Exeter, United Kingdom
Chartered Financial Planner
Financial Services
Education
University of Exeter 2000 — 2001
MA
Queen Mary, U. of London 1997 — 2000
BSc
Downside School 1989 — 1994
Experience
The Fry Group March 2014 - Present
Royal Bank of Scotland May 2011 - March 2014
Positive Solutions June 2010 - April 2011
Lloyds TSB October 2007 - June 2010
Westgate Financial Management September 2006 - September 2007
Reuters July 2001 - September 2006
Thomson Reuters 2001 - 2006
Skills
FX Options, Financial Modeling, Financial Analysis, Banking, Asset Allocation, Insurance, Wealth, Equities, Investment Banking, Investment Advisory, Derivatives, Asset Managment, Alternative Investments, Financial Services, Pensions, Financial Markets, Business Analysis, Hedge Funds, Commercial Banking, Options, Retail Banking, Credit, Structured Products, Mergers & Acquisitions, High Net Worth..., Funding, Retirement Planning, Mortgage Lending, Relationship Management, Investment Management, Finance, Investments, Inheritance Tax Planning, Strategic Financial..., Private Banking, Financial Advisory, Bonds, Structured Finance, Fixed Income, Financial Risk, Trading Systems, Securities, Wealth Management..., Emerging Markets, Risk Management, Mutual Funds, Portfolio Management, Asset Management, Retirement, Wealth Management