Skills
Business Transformation, Strategic Planning, SLA, Outsourcing, Commercial Mortgages, Service Management, Financial Services, Process Improvement, Incident Management, Service Improvement, Innovation, Management, Stakeholder Management, IT Service Management, Project Management, Business Strategy, Cloud Computing, Residential Mortgages, IT Operations, Governance, Service Desk, PRINCE2, Operations Management, Offshoring, Problem Management, IT Outsourcing, Insurance, Financial Modeling, Integration, Business Analysis, Managerial Finance, Project Delivery, Transition Management, Cost Efficiency, ITIL, Change Management, Sla, Requirements Analysis, Managed Services, IT Strategy, Independent Financial..., Operational Efficiency, Account Management, Change Control, Corporate Social..., Investment Advisory, Service Delivery

Richard Thomas. HNDip (Comp) DipBB C MIFS.

Stoke-on-Trent, Stoke-on-Trent, United Kingdom
Area Manager Agriculture at Barclays Personal & Corporate Banking
Banking

Education
ifs University College   2014 — 2015
Diploma BB&C, Banking

Sfedi   2013 — 2013
Level 3 in Enterprise Mentoring, Mentoring

De Montfort University   2000 — 2003
computing

ifs University College
Certificate Of Business Banking & Conduct, Banking and Financial Support Services, Level 4

Experience
Barclays Personal & Corporate Banking   August 2014 - Present
Barclays UK Retail and Business Bank   May 2013 - August 2014
Barclays UK Retail and Business Bank   June 2012 - May 2013
NBV   November 2011 - June 2012
Barclays Bank Plc   2005 - June 2012
The Nottingham Networking Group   October 2011 - May 2012
Barclays Bank Plc   January 2005 - June 2010
HSBCBank Plc   January 2004 - January 2005
HSBC Bank Plc   January 2003 - January 2004
HSBC Bank PLC   January 2002 - January 2003

Skills
Relationship Management, New Business Development, Portfolio Management, Stakeholder Management, Sales, Banking, Retail Banking, Finance, Financial Services, Credit Risk, Credit Cards, Business Development, Credit, Financial Risk, Team Management, Commercial Banking, Leadership, Coaching, Strategy, Business Planning, Customer Service

Richard Underwood

Royal Tunbridge Wells, Kent, United Kingdom
Independent Financial Advisor at Portal Financial
Insurance

Education
Chartered Insurance Institute   2014 — 2015
Diploma in Financial Planning, Financial Advice, Predicted pass

ifs University College   2011 — 2013
DipFA, CeMAP and DipMAP, Financial Planning and Services, Pass

Chartered Institute of Securities and Investment   2008 — 2011
Investment Operations Certificate, Investment Operations, Pass

The University of Reading   2003 — 2007
BA (Hons), French and Economics, 2:1

L'Institut d'Etudes Politiques, Lyon   2005 — 2006
ERASMUS year abroad, French and Economics, 2:1

Simon Langton Grammar School for Boys   1996 — 2003
A Levels French, German and Mathematics, Foreign Languages and Literatures, General, French B, German B Mathematics D

Experience
Portal Financial   June 2015 - Present
AXA PPP healthcare   May 2011 - May 2015
BNP Paribas Securities Services   October 2008 - April 2010
Lloyds Banking Group   September 2007 - September 2008
BNP Paribas Lease Group   June 2006 - February 2007
Wm Morrison Supermarkets Plc   September 2001 - August 2005

Skills
Time Management, Change Management, Management, Residential Mortgages, Strategy, Data Analysis, Sales, Training, Project Management, Foreign Languages, Investments, Financial Services, Health Insurance, Customer Service, Project Planning

Richard Whitaker

Hemel Hempstead, United Kingdom
Financial Adviser Aylesbury
Financial Services

Education
ifs University College   1977 — 1980
ACIB, Banking and Financial Support Services

kings school peterborough

Experience
Mark Gregory Ltd   January 2007 - Present
The Right Will and Estate Planning Ltd   February 2013 - Present
Cardinal Wills Ltd   April 2007 - Present
Caratfin Ltd   December 2004 - August 2005
Alpa Consultants   October 2002 - December 2004
Scottish Widows Int   November 1999 - October 2003
Old Mutual International   November 1994 - October 1997
Old Mutual International   1994 - 1997
Clerical Medical International   December 1987 - November 1994

