Cheltenham, Gloucestershire, United Kingdom
Business Development Manager at St.James's Wealth Management
Banking
Education
Middlesex University 2010 — 2012
Post Graduate, Banking and Financial Support Services
Institute Financial Studies 2004 — 2012
Advanced Diploma Level 4, Finance and Financial Management Services
Institute Financial Studies 2003 — 2004
Certificate In Mortgage Practice, Mortgage Advice
The Open University 1995 — 1998
Post Graduate Management Studies, Business Administration and Management, General
Arborfield College 1978 — 1981
HND, Mechanical Engineering, 1st
Experience
St.James's Wealth Management December 2013 - Present
Lloyds Banking Group May 1992 - November 2013
British Embassy, Washington DC 1989 - 1991
Skills
Training, Management, Recruiting, Insurance, Strategy, Consumer Lending, Finance, Retail Banking, Wealth Management..., Customer Experience, Financial Risk, Credit Risk, Portfolio Management, Sales, Project Delivery, Business Planning, Investments, Business Process..., Financial Services, Pensions, Banking, Operational Risk..., Savings, Leadership, Wealth Management, Investment Advisory, Mortgage Lending, Operational Risk, Relationship Management, Cross Selling, Business Transformation, Credit, Financial Advisory, Commercial Banking, Credit Cards, Strategic Financial..., Managerial Finance, Retirement Planning, Succession Planning, Stakeholder Management, Business Analysis, Change Management, Wealth, Private Banking, Loans, Coaching, Branch Banking, Team Management, Risk Management, Project Planning