ifs University College Alumni

Samantha Fido

Bristol, United Kingdom
Relationship Director, Santander Corporate & Commercial Passionate about developing relationships with local SMEs
Financial Services

Education
ifs University College
BSC Hons in Banking Practice and Financial Management

ifs University College
Associate's Degree, Diploma in Retail Financial Services

University of the West of England
Bachelor's Degree, Law

Oldfield Sports College

Experience
Santander UK Corporate & Commercial   January 2015 - Present
HSBC Commercial Banking   August 2013 - January 2015
HSBC Commercial Banking   March 2012 - August 2013
HSBC Commercial Banking   February 2011 - March 2012
HSBC   September 2007 - January 2011

Skills
Financial Risk, Portfolio Management, Finance, Commercial Banking, Business Planning, Business Strategy, Management, Risk Management, Credit, Credit Risk, Retail Banking, Business Development, Commercial Lending, Banking, Relationship Management, Credit Analysis

Samantha Hughes-Dowdle DipFA

Bletchley, Milton Keynes, United Kingdom
Independent Financial Adviser at Excel 121 Ltd
Financial Services

Education
ifs University College   2010 — 2012
DipFA, CeFA, CeMAP

University of Reading   1993 — 1997
BA(Hons) 2:1

Bedford High School for Girls

Ruprecht-Karls-Universität Heidelberg / University of Heidelberg

Experience
Excel 121 Ltd   November 2013 - Present
The Pensions Exchange Ltd   July 2011 - October 2013
Trek Bicycle Corporation   January 2005 - June 2008
Mizuho International   January 2002 - February 2004
Thomson Reuters   September 2001 - January 2002
Numata City Government, Gunma Prefecture, Japan   July 1997 - September 2001

Skills
Management, Finance, Individual Pension Plans, Asset Management, Investment Strategies, Insurance, Income Protection, Pensions, Financial Advisory, Retirement, Financial Planning, Financial Services, Pension Schemes, Investments, Wealth Management, Portfolio Management, Savings, Asset Managment, Strategic Financial..., Marketing

Samantha Sharrard

United Kingdom
PA to Directors/ Trainee technical advisor/ Mortgage Advisor at ProSynergy Wealth and Tax Management Ltd
Financial Services

Education
CII   2015 — 2015
RO3 Personal Taxation, Taxation, PASS

ifs University College   2013 — 2014
CEMAP, Mortgage Advice, Merit & Distinction

Instiute of Interior Design   2011 — 2013
Diploma, Interior Design

Great Wyrley Performing Arts   2000 — 2006
A Levels, Business & Law

Experience
Pro-Synergy Wealth and Tax Management Mtd   July 2013 - Present
Fresh Start   January 2010 - June 2013
Monarch Airlines   March 2008 - November 2009

Skills
Management, Strategic Financial..., Communication, Insurance, Financial Services, Life Insurance, Financial Advisory, Financials, Pension Administration, Business Planning, General Insurance, Business Development, Problem Solving, Customer Service, Mortgage Insurance, Relationship Management, Retirement, Time-efficient, Interior Design, Promotions, Self Management, Mortgage Brokers, Motivated self-starter, Negotiation, Business Strategy, Face to Face Sales, Income Protection, Mortgage Lending, Target Marketing, Financial Planning, Investments, Sales, Wealth Management, Finance, Pensions

Samuel Bullock

London, Greater London, United Kingdom
Area Mortgage Manager Recruiting in London
Financial Services

Education
Seevic College   1998 — 2000

Castle View Secondary School   1993 — 1998

ifs University College
CeMAP 1, CeMAP 2, CeMAP 3, AdvCeMAP, CeRCC, CeSRE, CeARL

Experience
TSB Bank   March 2015 - Present
Connells Group   February 2014 - March 2015
Countrywide Mortgage Services   November 2007 - February 2014
Countrywide Mortgage Services   January 2004 - November 2007

Skills
Real Estate Finance, Mortgage Lending, Investigation, Real Estate Investment, IT skills, Complaints Processes, Negotiation, Training Needs Analysis, Income Protection, Training Delivery, General Insurance, Management, Real Estate Economics, Training & Development, Microsoft Office, Compliance, Customer Service, Wills, Wealth, Sales Management, Financial Regulation, Finance, Protection, Staff Training, Personal Protection, Sales, Investment Properties, Financial Services, Employee Training, Performance Improvement, Insurance, Investments, Equity Release, Real Estate, Supervisory Skills, Regulatory Requirements, Leadership Development, Training Skills, Assurance, Residential Mortgages, Curriculum Design, Training, Funding, Soft Skills, Regulated Complaints

Samuel England

Halifax, West Yorkshire, United Kingdom
Manager, Global Transaction Compliance at Lloyds Banking Group
Banking

Education
The University of Sheffield   2010 — 2011
MSc, Economics and Health Economics

The University of Sheffield   2007 — 2010
BA (Hons), Economics

ifs University College   2011 — 2013
Professional Diploma in Banking Practice Management

Experience
Lloyds Banking Group   September 2011 - Present
Capita Hartshead   June 2010 - August 2010
Asda   July 2008 - June 2010

Skills
Banking, Stakeholder Management, Investments, Risk Management, Economics, SEPA, PowerPoint, Econometrics, Change Management, Retail Banking, Problem Solving, Excel, Project Planning, Microsoft Excel, Business Analysis, Payments, Teamwork

Samuel Robson

London, United Kingdom
Project Manager
Marketing and Advertising

Education
ifs University College   2012 — 2014
Bachelor's Degree, BSc (Hons) in Banking Practice and Management

Naresuan University Bangkok Campus   2011 — 2011
MBA, International Business Practice in the Asia-Pacific Region

St Mary's University College, Twickenham   2010 — 2011
MBA, International Business Practice

The University of Manchester   2005 — 2008
BSocSc, Social Anthropology

The Beauchamp College   2002 — 2004
A Levels, Geography, Mathematics, Psychology

Experience
HSBC   September 2014 - Present
HSBC   September 2012 - September 2014
Dream Careers Inc.   May 2012 - August 2012
Dream Careers Inc.   January 2012 - March 2012
Mountbatten Institute   September 2010 - December 2011
Foreign and Commonwealth Office   September 2010 - September 2011
Dream Careers Inc.   May 2010 - August 2010
Rushey Mead Sports and Science College   September 2008 - May 2010
American Red Cross   June 2007 - August 2007
Yigao High School, Xi’an Xin’an   June 2004 - December 2004

Skills
Strategy, Marketing Communications, Research, Time Management, Event Management, Business Strategy, Fundraising, Photography, Leadership, Management, Training, Public Speaking, Event Planning, Analysis, Social Media, Blogging, Non-profits, Social Media Marketing, Public Relations, Nonprofits, Teamwork, Editing, Customer Service

Sandra Appleby CeMap DipFa

Sunderland, United Kingdom
Bank manager at Lloyds Banking Group
Banking

Education
ifs University College   2012 — 2015
DIPFA, Financial Planning and Services

ifs University College   2006 — 2006
CeMap Level 3, Mortgage Regulations and Services

ifs University College   2002 — 2002
FPC1, Financial Planning and Services

Durham University Business School   1981 — 1983
BEC National Diploma, Business Administration and Management, General

Experience
Lloyds Banking Group   October 2012 - Present
Lloyds Banking Group   January 2012 - October 2012
Lloyds Banking Group   May 2006 - May 2006
Lloyds Banking Group   January 2005 - May 2006

Skills
Team Leadership, Financial Risk, Customer Service, Investments, Insurance, Financial Planning, Portfolio Management, Banking, Management, Mortgage Lending, Risk Management, Financial Services, Relationship Management, Retail Banking, Loans

Sandra Davies

Madrid Area, Spain
Senior Trade & Investment Adviser at UK Trade & Investment (UKTI) Barcelona
Banking

Education
ifs University College   2013 — 2014
Certificate in International Trade and Finance

CECO (Centro de Estudios Económicos y Comerciales) e ICEX   2011 — 2011
Member of the PIPE programme (Export Promotion & Planning)

Cambridge University   2010 — 2010
International Diploma in Business

ESDEN (School of Business & Technology) Madrid   2009 — 2010
Master's degree in Export Administration & Management