Skills
Banking, Strategy, Investments, Mutual Funds, Strategic Financial..., Wealth Management..., Investment Advisory, High Net Worth..., Protection, Tax, Mortgage Lending, Financial Planners, Funding, Estate Planning, Investment Strategies, Wealth Management, Investment Management, Financial Planning, Retirement Planning, Financial Advice, Income Protection, Wealth, Asset Management, Portfolio Management, Finance, Inheritance Tax Planning, Wills, Pensions, Hedge Funds, Insurance, Retirement, Mortgage, Financial Advisory, Savings, Financial Services

Robert Hutton-Wood

London, Greater London, United Kingdom
Assistant Vice President, FIG Credit Analysis at Barclays Bank PLC
Banking

Education
Association of Chartered Certified Accountants
ACCA qualified, Accounting and Finance

University of Ghana   1997 — 2001
Bachelor's Degree, BSc in Business Administration

Cranfield University - Cranfield School of Management   2011 — 2011
Corporate Leadership Certificate - Barclays Talent Academy

ifs University College   2008 — 2008
Advanced Commercial Lending Certificate, Credit Skills Development

University of Ghana – School of Administration,   1997 — 2001
BSc. Administration (Accounting & Finance)

Experience
Barclays Bank PLC   December 2014 - Present
Barclays Corporate Banking   August 2010 - November 2014
Barclays Corporate – Lending Middle Office & Operations   June 2009 - July 2010
Barclays Commercial Bank, Larger Business – Risk Control Unit   May 2008 - May 2009
Barnardo’s, Retail & Trading, Head Office.   July 2007 - April 2008

Skills
Technical Accounting, Commercial Banking, Financial Analysis, Finance, Financial Instruments, Loans, Credit Risk, Portfolio Management, Credit, Performance Analysis, Credit Analysis, Risk Management, Credit Risk Management, Cash Flow, Internal Controls, Financial Services, Covenant Monitoring, Budgeting and Control, Loan Documentation and..., Financial Modeling, Employee Training, Basel II & III, Banking, Accounting, Analysis

Robert Tuffnell

London, United Kingdom
Associate Director at UBS Investment Bank
Banking

Education
ifs University College   2014 — 2017
Master of Science (MSc), Banking Practice and Management

ifs University College   2006 — 2013
Bachelor of Science (BSc), Banking Practice and Management

The University of Birmingham   2003 — 2005
Computer Science

Experience
UBS Investment Bank   January 2014 - Present
Lloyds Banking Group   March 2011 - December 2013
Lloyds Banking Group   November 2009 - March 2011
Lloyds Banking Group   September 2008 - November 2009
Lloyds Banking Group   September 2006 - September 2008
Kalamazoo-Reynolds   August 2005 - September 2006

Skills
Analysis, Portfolio Management, Credit Analysis, Credit, Stakeholder Management, Financial Modeling, Financial Analysis, Project Management, Corporate Finance, Risk Management, Finance, Financial Risk, Loans, Banking, Credit Risk, Business Analysis

Robert Walshe

Hornchurch, Greater London, United Kingdom
Property Consultant
Financial Services

Education
ifs University College   2014 — 2014
CeMAP, Mortgage Advice and Practice

Gaynes School Language College   2007 — 2012

Havering College
Engineering

Experience
Your Move   May 2015 - Present

Skills
Building Relationships, Customer Service, Phone Etiquette, Direct Sales, Team Leadership, Selling, Business Planning, Teamwork, Marketing Strategy, Finance, Persuasive Speaker, Sales, Phone Manner, Business Strategy, Strategic Planning, Negotiation, Relationship Management, Customer Experience, Time Management, Networking

