Samuel Mayes FCII MCSI IMC CMIFS DipFA CeMAP
London, United Kingdom
Financial Services Contractor & Management Consultant
Financial Services
Education
Oxford Brookes University 2012 — 2015
BSc Applied Accounting, Accounting
University of the West of England 2005 — 2009
Bachelor of Laws (LLB), Law
Exeter College 2002 — 2005
A-Levels, Mathematic, Law, Human Biology
ifs
Experience
Upsilon Wealth Management Limited July 2014 - Present
Diligenta - a subsidiary of Tata Consultancy Services April 2015 - June 2015
Lloyds Banking Group September 2014 - February 2015
ifs School of Finance October 2012 - July 2014
ifs School of Finance October 2012 - July 2014
Chase de Vere March 2014 - May 2014
NatWest December 2012 - March 2014
NatWest Private Bank October 2010 - December 2012
HSBC June 2008 - October 2010
Co-operative Legal Services January 2008 - June 2008
Skills
Retail Banking, Corporate Finance, Commercial Banking, Bonds, Mortgage Lending, Pensions, Social Networking, Savings, Equities, Financial Risk, Financial Markets, Loans, Financial Advisory, Investments, Hedge Funds, Derivatives, Fixed Income, Personal Finance, High Net Worth..., Estate Planning, Wealth Management, Portfolio Management, Analytics, Funding, Relationship Management, Mutual Funds, Financial Reporting, Investment Strategies, Finance, Strategic Financial..., Client Rapport, Team Leadership, Operational Risk, Financial Services, Advocacy, Investment Advisory, Private Banking, Securities, Sales, Trading, Banking, Investment Banking, Financial Analysis, Risk Management, Investment Management, Selling, Leadership Development, Credit, Credit Risk, Retirement Planning