Universidad Autónoma de Madrid   2004 — 2009
Bachelor of Business Administration (BBA)

Experience
UK Trade & Investment (UKTI)   January 2015 - Present
BMCE Bank International   April 2012 - November 2014
Shal S.L. (Semillas e Hidrosiembras Alavesas)   November 2009 - December 2011
Pursuit NHA International   November 2009 - September 2010
Bankinter   September 2008 - January 2010

Skills
International Trade, Management, Business Planning, Business Strategy, Project Management, Business Development

Sandra Penfold

London, Greater London, United Kingdom
Financial Crime Global Education and Training Director
Financial Services

Education
ifs University College   1985 — 1993
Associate's Degree, Banking, Associate

Training Foundation   2008 — 2010
Diploma @ 2, Learning Facilitation and Learning & Development Management

Cranfield University - Cranfield School of Management   2002 — 2002
women as leaders

Factors & Discounters Assoc   1995 — 1998
Diploma, Factoring & Discounting

International Compliance Association   2013 — 2014
Distinction

Richmond School   1973 — 1980
High School, 3 A levels

Experience
Barclays   August 2015 - Present
Santander   February 2015 - July 2015
Consultant/ Contractor   September 2014 - February 2015
HSBC   September 2013 - June 2014
HSBC   January 2012 - September 2013
Barclays   January 2007 - January 2012

Skills
Recruiting, Leadership Development, leadership development, Culture Change, Team Management, Process Improvement, Organizational..., Financial Risk, Training, Performance Management, Financial Services, Compliance Management, Succession Planning, Management Consulting, Risk Management, Leadership, Strategy, Program Management, Stakeholder Management, Commercial Banking, project management, Credit Risk, Management, Retail Banking, Relationship Management, Vendor Management, Operations Management, Human Resources, Project Management, Banking, Change Management, Governance, Business Strategy, Employee Engagement, Business Transformation, Talent Management

Sanj Singh Cemap

Edinburgh, United Kingdom
Personal Mortgage Advisor at Royal Bank of Scotland
Banking

Education
Chartered Banker Institute   2015 — 2015
Professional banker certificate

ifs University College   2015 — 2015
Cemap 2, Cemap

ifs University College   2015 — 2015
Cemap 3 Assessment Of Mortgage Advice Knowledge, Cemap

ifs University College   2014 — 2015
Professional qualification, Cemap 1

Leith Academy   1993 — 1999

Experience
Royal Bank of Scotland   August 2015 - Present
Royal Bank of Scotland   January 2012 - Present
Royal Bank of Scotland   January 2007 - July 2009

Skills
Credit, Financial Services, Risk Management, Financial Risk, Credit Risk, Relationship Management, Retail Banking, Cross Selling, Credit Cards, Banking, Portfolio Management, Finance, Loans, Private Banking, Credit Analysis, Commercial Banking

Sarah Levett DipFA AdvDipFA CMIFS AwPETR

Cambridge, United Kingdom
Trainee Consultant at Mattioli Woods plc
Financial Services

Education
ifs University College
Level 6 Advanced Diploma in Financial Advice

Samuel Ward Upper School & Technology Sixth Form   2003 — 2004
Maths, French, German and Chemistry

Experience
Mattioli Woods plc   February 2015 - Present
Mattioli Woods plc   June 2014 - Present
Atkinson Bolton Consulting Ltd   July 2010 - May 2014
Atkinson Bolton Consulting Ltd   September 2007 - July 2010

Skills
Executive Support, EIS, Wealth Management, Financial Services, Maintaining Strong..., Pensions, Portfolio Management, Inheritance Tax Planning, Wealth, CRM, Life Insurance

Sarah Scales

Harlow, Essex, United Kingdom
Mortgage Advisor at Barclays
Banking

Education
ifs University College   2015 — 2015
CEMAP 1- Merit Pass

ifs University College   2015 — 2015
CEMAP 2 Unit 3- Mortgage Law, Policy, Practice & Markets- Distinction

ifs University College   2015 — 2015
CEMAP 2 Unit 5 Mortgage payment methods & products- Pass

ifs University College   2015 — 2015
CEMAP Unit 6 Mortgage Arrears & Post Completion issues- Merit

ifs University College   2015 — 2015
CEMAP 3 Unit 7 Assessment of Mortgage advice & knowledge- Merit

ifs University College   2015 — 2015
CEMAP 2 Unit 4 Mortgage Applications- Merit

Hertford Regional College- Ware   2005 — 2007
NVQ Level 2 & 3 Beauty Therapy

St Marys Catholic School   1999 — 2005

Experience
Barclays   February 2015 - Present
Barclays   September 2012 - February 2015
Barclays   January 2008 - September 2012

Skills
Mortgage Lending, Credit Risk, Risk Management, Retail Banking, Relationship Management, Financial Services, Management, Credit, Loans, Portfolio Management, Customer Service, Finance, Financial Risk, Banking, Commercial Banking

Scott Falconer

London, Greater London, United Kingdom
HSBC Corporate Banking Management Trainee
Banking

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

The University of Stirling   2009 — 2013
Bachelor of Science (BSc) with Honours in Psychology, 2.1

Experience
HSBC Commercial Banking   April 2014 - Present

Skills
Industry Research, FAS, Credit Risk, Corporate Finance, SPSS, Leadership, Problem Solving, Quantitative Research, Trade Finance, Teamwork, Microsoft Excel, Qualitative Research, Financial Analysis, Commercial Banking, Time Management, Mental Health First Aid, Communication

Scott Gilmour

Livingston, West Lothian, United Kingdom
Looking for career opportunity.
Financial Services

Education
ifs University College   2015 — 2015
CeMAP

Napier University   2009 — 2013
Bachelor of Arts (BA) with Honours, Business Studies with Finance

West Calder High School   2001 — 2007

Experience
Intelligent Finance   November 2014 - Present
ALDI Stores   July 2013 - June 2014
ALDI Stores   September 2012 - June 2013
On-Campus Promotions   November 2012 - March 2013
ALDI Stores   August 2011 - August 2012
Asda Stores Ltd   October 2005 - July 2011

Skills
Inventory Control, Inventory Management, Finance, Operations Management, Team Management, Retail, Recruiting, Customer Satisfaction, Performance Management, Profit, Training, Logistics, Project Management, Forecasting, Leadership, Interviews

Scott James, PcertB

Romford, Greater London, United Kingdom
Director, NatWest Business Banking
Banking

Education
ifs University College   2014 — 2016
Professional Diploma in Banking Practice and Management, Banking and Financial Support Services

ifs University College   2012 — 2014
Professional certificate in banking

South east college of arts and technology   1992 — 1994
Engineering

Castle View   1987 — 1992
GCSE's

Experience
NatWest   June 2010 - Present
Garrison Residents Association   November 2014 - June 2015
NatWest Bank   August 2005 - June 2010
Welcome Financial Services   June 2002 - August 2005
First Data Corporation   October 2001 - June 2002
NatWest Bank   July 1997 - October 2001

Skills
Commercial Lending, Sales, Banking, New Business Development, Credit Risk, Wealth Management, Customer Service, Project Delivery, Stakeholder Management, Finance, Portfolio Management, Team Management, Commercial Banking, Payments, Financial Risk, ABS, Trade Finance, Operational Risk, Mortgage Lending, Negotiation, Team Leadership, Retail, Credit Analysis, Credit, Financial Services, Business, Leadership, Invoice Discounting, Coaching, Asset Based Lending, Business Development, Training, Business Relationship..., Retail Banking, Building Relationships, People Development, KYC, Funding, Credit Cards, Private Banking, Cross Selling, Commercial Mortgages, Start-ups, Delegation, Risk Management, Small Business, Branch Banking, Small Business Lending, Relationship Management, Loans

Sean Sheffield

Manchester, Greater Manchester, United Kingdom
Corporate Analyst, Real Estate at HSBC
Financial Services

Education
ifs University College   2011 — 2015
Bachelor’s Degree, Banking Practice and Management

The University of Manchester   2002 — 2005
Bachelor of Science (BSc), Mathematics

