Warrington, United Kingdom
Client Services Supervisor at Pershing. Diploma Qualified
Banking
Education
Liverpool Hope University
St Edmund Arrowsmith
Experience
Pershing, a BNY Mellon company April 2015 - Present
Santander January 2008 - February 2013
Banco Santander June 2003 - January 2008
Abbey June 2000 - May 2003
Skills
Investment Banking, Investments, Wealth Management..., Strategic Financial..., CRM, Retirement, Retirement Planning, High Net Worth..., Operational Risk, Funding, Insurance, Financial Markets, AML, Relationship Management, Customer Support, Banking, Sales Management, Financial Services, Long-term Customer..., Life Insurance, Wealth Management, Commercial Banking, Mortgage Lending, Credit Cards, Wealth, Loans, Income Protection, Inheritance Tax Planning, Financial Planning, Bonds, Financial Advisory, Critical Illness, Investment Advisory, Residential Mortgages, Bancassurance, Portfolio Management, Structured Products, Cross Selling, Holistic Financial..., Mutual Funds, Credit, Customer Service, Pensions, Investment Strategies, Retail Banking, General Insurance, Financial Risk, Credit Risk, Savings, Private Banking