London, Greater London, United Kingdom
Financial Planning for CEOs, Senior Executives, Entrepreneurs & Professionals Foster Denovo Private Clients Partner
Financial Services
Education
UK Personal Finance Society & Chartered Insurance Institute 2013 — 2015
SPS, Statement Of Professional Standing, Current
Personal Finance Society & Chartered Insurance Institute 2009 — 2015
Dip PFS, Diploma in Financial Planning, Pass
Villanova University 2003 — 2005
Accounting
US Securities Licenses 2003 — 2004
Passed Series 7 & 63, Life, Health & PNC
Sheffield Hallam University 1999 — 2002
MBA, Relationship Marketing, Finance & Management
The University of Sheffield
BSc (Hons), Physiology & Chemistry
Experience
Foster Denovo December 2014 - Present
4Networking Ltd June 2013 - Present
Gaudium Associates Ltd May 2012 - December 2014
St. James's Place Partnership May 2009 - April 2012
Madison Penn Wealth Management July 2004 - December 2008
Schorn Wealth Management April 2003 - June 2004
Frizzell Life & Financial Planning 1998 - 2003
Skills
Portfolio Management, Financial Advice, Finance, Financial Risk, Trusts, Entrepreneurship, Tax, Trust Services, Personal Finance, Estate Planning, Funding, Income Protection, Wealth, Asset Allocation, Wealth Management..., Retirement Planning, Financial Advisory, Savings, Small Business, Pensions, Wealth Management, Investment Strategies, Financial Services, Investment Advisory, Asset Management, Retirement, Inheritance Tax Planning, Employee Benefits, Financial Planning, Alternative Investments, Risk Management, Protection, Financial Planners, Securities, Private Banking, Strategic Financial..., Hedge Funds, Corporate Services, Personal Financial..., Investment Management, Mutual Funds, Investments