Experience
HSBC   July 2012 - Present
HSBC Bank UK   April 2010 - June 2012
HSBC Bank UK   July 2009 - April 2010
HSBC Bank UK   February 2008 - July 2009
HSBC Commercial Banking   October 2005 - February 2008

Skills
Microsoft Office, Risk Management, Credit, Financial Analysis, Banking, Corporate Finance, Credit Risk, Commercial Real Estate, Relationship Management, Commercial Banking, Data Analysis

Selina O'Regan

Bristol, United Kingdom
Commercial Portfolio Manager
Financial Services

Education
Chartered institute of securities & investments   2015 — 2015
Investments and Securities, pass

ifs University College   2013 — 2014
Certifications, Certificate in Retail Banking Conduct of Business (CertRBCB), Merit

University of the West of England   2012 — 2013
Legal Practice Course

University of west London   2009 — 2012
Bachelor of Laws (LLB), Law, 2:1

Experience
NatWest   August 2015 - Present
Coutts   September 2014 - August 2015
Coutts   October 2013 - August 2014
ZigZag Education   September 2013 - September 2013
University of the West of England   September 2012 - September 2013
Lindley Johnstone Solicitors Ltd.   April 2013 - April 2013
Ealing Equality Council   August 2011 - May 2012
Andium Trust Company   June 2009 - August 2009
Aztec Financial   May 2008 - June 2008

Skills
Family Law, Property Law, Research, Legal Issues, Document Drafting, Employment Law, Mediation, Commercial Litigation, Civil Litigation, Legal Assistance, Alternative Dispute..., Avaloq, Dispute, Legal Advice, Legal Writing, Legal Research, Dispute Resolution, Immigration Law, Litigation

Shah Abbas Mir

London, Greater London, United Kingdom
Financial Adviser Level 4 Dip Qualified
Financial Services

Education
ifs University College   2014 — 2015
Financial Adviser - Level 4, Finance, Pass

University of the West of Scotland   2011 — 2013
Bachelor’s Degree, Accounting, 2:1

Shane Mansfield

Hardenhuish, Wiltshire, United Kingdom
Account Manager at Henry Howard Finance Group
Financial Services

Education
ifs University College   2008 — 2009
Diploma in Corporate Banking, Finance, General, Pass

Cardiff University / Prifysgol Caerdydd   2000 — 2003
Bachelor's Degree, History, 2:1

Sheldon School   1992 — 1999

Experience
Henry Howard Finance Group   September 2015 - Present
Lombard   September 2007 - September 2015

Skills
Long-term Customer..., Financial Analysis, Credit Analysis, Boxing, Sales, High degree of..., Credit Risk, Customer Relations, Corporate Finance, Customer Service, Martial Arts, Wrestling, Risk Management, Customer Retention, Commercial Banking, Leadership, Relationship Management, Coaching

Shannon Dudley

London, Greater London, United Kingdom
Student at ifs University College

Education
ifs University College   2015 — 2018

Experience
McDonald's Corporation   July 2012 - Present

Skills
Customer Service, Communication, Time Management, Teamwork, Management, Business, Microsoft Word, Training, Finance, Leadership, Microsoft Excel, Microsoft Office

Shanul Islam

London, Greater London, United Kingdom
Business Manager & Franchise Development Manager at NatWest
Banking

Education
Chartered Banker   2014 — 2015
Business Practise, On going

ifs University College   2014 — 2015
Associate's Degree, Markets and Risk Awareness, Passed year 1

University of Westminster
Bachelor's Degree, Accounting and Business/Management, 2:1

Experience
NatWest Business Banking   January 2015 - Present
The Royal Bank Of Scotland Group   October 2009 - Present
The Royal Bank of Scotland Group   October 2009 - Present

Skills
Management, Banking, Risk Management, Credit, Retail Banking, Financial Analysis, Customer Service, Portfolio Management, Microsoft Office, Project Management

Sharon Walshe

Derby, United Kingdom
Head of Partner Field Development at Worldpay
Financial Services

Education
ifs University College   2003 — 2005
CeFA, Financial Advice

ifs University College   2001 — 2003
CeMAP, Mortgages

Derby College   1996 — 1998
3 A-Levels, History, English Language & General Studies

Littleover Community School   1991 — 1996
9 GCSE's A-C, Maths, English Lit, English Lang Double Science, History, Drama, German, Business Studies

Experience
Worldpay   October 2014 - Present
Worldpay   November 2013 - October 2014
Worldpay   April 2013 - November 2013
Worldpay   May 2008 - April 2013
Royal Bank of Scotland International   October 2000 - May 2008

Skills
Payment Services, Residential Mortgages, Payment Systems, Payment Card Processing, Payment Gateways, Cards, Acquiring, Financial Services, Credit Cards, Cross Selling, Electronic Payments, Mobile Commerce, Financial Risk, Credit Risk, Portfolio Management, Alternative Payments, Business Relationship..., Credit Card Processing, Commercial Banking, Payment Cards, Debit Cards, Payment Industry, E-payments, Business Development, Investments, Credit, Mobile Payments, EMV, Payments, Banking, Transaction Processing, Customer Acquisition, Business Strategy, Retail Banking, Private Banking, Merchant Services, Merchant Acquiring, Relationship Management, PCI DSS, Gift Cards

Shaun Macpherson

Watford, United Kingdom
Compliance & Complaints Officer at Prestige Finance Limited
Financial Services

Education
ifs University College   2015 — 2016
Certificate in Mortgage Advice & Practice

Nelson Mandela Metropolitan University   2004 — 2006
3 year National Diploma in Graphic Design, Graphic Design

Hudson Park High School   1999 — 2003
Matric, English, Afrikaans (2nd language) Biology, History, Art & Business Economics

Experience
Prestige Finance Ltd   December 2008 - Present
Prestige Finance Ltd   May 2008 - December 2008
Prestige Finance Ltd   May 2007 - May 2008
Central Capital   February 2007 - April 2007

Skills
T&C, Microsoft Excel, Finance, Risk Management, Complaint Management, Customer Service, Project Management, Complaints, Performance Management, Financial Risk, Insurance, Credit, Relationship Management, Fraud, Compliance, Quality Control, Banking, Microsoft Office, PPI, Financial Services

Sheena Hunter

Darlington, United Kingdom
Business Development Manager at Darlington Building Society CeMAP, DipMAP, PDFSM
Financial Services

Education
ifs University College   2005 — 2009
Financial Services and Mortgage Advice

Experience
Darlington Building Society   March 2015 - Present
Darlington Building Society   September 1998 - Present
Darlington Building Society   July 2013 - February 2015
Darlington Building Society   April 2006 - June 2013
Darlington Building Society   September 2002 - April 2006
Darlington Building Society   January 2000 - September 2002
Darlington Building Society   September 1998 - January 2000

Skills
Business Strategy, Customer Service, Residential Mortgages, Customer Retention, Business Development, Business Planning, Banking, Loans, Leadership, Sales, Marketing, Financial Planning, Sales Management

Shehzad Samad Khan

London, United Kingdom
Senior Relationship Manager.
Banking

Education
ifs University College   2008 — 2008
Full CeMap & CMA, Certification in mortgage advice and practices

Shorter University   1997 — 2000
"Bachelor of Business Administration" & "Bachelor of Science", Operations, Marketing, Economics & H.R.

Experience
Habib Bank AG Zurich   February 2012 - Present
TATA LIMITED LONDON   June 2008 - February 2012
N.S. Security Services (pvt) ltd.   2005 - 2007
N.S. Security Services (pvt) ltd   2004 - 2005

Skills
Negotiation, Procurement, Multilingual, Logistics, Relationship Building, Sourcing, Leadership, Team Building, Project Planning, Contract Negotiation, Internet Literate, Coaching, Supply Chain, Team Motivation, Insights into various..., Problem Solving, Compliance Management, Global Sourcing, Networking, Excel, Budgeting, Marketing Strategy, Microsoft Office, Customer Service, Proficient in:..., Relationship Management, Operations Management, Administration, Customer Relations, Word, English, Microsoft Excel, International Business, Business Strategy, New Business Development, Well versed in global..., KYC, Planning, Excellent Archiving...