Rosie Walters CeMAP

Frimley, Surrey, United Kingdom
Para planner Chadney Bulgin
Financial Services

Education
ifs University College
Cemap 1,2&3, Mortgages

The University of Hull
Humberside university, HND business and finance

Experience
Chadney Bulgin LLP   November 2013 - Present
Lloyds Banking Group   March 2012 - November 2013

Skills
Mortgage Lending, Credit Risk, Investments, Portfolio Management, Retail Banking, Finance, Banking, Relationship Management, Residential Mortgages, Financial Risk, Credit

Ross Irvine

London, United Kingdom
External Strategy & Oversight Senior Manager at Barclays
Banking

Education
The University of Chicago Booth School of Business   2014 — 2014
Accelerated Development Programme (ADP)

University of East Anglia   2007 — 2011
LLB (Hons), Law/French Law/French Language, 2:1

ifs University College   2012 — 2013
PDipBPM, Banking and Financial Support Services

Université Nancy 2   2009 — 2010
Bachelor of Laws (LLB), Law

Carre's Grammar School   2000 — 2007

Experience
Barclays   April 2015 - Present
Barclays   May 2014 - April 2015
Barclays   July 2013 - May 2014
Barclays   March 2013 - July 2013
Barclays Africa   September 2012 - March 2013
Barclaycard   March 2012 - September 2012
Barclays Europe   September 2011 - March 2012
University of East Anglia   October 2007 - August 2011
Twells of Billinghay   January 2006 - August 2011

Skills
Excel, Analysis, Word, Business Strategy, Customer Relations, Administration, Microsoft Excel, Budgeting, Stakeholder Management, Microsoft Office, Budgets, PowerPoint, Marketing, Strategy, Process Improvement, Risk Management, Finance, Data Analysis, Customer Service, Management, Research, Banking, Customer Experience, Public Speaking, Sales, Credit Cards, Social Media, Project Management

Russell Marsden

Nottingham, United Kingdom
Financial Adviser
Plastics

Education
ifs University College   2015 — 2015
CeMAP, Merit

University of Derby   2005 — 2008
2.1, Marketing Managmeent

Tupton Hall Scool   1998 — 2005
10 GCSEs, Secondary School

Experience
A&E Plastics   February 2015 - May 2015
Merlin Business Software   June 2012 - December 2014
Cision   September 2010 - April 2012
DNCC   January 2009 - August 2010

Skills
Social Media, HTML, Google Analytics, E-commerce, Marketing Strategy, Market Research, Marketing, Integrated Marketing, B2B, Brand Awareness, Corporate Communications, Online Marketing, Digital Strategy, Marketing Management, CRM Integration, Business Development, Digital Media, Social Media Measurement, Lead Generation, Salesforce.com, Brand Management, Digital Marketing, Online Advertising, CSS, Internal Communications, SEM, Email Marketing, Strategist, Public Relations, Campaign Management, Marketing Communications, Webinars, Direct Marketing, Media Relations, SEO, Social Media Marketing, CRM, PPC

Ruth Martín Sánchez

Madrid, Madrid, Spain
Financial Advisor at ATL Capital, €FA
Investment Banking

Education
Universidad Nacional de Educación a Distancia - U.N.E.D.   2014 — 2015
Diploma experto profesional en asesoría financiera europea

ifs University College   2014 — 2014
Banking Law and Governance

EFPA   2013 — 2013
European Financial Advisor (€FA)

Universidad de Cantabria   2012 — 2013
Postgraduate Banking and Financial Markets, Finanzas, general

Universidad de Salamanca   2008 — 2012
Business Administration and Management, Banca y servicios financieros

Experience
atl Capital   June 2015 - Present
Banco Santander   June 2014 - June 2015
Banco Santander   October 2013 - May 2014
Banco Santander   July 2013 - October 2013
Banco Santander   February 2013 - February 2013
Renta 4   July 2012 - September 2012
Banco Santander   July 2011 - September 2011

