United Kingdom
Compliance Manager at Bluefin
Financial Services
Education
University of Bath 1995 — 1999
Bachelor's Degree, Mathematics, 2:1
Queen Elizabeth's Grammar School, Faversham 1988 — 1995
A Levels: Mathematics (A), Geography (B), Further Mathematics (C), 9 GCSEs: Grades A Merit to C
Experience
Friends Life UK May 2014 - Present
Bluefin Personal Consulting / Towry August 2012 - May 2014
Bluefin Personal Consulting January 2010 - August 2012
Bluefin Personal Consulting January 2009 - January 2010
Bluefin Corporate Consulting / SBJ Benefit Consultants February 2007 - January 2009
(AWD) Chase de Vere July 2002 - January 2007
Chase de Vere Investments March 2001 - July 2002
Ecclesiastical Insurance Group August 1997 - July 1998
Skills
Stakeholder Management, Relationship Management, Retirement Planning, Critical Illness, Fixed Annuities, AML, Employee Benefits, Financial Planners, Financial Institutions, Pension Administration, Financial Regulation, KYC, Retirement, Regulatory Requirements, Income Protection, Microsoft Excel, Wealth Management, Compliance, Asset Allocation, Business Analysis, Wealth, FSA, Anti Money Laundering, Asset Management, TCF, Pensions, Investment Management, Portfolio Management, Microsoft Office, Protection, Investment Advisory, Operational Risk, Inheritance Tax Planning, Risk Management, Variable Annuities, Actuarial Science, Financial Advisory, Team Leadership, Project Delivery, Pension Funds, Financial Risk, Investments, Financial Services, Governance, Defined Benefit, Investment Strategies, Defined Contribution, Savings