Sherif Sallam

London, United Kingdom
Sales And Services Manager at HSBC Bank UK
Financial Services

Education
ifs University College   2013 — 2014
Professional Certificate in Retail Banking and Management, Retail Banking and Management

Experience
HSBC   June 2014 - Present
HSBC   September 2013 - June 2014
HSBC Bank UK   April 2012 - September 2013

Skills
Management, Microsoft Excel, Microsoft Office, Retail Banking, Relationship Management, Banking, Financial Services, Portfolio Management, Microsoft Word, Credit Cards, Sales, Customer Service, Finance, Project Management, Leadership

Sherrie Banks

London, United Kingdom
Associate Director, Global Banking & Relationship Management, ANZ Bank.
Banking

Education
ifs University College   2008 — 2010
Applied Diploma in Corporate Banking, Banking, Corporate, Finance, and Securities Law, Distinction

Experience
Australia & New Zealand Banking Group Ltd   January 2013 - Present
Australia & New Zealand Banking Group Ltd   February 2011 - January 2013
Bayerische Landesbank   June 2009 - February 2011
Bayerische Landesbank   February 2008 - June 2009
Financial Services Authority   May 2006 - February 2008
Career break   January 2006 - May 2006
Financial Services Authority   October 2004 - January 2006

Skills
Financial Risk, Finance, Fixed Income, Credit, FX Options, Investment Banking, Mergers, Derivatives, Structured Finance, Relationship Management, Risk Management, Capital Markets, Financial Markets, Strategy, Leveraged Finance, Credit Analysis, Credit Risk, Corporate Finance, Loans, Banking

Shilpa Mandalia

London, United Kingdom
Corporate Treasury Dealer at SEGRO plc
Real Estate

Education
Association of Corporate Treasurers   2013 — 2013
Certificate in Risk Management - CertRM

Association of Corporate Treasurers   2011 — 2011
Certificate in International Treasury Management - CertITM

Association of Corporate Treasurers   2010 — 2010
Certificate in International Cash Management - CertICM

ifs University College   2003 — 2006
Bachelor's Degree, Banking and Finance, BSc in Financial Services Associateship (ACIB)

Experience
SEGRO plc   March 2008 - Present
NatWest Bank   October 2005 - February 2008

Skills
Portfolio Management, Financial Analysis, Treasury Management, Valuation, Funding, Asset Management, Investments, Financial Risk, Strategic Financial..., Banking, Commercial Banking, Cash Flow, Corporate Finance

Shilpa Sahu

Sherfield on Loddon, Hampshire, United Kingdom
Mortgage Administrator at Chadney Bulgin LLP
Banking

Education
ifs University College
CeMAP, Mortgage Advice and Practice

Experience
CeMAP   Mortgage AdministratorChadney Bulgin LLPJuly 2014 - Present
Barclays   December 2008 - January 2013

Skills
Payments, Core Banking, Internet Banking, Operational Risk..., Stakeholder Management, Commercial Banking, AML, Branch Banking, Credit Cards, Private Banking, Consumer Lending, Financial Risk, Customer Experience, Relationship Management, Cross Selling, Financial Services, Credit Risk, Credit, Banking, Retail Banking, Project Delivery, Anti Money Laundering, Operational Risk, KYC

Shivani Mahajan (DipFA CeMap MBA Bcom)

United Kingdom
Corporate Relationship Partner
Financial Services

Education
The London School of Economics and Political Science (LSE)   2014 — 2016
Master's Degree, Diploma in Accounting and Finance

Pareto Law   2015 — 2015
Live Telephone Selling

ifs University College   2014 — 2015
Diploma for Financial Accounting DipFA

ifs University College   2014 — 2014
Certificate in Mortgage Advice and Practice CeMap

Amity Business School (Specialisation in HR & PR)   2005 — 2007
MBA – First Class

ICAI India – Part Qualified Chartered Accountancy   2001 — 2004

B.Com Bachelor of Commerce (Honors) - First Class   1998 — 2001

Experience
B4C (Business4Corporate)   August 2014 - Present
High Commission of India   June 2013 - June 2014
Loxford School of Science and Technology   March 2010 - October 2010
Infomerics Valuation and Rating Pvt. Ltd   March 2007 - December 2008
V. Malik & Associates   January 2002 - February 2005
Deloitte   May 2001 - December 2001

Skills
Leadership, CRM, Commercial Mortgages, Multilingual, Mortgage Lending, Client Relations, Portfolio Management, Real Estate, Sales, Finance, Revenue Growth..., Lead Generation, Investment Properties, Credit, risk/quality/compliance, Team Leadership, organisation planning, Sales Process, First Time Home Buyers, Underwriting, Investments, Loans, consulative selling, Customer Service, Project Management, Refinance, Banking, Pensions, Residential Mortgages, Financial Analysis, Operations Management

Shona Conroy BSc CertRP

Great Chart, Kent, United Kingdom
Technical Consultant at Bosch Global Associates Ltd
Staffing and Recruiting

Education
University of Sussex   2012 — 2015
Bachelor’s Degree, BSc Business and Management Studies, 2:1 (Hons)

Highworth Grammar School   2010 — 2012
A Level, Sociology, Business Studies, Economics, A A B

ifs University College   2009 — 2012
CeFS and DipFS, Financial Studies, A A

Highworth Grammar School   2005 — 2010
Secondary School, 12 GCSE, A*-B

Experience
Bosch Global Associates Ltd   May 2015 - Present
Specialist Recruitment Services UK Ltd   January 2013 - April 2015
Sainsbury's   September 2011 - September 2012
Facts International   September 2010 - September 2011

Skills
Pharmaceutical Sales, Medical Device R&D, R&D, Generic Drugs, FDA GMP, ISO 13485, Product R&D, Sales Management, Iso 9000, Healthcare, Food Technology, Environmental Science, Prescription Drugs, IVD, Technical Specialist, Pharmaceutical Industry, Vascular, Design Research, Clinical Research, Specialist Recruiter, Biopharmaceuticals, Global Management, Medical Devices, Class I Medical Devices, orthopeadics, Headhunt, Marketing Management, Medicine, Biotechnology Industry, Nuclear Engineering, Physics, Cosmetics, Wound Care, Technical Recruiting, Product Design, Product Development, Medical Physics, Food Science, Global Sourcing, Sales Operations, 21 CFR Part 11, Ethical Sourcing, Global R&D, Science, R&D Operations, Class II Medical Devices, Clinical Trials, Pharmacists, Executive Search, Life Science Industry

Shreyas Pandit

Guildford, United Kingdom
Student at The London School of Economics
Financial Services

Education
CFA Institute   2015 — 2018
Passed CFA Level 1 (June 2015, on first attempt)

The London School of Economics and Political Science (LSE)   2015 — 2016

ifs University College   2014 — 2015
Professional Diploma in Banking Practice and Management, Merit

University of Warwick   2010 — 2013
BSc, Economics, 2:1 (1:1 in Final Year and Dissertation)

George Abbot School   2003 — 2010

Experience
Barclays Corporate Banking   September 2014 - Present
Barclays Corporate Banking   September 2013 - August 2014
University of Warwick   February 2012 - July 2013
Centre for Economic and Social Inclusion   August 2012 - August 2012
Tata Consultancy Services   July 2012 - July 2012
Ernst & Young   July 2012 - July 2012
Horsley and Send Cricket Club, Guildford City Cricket Club, Spin6 Cricket   January 2008 - September 2011
Nokia   July 2009 - July 2009
SEEDA   July 2007 - July 2007

Skills
Statistics, Time Management, Research, Fundraising, Leadership, Corporate Finance, Microsoft Excel, Microsoft Word, Change Management, Analysis, Social Media, Financial Analysis, Accounting, Java, Teamwork, Editing, Marketing, Economics, Windows, Negotiation, Business Strategy, Marketing Communications, HTML, English, Matlab, Event Management, Risk Management, Customer Service, Strategic Planning, Sales Finance, Coaching, Public Speaking, Financial Risk, Photoshop, Microsoft Office, Data Analysis, Team Leadership, PowerPoint, Project Management

Shweta Desai

London, Greater London, United Kingdom
Client Relations
Management Consulting

Education
ifs University College   2015 — 2016
CeMAP, Mortgage

LJIMS
Master of Business Administration (M.B.A.) Finance

Experience
Desai Management Services   July 2011 - Present
Birla Sun Life Asset Management Company Ltd   September 2008 - May 2011
Tata Asset Management Ltd   July 2007 - September 2008