Skills
Riesgo financiero, Capital Markets, Financial Markets, Investment Banking, Asesoría financiera, Análisis financiero, Financial Analysis, Inversiones, Private Banking, Portfolio Management, Business Analysis, Banca de inversión, Gestión de riesgos, Financial Advisory, Banking, Financial Services, Inversion, Banca, Banca privada, Análisis de negocio, Strategic Financial..., Commercial Banking, Finanzas corporativas, Mercado de capitales, Gestión de cartera de..., Financial Risk, Servicios financieros, Mercados financieros, Investment Advisory

Ryan Fagan

Langdon Hills, Essex, United Kingdom
Corporate Analyst at HSBC Bank Plc
Financial Services

Education
St Johns School, Billericay   2003 — 2011

ifs University College

Experience
HSBC Bank Plc   September 2013 - Present
HSBC   January 2012 - September 2013
HSBC   January 2011 - January 2012

Skills
Portfolio Management, Credit, Commercial Banking, Financial Risk, Electronic Payments, Credit Risk, Trade Finance, Corporate Finance, Customer Service, Finance, Credit Analysis

Ryan Thomas AIFS PCertB

United Kingdom
Relationship Manager at HSBC
Banking

Education
ifs University College   2012 — 2014
Associate's Degree, Financial Markets & Risk

Experience
HSBC   August 2015 - Present
Barclays   January 2008 - July 2015

Skills
Credit Analysis, Relationship Management, Loans, Cross Selling, Financial Risk, Operational Risk, Payments, KYC, Financial Services, Credit, AML, Credit Risk, Commercial Lending, Portfolio Management, Commercial Banking, Risk Management, Banking

Saad Karim

London, United Kingdom
Analyst, Large Corporate Loan Management Unit at HSBC
Legal Services

Education
ifs University College   2014 — 2016
Bachelor of Science (BSc), Banking Practise and Management

City University London   2011 — 2014
Bachelor of Laws (LLB), Banking, Commercial, Agency, & International Economic Law, [2:1]

College of North West London   2009 — 2011
A-Level, Economics, Sociology, Religious Studies, [AAB]

Experience
HSBC   April 2015 - Present
HSBC   October 2014 - April 2015
Free Representation Unit   November 2013 - April 2015
AKAD Trust   January 2013 - April 2015
City University London   November 2012 - July 2014
London Universities Mooting Shield (LUMS)   November 2013 - May 2014
JB Lawsons   July 2012 - September 2012
City University London   September 2011 - September 2012
No5 Chambers; 15 New Bridge Street Chambers; 4 Kings Bench Walk Chambers & Goldsmith Chambers   2012 - 2012
Wimbledon Solicitors   July 2011 - September 2011

Skills
Legal Writing, Corporate Law, Negotiation, International Law, Moot Court, Customer Service, Research, Economics, Teamwork, Real Estate, Banking Law, Analysis, Legal Research, Advocacy, Public Speaking, Constitutional Law, Investments, Strategic Planning, EU Law, Legal Advice

Sabrina Jarrett

London, Greater London, United Kingdom
Personal Banker at Barclays UK Retail and Business Bank
Banking

Education
ifs University College   2013 — 2016
Bachelor's Degree, Banking Practice & Management

London Leisure College   2005 — 2008

Eltham Hill Technology College for Girls   2000 — 2005

Experience
Barclays UK Retail and Business Bank   January 2009 - Present
French Connection   September 2008 - November 2008
Inditex   July 2007 - August 2008

Skills
Loans, Risk Analysis, Landlord Tenant Disputes, Long-term Customer..., Credit Risk, Credit, Building Customer..., Deep Tissue Massage, Evictions, Retail Banking, Finance, Fair Housing Law, Banking, Personal Banking, Cross Selling

Sahid Ali (AMIEx)

London, United Kingdom
International & Business Banking
Banking

Education
ifs University College   2015 — 2016

Institue of export and international trade   2014 — 2014
AMIEx, International Business/Trade/Commerce