Skills
Microsoft Office, Team Management, Mutual Funds, Wealth Management, Strategic Planning, Competitive Analysis, Financial Planning, Relationship Management, New Business Development, Team Building, Customer Service, Banking, Management, Portfolio Management, Sales Management, Investments, Marketing

Sid Rana CeFA CeMAP CeRER

Birmingham, United Kingdom
IFA in the making! at Studying Diploma 4 AFA
Banking

Education
ifs University College   2015 — 2015
CeMAP

ifs University College   2015 — 2015
Associate’s Degree, Certificate in Regulated Equity Release, Merit

Off site hotel location in Leeds head office   2000 — 2000
Associate's Degree, Certficate of Financial Advisers, Pass in all 3 papers first time

Night School   1990 — 1992
Associate's Degree, HNC Business and Finance, HNC Pass level

Matthew Boulton College   1984 — 1987
High School, College A-levels, A-levels Biology D grade and Physics C grade

Handsworth Wood Boys School   1979 — 1984
High School, O-Level, 10 Passes at O-level

Experience
Studying Diploma 4 AFA   May 2015 - Present
Lloyds Banking Group   April 2000 - April 2015
Halifax Estate Agents   July 1997 - April 2000
Dixons Estate Agency   July 1994 - July 1997
Paragon Mortgages Plc   April 1988 - July 1994

Skills
Wealth Management, Relationship Management, Mortgage Lending, Second Language..., Teamwork, Insurance, Portfolio Management, Life Insurance, Banking, Sales, Retail Banking, Financial Advisory, Investments, Team Building, Long-term Customer..., Real Estate, Cross-cultural..., Financial Services

Simeon Iliev

London, Greater London, United Kingdom
IFA Level 3
Financial Services

Education
ifs University College   2007 — 2008
Certificate of Financial Advisers

University Of Economics - Varna   1998 — 2003
Bachelor’s Degree, International Economic Relations

Experience
Intelligent Financial Services Ltd   2011 - 2011
Concours Capital   2010 - 2011
Finansec Ltd.   2008 - 2010

Simon Collier

London, United Kingdom
Global Head of Wealth Solutions, RBWM at HSBC
Financial Services

Education
ifs University College   1981 — 1984
ACIB

North East Wales Inst HE   1979 — 1981
ONC

Cambridge County High School   1972 — 1977

Experience
HSBC   July 2015 - Present
HSBC   February 2012 - July 2015
Sondent Group   May 2007 - February 2013
DST Global Solutions   August 2009 - October 2012
Foreside Financial Group, LLC   April 2005 - July 2009
Citi   September 1997 - April 2005
Chase   September 1993 - September 1997
HSBC   January 1982 - September 1993

Skills
Financial Services, ETFs, Infrastructure..., Settlement, Equities, Collateral Management, Operational Risk, Operations Workflow, Middle Office, Greater China, Vendor Management, Banking, Product Management, Prime Brokerage, Asset Management, Mutual Funds, Capital Markets, Fixed Income, Back Office, Interim Management, Product Requirements, Wealth Management..., PMO, Clearing, Broker Clearing, Request for Proposal, Corporate Actions, Investment Management, Emerging Markets, Program Management..., Sub Custody, Financial Markets, Hedge Funds, Derivatives, AML, Functional..., Global Transaction..., Capacity Planning, Management Consulting, Funding, Operations Management, RFP, Financial Transactions, Fund Administration, Solution Selling, Global Custody, Project Management, FX Options, Separately Managed..., Securities

Simon Treadaway

Redhill, United Kingdom
Chartered Financial Planner at Aspect8 Ltd
Financial Services

Education
ifs University College   2006 — 2014
Adv DipFA, Financial Advice

Experience
Apect8 Chartered Financial Planners   October 2011 - Present
HSBC Bank UK   March 2011 - October 2011
Pebble Financial   February 2008 - March 2011
Lloyds Banking Group   September 2006 - December 2007
Wyatt & Son   July 2005 - September 2006

Skills
Savings, Portfolio Management, Financial Planning, SIPP, Investment Strategies, Retirement Planning, Annuities, Equities, Equity Release, Wealth Management, Estate Planning, Inheritance Tax Planning, Asset Allocation, Financial Advice, Critical Illness, Income Protection, Protection, Retirement, Insurance, Financial Advisory, Mortgage, Pensions, Strategic Financial..., Investments

Simon Tuson CeFAP DipFA CeMAP LLB (Hons) Law

Kingston upon Thames, United Kingdom
Financial Adviser at County Financial Ltd
Financial Services

Education
ifs University College   2013 — 2014
DipFA

University of Surrey   2002 — 2005
Law LLB, Law

De La Salle Holy Cross College

Experience
County Financial Ltd   Financial ConsultantLloyds Bank2010 - 2012
Lloyds TSB   February 2008 - 2012
LexisNexis   February 2005 - July 2007

Sophie Purnell

Skipton, North Yorkshire, United Kingdom
at
Financial Services

Education
ifs University College   2015 — 2015
Assessment of Mortgage Advice and Knowledge, Merit Pass

ifs University College   2014 — 2014
UK Financial Regulation and Products, Merit Pass

ifs University College   2014 — 2014
Mortgages, Merit Pass

Aireville School   2002 — 2006
High School

Experience
me Smarter Mortgage Services   September 2015 - Present
me Smarter Mortgage Services   September 2015 - Present
me Smarter Mortgage Services   June 2014 - Present
Skipton Building Society   May 2011 - June 2014
Skipton Building Society   January 2008 - May 2011

Skills
Active Directory, Business Process..., Home Movers, Investment Property, General Insurance, Financial Services, Building Loans, Residential Mortgages, Insurance, Buy to Let, ITIL, Commercial Mortgages, First Time Buyes, Mortgage Lending, Disaster Recovery, Customer Service, Project Delivery, Change Management, Critical Illness, Personal Protection, Bridging Finance, Health Insurance

Stacey Rodgers

Norwich, United Kingdom
Assistant Manager at Leeds Building Society
Financial Services

Education
Taverham high school   1996 — 2000

ifs University College
Cemap

Experience
Leeds Building Society   June 2010 - Present
Leeds Building Society   June 2006 - July 2010

Skills
Portfolio Management, Management, Relationship Management, Credit Risk, Banking, Retail Banking, Investments, Financial Services, Finance, Insurance, Credit Analysis, Mortgage Lending, Loans, Financial Risk, Risk Management, Commercial Banking

Stephen Farrow

Leicester, United Kingdom
PPI Case Analyst at Shop Direct
Financial Services

Education
ifs University College   2015 — 2016
DipFA, Financial Planning and Services

De Montfort University   1997 — 2000
Bachelor's Degree, Business Administration and Management, General, 2:2

Duke of York's Royal Military School   1990 — 1997
High School, Business and Finance, Advanced GNVQ - Merit

Experience
Shop Direct   September 2015 - Present
SMF Consultancy Ltd   June 2015 - Present
Grovelands   June 2014 - June 2015
KPMG UK   June 2013 - January 2014
Grovelands   November 2012 - May 2013
Huntswood   October 2010 - July 2012
Knowsley Council   May 2008 - July 2010

Skills
Access, Project Management, Time Management, Microsoft Excel, Insurance, Financial Services, Analysis, Outlook, Training, Software Documentation

Stephen Ryder

Wigan, United Kingdom
Business Banking Specialist/ Property investor/ landlord
Banking

Education
City & guilds   2014 — 2014
City & guilds digital driving licence, Pass

ifs University College   2013 — 2014
IFS Certificate business banking conduct, Level 3

Wigan and Leigh college   2006 — 2008
Chemistry, biology

Up holland

Experience
personal   September 2012 - Present
Barclays   January 2015 - Present
Barclays   May 2013 - January 2015
Barclays Bank   March 2009 - January 2013
Barclays Bank   May 2006 - March 2009
Mercedes-Benz UK Ltd   May 2005 - May 2006
Selfridges   2003 - 2005

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

Steve Collinson

Henton, Somerset, United Kingdom
Training Workstream Lead Nationwide Building Society (Contract)
Professional Training & Coaching

Education
ifs University College
CeMAP

PRINCE2 through ILX
Accredited PRINCE2 Practitioner

OPP, Oxford
Myers Briggs

CII   2000 — 2011
Diploma/AFPC, R02, G10, G20, H15

Oxford School of Coaching & Mentoring   2007 — 2008
Certicate, Coaching & Mentoring

St Michaels College, Leeds   1973 — 1982

Experience
Nationwide Building Society   November 2013 - Present
Lloyds Banking Group   September 2013 - November 2013
Nationwide Building Society   February 2013 - August 2013
Nationwide Building Society   May 2012 - December 2012
Thomson Reuters   December 2011 - May 2012
Lloyds Banking Group   September 2010 - August 2011
Tesco Bank   June 2010 - September 2010
Clarity Quest Training   August 2009 - June 2010
Friends Provident   February 2005 - July 2009
Prudential   2000 - 2005

Skills
Analysis, Coaching, Soft Skills, Performance Improvement, Systems Training, Management Development, Learning Consultancy, Training Projects, eLearning, Strategy, Myers Briggs, Investments, Investment Principles, Sales/Sales Management..., Stakeholder Management, RDR, Key Account Management, NLP, Team Management, Management, Presentation Coaching, E-Learning, Learning Design, Business Coaching, Performance Management, Employee Training, MBTI, Training Needs Analysis, Training Delivery, PRINCE2, Blended Learning, Training, Workshop Facilitation, Business Process...

Steve Wakefield

Reading, United Kingdom
Service and Sales Manager at HSBC
Banking

Education
ifs University College   2013 — 2013
CertRBCB, Finance, General

ifs University College   2009 — 2011
DipRFS, Finance, General

Bulmershe School   1999 — 2006

Experience
HSBC   September 2011 - Present
HSBC   January 2008 - September 2011

Skills
Research, Management, Risk Management, People Development, Microsoft Office, Microsoft Word, Team Management, Regulatory Compliance, Banking, Cash Handling, People Management, Problem Solving, Sales Management, Retail Banking, complaint handling, Microsoft Excel, Forward Planning, Personal Finance

Steven Parker

London, United Kingdom
Head of Consulting, EMEA at Experian
Financial Services

Education
Academy of Executive Coaching
Executive Coaching Certificate (accredited by International Coach Federation)

The Institute of Directors   2007 — 2013
Chartered Director

INSEAD   1989 — 1989
MBA (Distinction), Business Administration

ifs University College   1981 — 1988
Chartered Associateship

University of Oxford   1977 — 1981
MA (Hons), French & Philosophy - Magdalen College

Experience
Experian   September 2014 - Present
The Shaftesbury Partnership Ltd   January 2014 - September 2014
Visa Inc.   November 2009 - December 2013
Visa   June 2006 - November 2009
The Royal Bank of Scotland   September 2004 - June 2006
Standard Chartered Bank   March 2004 - September 2004
Standard Chartered Bank   January 2001 - March 2004
Standard Chartered Bank   January 1997 - January 2001
InterContinental Hotels Group   July 1994 - December 1996
InterContinental Hotels Group   January 1993 - July 1994

Skills
Financial Services, Retail, Corporate Communications, Strategic Partnerships, Business Planning, Lobbying, Analytics, Credit Cards, Pricing, Business Development, Mobile Payments, Marketing Strategy, Strategic Planning, Marketing Communications, Strategy, Market Research, Change Management, Banking, Leadership, Payments, Governance, Sponsorship, CRM, Product Marketing, Cross-functional Team..., Management, Recruiting, Team Leadership, Emerging Markets, Product Development, Segmentation, Integrated Marketing, Digital Marketing, Portfolio Management, Marketing, Management Consulting, Product Management, Project Management, E-commerce

Stuart Anthony

Esher, Surrey, United Kingdom
Independent Financial Planner at Totara Financial Planning / IFA / Mortgage Adviser / Squash, Cricket and Snooker player
Financial Services

Education
ifs University College   2010 — 2015
CeMAP, CeFa, DipFA, Adv DipFA, Financial advice and planning, Level 6

University of Wales   1997 — 2001
B.A. Hons, European Financial Management; French

Hereford Cathedral School   1996 — 1998
A-levels, Math; French, Physics, General Studies

Ecole supérieure de Commerce de Rennes

Experience
Totara Financial Planning Ltd   January 2012 - Present
Marcus Evans   February 2011 - May 2011
Southern Expressions LLC   January 2002 - January 2010
Bunzl Plc   June 2001 - January 2002
International Boys School   January 1996 - January 1997

Skills
Budgeting, Accounting, Problem Solving, Strategic Planning, Financial Planning, Investments, Customer Service, Financial Analysis, Customer Relations, Sales Management, Insurance, Mortgage, Account Management, Research, French

Stuart Selkirk

Farnham, Surrey, United Kingdom
Mortgage Consultant at The Buy to Let Business Ltd
Financial Services

Education
ifs University College   2014 — 2015
CeMAP, Mortgage Advice and Practice

University of Canterbury   2009 — 2011
Bachelor of Arts (B.A.), Political Science and Business

The Sixth Form College, Farnborough   2005 — 2007

Salesian   1999 — 2005

Experience
The Buy to Let Business Ltd   June 2014 - Present
Techne-Comm Ltd   August 2013 - December 2013
Don't Just Sit There, Sell Something! Ltd   May 2013 - July 2013
Snow Software AB   November 2012 - February 2013

Skills
Buy to Let, Software Solution Sales, Email Archiving, Management, Relationship Management, Mortgage Servicing, Lead Generation, Commercial Mortgages, Mortgage Industry, Email, Sales, Solution Selling, New Business Development, Software Asset...

Sue Hanscombe

Northchurch, Hertfordshire, United Kingdom
Risk Training Director at Barclays
Financial Services

Education
University of Wales, Swansea   1994 — 1998
Management Science

Llanishen High School, Cardiff

ifs University College

Experience
Barclays   December 2007 - Present
Barclays   July 2002 - December 2007
Arthur Andersen   2000 - 2002

Skills
Operational Risk..., Financial Risk, Credit, ACCA, Banking, Operational Risk, Investments, Credit Analysis, Financial Services, Credit Risk, Business Analysis, Relationship Management, TAP Accredited, Coaching, Risk Management, PCertB, Financial Analysis, Training

Sundeep Chandra BA(Hons) DipACB CeMAP

Watford, United Kingdom
Interim Operations Manager at The Loans Engine
Financial Services

Education
ifs University College   2015 — 2015
CeMAP

ifs University College   2008 — 2010
Applied Diploma Corporate Banking

University of Leicester   2001 — 2004
BA (Hons) Financial Economics, Economics

Experience
The Loans Engine   October 2015 - Present
The Loans Engine   September 2012 - Present
HSBC   February 2012 - August 2012
HSBC   September 2010 - February 2012

Skills
Negotiation, Team Leadership, Sales, Inspiring People, Creative Direction, Human Resources, Operational Risk, Networking, Influential Communicator, Remote Infrastructure..., Remote Management, Branch Banking, Commercial Banking, Performance Management, Banking, Customer Experience, Management, Training, Leadership

Suzanne Chambers

Malta
Technical Underwriting Manager at Tangiers International
Insurance

Education
ifs University College   2007 — 2009
Bachelor of Science (BSc), Financial Services

The Chartered Insurance Institute   1997 — 2003
Associate's degree, Insurance

Experience
Tangiers Group   July 2015 - Present
Allcare Insurance Limited   October 2013 - July 2015
Osprey Insurance Brokers   January 2003 - October 2013
Citadel Insurance plc   June 1997 - December 2002
Elmo Insurance   April 1995 - June 1997
Bonnici Insurance Agency   November 1990 - April 1995

Skills
Property, Commercial Insurance, Management, Brokers, Negotiation, Property, Financial Risk, Insurance, Liability, General Insurance, Reinsurance, Leadership, Business Strategy, Claims Management, Underwriting

Tanya Joseph

London, United Kingdom
Assistant Vice President, Portfolio Manager at KfW IPEXBank GmbH
Banking

Education
ifs University College   2013 — 2015
Professional Certificate of Banking