University of Westminster   2000 — 2003
Bachelor's Degree, Computer Science

Experience
Barclays   October 2013 - Present

Skills
Business Development, Retail Banking, Private Banking, Finance, Operational Risk, AML, International Trade, Start-ups, International..., Business Relationship..., Technical Presentations, Banking, Small Business, Core Banking, Credit Analysis, Strategy, Credit Cards, Information Systems, Financial Services, Portfolio Management, Business Strategy, Commercial Banking, Negotiation, Business Analysis, New Business Development, Restructuring, Financial Analysis, Risk Management, Networking, Corporate Finance, Credit Risk, Credit, Financial Risk, Project Management, Funding, KYC, Trade Finance, Business Planning, FX Options, Relationship Management, Business Networking

Sam Duff DipFA CeMAP

Peterborough, United Kingdom
Financial Adviser at TNS FINANCIAL SERVICES LIMITED
Financial Services

Education
ifs University College   2014 — 2015
Diploma In Financial Services

ifs University College   2014 — 2014
CeMAP

ifs University College
CeFAP, Financial Planning and Services

Experience
TNS FINANCIAL SERVICES LIMITED   March 2015 - Present
Lloyds Banking Group   February 2014 - Present
Barclays   March 2013 - February 2014
Barclays   January 2009 - February 2013

Skills
Financial Reporting, Finance, Stakeholder Management, Portfolio Management, Credit, Financial Services, Management, Risk Management, Relationship Management, Customer Satisfaction, Coaching, Customer Service, Financial Advisory, Change Management, Retail Banking, Banking, Cost Management, Training Delivery, Leadership

Sam Grech

Malta
Senior Executive Business Development
Financial Services

Education
ifs University College

Experience
Growth Investments Limited   May 2007 - Present
MSV Life p.l.c.   May 2007 - Present
Azzopardi Financial Services   September 2000 - May 2007

Skills
Financial Modeling, Investments, Hedge Funds, Capital Markets, Valuation, Corporate Finance, Asset Management, Asset Managment, Negotiation, Insurance, Financial Markets, Equities, Mutual Funds, Financial Services, Risk Management, Relationship Management, Banking, Portfolio Management, Management Consulting, Financial Analysis, Wealth Management, Business Strategy, Fixed Income

Sam Rayner

Swindon, United Kingdom
Financial Review Assessor at Nationwide Building Society
Financial Services

Education
ifs University College   2013 — 2014
Level 4 Diploma for Financial Advisers, Financial Planning and Services

New College Swindon
A levels, Geography, Social Biology and Sports Studies

Experience
Nationwide Building Society   April 2011 - Present
Zurich Independant Financial Services   April 2001 - September 2004
Zurich Financial Services   September 1998 - April 2001

Skills
Financial Risk, Wealth Management, Insurance, Risk Management, Investments, Banking, Financial Planning, Pensions, Retirement Planning, Financial Services

Sam Strange

Bristol, United Kingdom
Personal Banking Manager at Nationwide Building Society
Financial Services

Education
Cirencester College   2010 — 2013
Business studies BTEC, Financial studies BTEC & Economics A level, Business/Commerce, General

ifs University College
CeMap 1, Financial Planning and Services

Experience
Nationwide Building Society   Customer Service AssistantCoventry Building SocietyJuly 2013 - July 2014
Somewhere Else Cirencester   August 2011 - May 2013

Skills
Banking, Relationship Management, Risk Management, Loans, Credit, Retail Banking, Financial Services

Saman M

London, Greater London, United Kingdom
DipFa,DiMap,CeMap,CIMA certificate level student
Accounting

Education
The Chartered Institute of Management Accountants
CIMA diploma

ifs University College
CeMap

Samantha Fenech

Malta
Relationship Officer at Bank of Valletta plc
Financial Services

Education
ifs University College   2011 — 2013
Foundation degree in Financial Services Sector

MCAST   2006 — 2008
Financial Services

Junior College   2004 — 2006
A levels in Computing & Marketing

ifs University College
Certificate for financial advice, Not finished yet

Experience
Bank of Valletta plc   April 2011 - Present
Bank of Valletta plc   September 2008 - April 2011

Skills
ability to work under..., flexible - doing..., Microsoft Word, Microsoft Excel, PowerPoint, Sales, Training, Microsoft Office