City & Islington College   2002 — 2003
GNVQ Business Studies, Merit

St Thomas More RC School   1997 — 2001

Experience
KfW IPEX-Bank GmbH   July 2015 - Present
Barclays Bank PLC   January 2005 - June 2015

Skills
Finance, Commercial Banking, Risk Management, Portfolio Management, Credit Analysis, Financial Analysis, Structured Finance, Loans, Credit Risk, Corporate Finance, Financial Modeling, Project Finance, Retail Banking, Credit, Relationship Management

Terri Baldwin

United Kingdom
Small Business Team Leader, West Yorkshire & The Pennines
Financial Services

Education
Barclays University   2014 — 2015
City & Guilds Certificate, Digital, Certificate pass

ifs University College   2014 — 2015
Associate's Degree, Certificate in Business Banking and Conduct, Currently studying

St. Christopher's High School   1990 — 1995

Experience
Barclays   September 2014 - Present
Barclays   March 2006 - August 2014
computatune   June 2003 - February 2006
Welcome Financial Services Ltd   August 1998 - June 2003

Skills
IFS, Risk Management, Branch Banking, Banking, Leadership, Mobile Banking, Small Business, Loans, Retail Banking, Credit, Coaching, Credit Risk, Credit Cards, Customer Service

Thomas Britton

Bristol, United Kingdom
Financial Planning Manager at Nationwide Building Society
Financial Services

Education
ifs University College   2013 — 2014
DipFA

King Alfreds School   2001 — 2007

Experience
Nationwide Building Society   January 2014 - Present
Nationwide Building Society   March 2012 - December 2013
Nationwide Building Society   April 2010 - March 2012
Nationwide Building Society   May 2008 - April 2010

Skills
Banking, Income Protection, Loans, Credit, Insurance, Portfolio Management, Financial Planning, Financial Advisory, Cross Selling, Inheritance Tax Planning, Critical Illness, Operational Risk, Residential Mortgages, Life Insurance, Retail Banking, Credit Cards, Retirement Planning, Pensions, Protection, Strategic Financial..., Financial Services, Savings, Mortgage Lending

Thomas Lyman

London, United Kingdom
Student at ifs University College & Summer Intern at Barclays
Banking

Education
ifs University College   2013 — 2016
Bsc Banking Practice & Management

Caroline Chisholm School   2008 — 2010
A Levels

Experience
Barclays   July 2015 - August 2015
Nationwide Building Society   November 2012 - September 2013
Nationwide Building Society   July 2012 - November 2012
Nationwide Building Society   July 2011 - July 2012

Thomas Pugh

London, United Kingdom
Consultant at Accenture
Management Consulting

Education
ifs University College   2010 — 2012
PDip, Banking Practice and Management

University of Exeter   2008 — 2009
MA, Social and Political Thought

University of Exeter   2005 — 2008
BA (Hons), Philosophy and Politics

Experience
Accenture UK   August 2015 - Present
HSBC   February 2014 - August 2015
HSBC   October 2013 - February 2014
HSBC   July 2012 - October 2013
HSBC   October 2011 - July 2012
HSBC   September 2010 - July 2012

Skills
Loans, Banking, Stakeholder Management, Retail Banking, Risk Management, Customer Experience, Relationship Management

Thomas Whittle

Manchester, Greater Manchester, United Kingdom
New Business Administrator at Raphaels Bank (Southern Finance)
Financial Services

Education
ifs University College   2015 — 2016
Diploma for Financial Advisers (DipFA), Financial Planning and Services

Westhoughton High School   2007 — 2011
High School, Business/Commerce, General

Experience
Raphaels Bank   July 2015 - Present

Skills
User Experience, Practice Management, Telephone Skills, Service Delivery, Teamwork, Insurance, Finance, Risk Management, TCF, Customer Experience, Outlook, Customer Service, Xplan, Change Management, CRM, Financial Services, Technical Support

Tim Downing

London, United Kingdom
at
Financial Services

Education
Chartered Institute of Insurance (CII)   2011 — 2012
DipFA, Financial Advice

ifs University College   2008 — 2010
Bachelor of Science (BSc), Banking and Financial Markets, 2.1 Hon

Cardiff University / Prifysgol Caerdydd   2003 — 2006
Bachelor of Science (BSc), Marine Geography, 2.1 Hon

Rydal Penrhos

Experience
HSBC   October 2014 - Present
HSBC   October 2012 - Present
HSBC   October 2011 - October 2012
HSBC   March 2008 - October 2011
Titan Environmental Surveys   2006 - 2007

Skills
Stakeholder Management, Training, PRINCE2, SDLC, Financial Services, SharePoint, Financial Risk, Programme Delivery, Team Leadership, Analysis, Project Delivery, Business Analysis, MS Project, Retail Banking, Business Transformation, Banking, PMP, Agile Methodologies, Business Requirements, Program Management, Communication, Project Management, Agile Project Management, Project Planning, Visio, Governance, Project Portfolio..., Presentations, Leadership, Change Management

Tim Fautley

Rochester, United Kingdom
Financial Adviser at Charles Derby
Financial Services

Education
ifs University College   2014 — 2015
Level 4 Diploma in Financial Advice, Financial Planning and Services

University of Leicester   2008 — 2012
Bachelor of Arts (BA), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology

Dartford Grammar   2001 — 2008
International Baccalaureat

Experience
Charles Derby   April 2013 - Present
Charles Derby   April 2013 - Present
Gala Coral Group   September 2012 - April 2013

Skills
Pensions, Protection, Investment Advisory, Retirement Planning, Investments, Life Insurance, Retirement, Wealth Management, Financial Planning, Financial Advisory

Tim Lomax

United Kingdom
Manager, Transaction Execution at Lloyds Banking Group
Banking

Education
ifs University College   2013 — 2015
Professional Diploma in Banking Practice & Management

The College of Law, Guildford   2011 — 2012
Legal Practice Course (LPC), Private & Commercial Law, Commendation

University of Exeter   2009 — 2010
Master of Laws (LLM), International Business Law, Merit

University of Exeter   2006 — 2009
Bachelor of Laws (LLB), 2:1

Experience
Lloyds Banking Group   July 2015 - July 2015
Lloyds Banking Group   September 2013 - July 2015
Ordnance Survey   November 2012 - August 2013
Remarkable Group   October 2010 - August 2011

Skills
Portfolio Management, Finance, Risk Management, Management, Financial Services, Banking

Tim Magee

Manchester, United Kingdom
HSBC Operational Leadership Management Trainee
Banking

Education
Queen's University Belfast   2010 — 2013
Bachelor of Science (B.Sc.), Economics and Management, 2.1

ifs University College   2014 — 2015
Professional Diploma in Banking Practice and Management

Portadown College   2006 — 2010

Experience
HSBC   April 2014 - Present

Skills
Microsoft Office, Customer Service, Retail Banking, Relationship Management, Financial Services, International Project..., Lean Six Sigma, Entrepreneurship, Analysis, PowerPoint, Staff Supervision, Economics, Project Management, Communication, Time Management, Microeconomics, IT skills, Change Management, Supervisory Skills, Microsoft Excel, Finance, Innovation Management, Service Quality, Customer Experience, Graduate Level, Project Planning, Supply Chain Management, Strategy, Management, Banking, Retail, Macroeconomics, Teamwork, Leadership, Sales, Business Strategy, Adaptability, Matrix Management, Team Leadership

Tim Smart

Guildford, Surrey, United Kingdom
Mortgage Advisor at Complete Mortgages
Retail

Education
ifs University College
CeMap Qualified

Godalming Collage

Millfield

Experience
Complete Mortgages Ltd   September 2015 - Present
The Book People   2013 - July 2015
The Book People   2004 - 2013
The Book People   2002 - 2004
The Book People   1999 - 2002
The Book People   1996 - 1999

Skills
Analytical Skills, Sales, Recruiting, Inventory Management, Negotiation, Training, Business Development, Relationship Marketing, Team Management, Revenue & Profit Growth, Account Management, Stakeholder Management, Business Strategy, Business Planning, Sales Operations, Sales Presentations, Stakeholder Engagement, Business, Customer Retention, Business Analysis, Sales Recruitment, Direct Sales, Selling, Buy to Let, Strategic Negotiations, Team Leadership, New Business Development, Revenue Enhancement, Business Process, Sales Management, Residential Mortgages, Relationship Management, Management, B2B, Retail, Key Account Management, Sales Process, Profit Maximization

Tom Kretzschmar

London, Greater London, United Kingdom
Implementation Manager at Visa Europe
Financial Services

Education
ifs University College
Certificate in Bank Card Management, Professional Qualification, Card Issuing and Acquring

University of Portsmouth   1996 — 1999
Bachelor of Arts (BA), Graphic Design

Gymnasium Mittweida
Abitur

Experience
Visa Europe   January 2013 - Present
Visa Europe   April 2012 - January 2013
Visa Europe   June 2005 - April 2012

Skills
E-payments, Electronic Payments, Payment Card Processing, Credit Cards, Payment Systems, Payment Gateways, Payments, Financial Services, Cards, Internet Banking, Debit Cards, Relationship Management, User Acceptance Testing, Retail Banking

Tom Parkin DipFA, CeFA, CeMAP, CeRER

Newcastle upon Tyne, Northumberland, United Kingdom
Financial Adviser
Financial Services

Education
ifs University College   2015 — 2015
CeRER

ifs University College
DipFA

ifs University College
CeMAP

ifs University College
CeFA

Experience
Forester Life   2013 - Present
2plan Wealth Management Ltd   January 2012 - November 2013
The Co-operative Banking Group   February 2008 - October 2011

Skills
Relationship Management, Investments, Wealth, Pensions, Financial Planning, Retirement Planning, Financial Services, Financial Advice, Wealth Management, Financial Advisory, Finance

Tracy Lacey

Birmingham, West Midlands, United Kingdom
Compliance Manager at HSBC Commercial Banking
Financial Services

Education
ifs University College
Certificate in Business Banking & Conduct

Alexandra High School   1978 — 1983

Experience
HSBC Commercial Banking   June 2015 - Present
HSBC   July 2013 - Present

Tracy Telford

Glasgow, United Kingdom
Mortgage & Protection Consultant
Financial Services

Education
ifs University College   2014 — 2014
CeMAP 1, 2, 3

Glasgow Caledonian University   1998 — 2000
Bachelor of Arts (BA), Financial Services

Central College of Commerce   1996 — 1998
HND, Financial Services

Experience
Lifetime Planning   April 2015 - Present
Royal London   March 2003 - February 2015
Student Loans Company   June 2001 - May 2005
Royal London   March 2001 - March 2003
Global Home Loans Ltd.   June 2000 - March 2001

Skills
Underwriting, Pensions, Business Analysis, Investments, General Insurance, Life Insurance, Critical Illness, Reinsurance, Financial Risk, Financial Services, Customer Service, Income Protection, Term Life Insurance, Banking, Insurance, Relationship Management, Risk Management

Travis MacFarlane

Torquay, United Kingdom
Customer experience Trailblazer at TSB Bank
Banking

Education
Pinetown Boys High School

South Devon college
Diploma travel and tourism, Hospitality Administration/Management

ifs University College
CertRBCB, Retail Banking

Experience
TSB Bank   Area Support ManagerTSB BankOctober 2014 - March 2015
TSB Bank   August 2012 - October 2014
Lloyds Banking Group   January 2012 - August 2012
Lloyds Bank   October 2010 - January 2012

Skills
Performance Management, Customer Experience, Management, Change Management, Relationship Management, Banking, Retail Banking, Microsoft Office

Trevor Russell

Bournemouth, United Kingdom
University Lecturer at ifs University College
Higher Education

Education
ifs University College   1999 — 2000
Masters in Education, Postgraduate Teacher Training

Experience
ifs University College   

Skills
Courses, Research, Academic Writing, Curriculum Design, Higher Education, Lecturing, E-Learning, Teaching

Ujjwala Mehta

London, United Kingdom
Branch Service Officer at Citi
Banking

Education
Regent's University London   2015 — 2016
Master of Science (MSc), Finance with specialisation in Risk Management, Bond Markets and Credit Derivatives

ifs University College   2014 — 2014
Certificate in Mortgage Advice and Practice

ifs University College   2012 — 2013
Certificate in Retail Banking Code of Business

Aberystwyth University   2010 — 2011
Master of Business Administration (MBA), Financial Markets and Investment

Prin. L.N. Wellingkar Institute Of Mgt. Develop   2009 — 2010
Diploma in Financial Management, Finance and Financial Management Services

Mithibai College of Arts Chauhan Institute of Science and Amrutben Jivanlal College of Commerce and Economics   1994 — 2001
Bachelor's Degree, Business/Commerce, General

Experience
Citi   April 2015 - Present
HSBC   November 2012 - June 2014
Nationwide Building Society   April 2012 - November 2012
Chase   August 2007 - September 2010
Three.   August 2005 - August 2007

Skills
AML, Customer Satisfaction, Financial Crimes..., FCA, Financial Services, KYC, Customer Experience, Mortgage Lending, Anti Money Laundering, Mortgage Banking

Umair Hafeez

Harrow, United Kingdom
Mortgage & Protection Adviser at Oracle Consultants
Banking

Education
ifs University College   2013 — 2014
CeMAP, Mortgage and Protection

Middlesex University   2003 — 2005
Bachelor's degree, Business, Management, Marketing, and Related Support Services, Upper Second Class

Harrow college   2001 — 2003
A Levels, Economics

Experience
Barclays   February 2011 - February 2015

Skills
Insurance, Loans, Retail Banking, Mortgage Lending, Credit, Protection, Banking

Vicki Caine

Manchester, Greater Manchester, United Kingdom
Client Support Account Manager at Lloyds Bank Commercial Finance
Financial Services

Education
ifs University College   2013 — 2014
Professional Certificate in Banking

University of Durham   2003 — 2006
Bachelor of Arts (B.A.), Anthropology

Manchester High School For Girls   1996 — 2003
9 x GCSES, 3 x A-Levels

Experience
Lloyds Bank Commercial Finance   July 2015 - Present
Lloyds Bank Commercial Finance   June 2014 - July 2015
Lloyds Bank Commercial Finance   January 2014 - June 2014
Lloyds Bank Commercial Banking   June 2013 - January 2014
Lloyds Bank Commercial Finance   February 2013 - June 2013
GE Capital   November 2005 - January 2013

Skills
Funding, Networking, Credit Analysis, Portfolio Management, Credit, Credit Risk, Commercial Finance, Invoice Discounting, Financial Risk, Risk Management, Finance, Management, Auditing, Commercial Banking, Factoring, Team Building, Fleet Leasing, Banking, Relationship Management, Invoice Finance

Vin Lin Ly

Birmingham, West Midlands, United Kingdom
Advice Mortgage Manager at Future Williams & Glyn, RBS
Banking

Education
Coventry University   2003 — 2006
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

ifs University College
CeMap, Mortgages

Experience
Future Williams & Glyn, RBS   February 2015 - Present
Royal Bank of Scotland   February 2014 - Present
Royal Bank of Scotland   March 2013 - February 2014
Royal Bank of Scotland   June 2012 - March 2013
Royal Bank of Scotland   November 2007 - April 2012

Skills
Financial Services, Mortgage Lending, Banking, Retail Banking, Risk Management, Management

Wayne Gilbert

Exeter, United Kingdom
Internal Audit, Royal Bank of Scotland Group
Financial Services

Education
Chartered Insitute of Internal Auditors   1999 — 2001
PIIA (Degree Equivalent), Internal Audit, Pass

ifs University College   1989 — 1993
Associate's degree equivalent (ACIB), Banking and Financial Support Services, Pass

King Edward VI Grammar School, Aston, Birmingham   1980 — 1987
A levels, History (B), Economics (C) & Statistics (C)

Experience
Royal Bank of Scotland   December 2014 - Present
Lloyds Banking Group   November 2011 - September 2014
Lloyds Banking Group   November 2009 - November 2011
Lloyds TSB Bank   May 2000 - November 2009

Skills
Auditing, Project Assurance, Internal Audit, Leadership, Mentoring, Quality Assurance, Financial Services, Programme Assurance, Senior Stakeholder..., Operational Risk..., Compliance, Risk Management, Assurance, Relationship Building