Experience

Adam & Company Wealth Management

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Investment Manager

  • Aug 2022 - Present

• Assistant Investment Manager

  • Oct 2021 - Aug 2022

  Assistant Investment Manager & Research Analyst



Adam & Company

• Banking
• 1 - 100 Employee

• Investment Analyst

  • Nov 2020 - Aug 2022

• Private Banking Graduate

  • Sep 2019 - Oct 2020



Total Swimming Ltd

• United Kingdom
• Spectator Sports
• 1 - 100 Employee

• Swim Instructor

  • Oct 2015 - Aug 2019



Adam & Company

• Banking
• 1 - 100 Employee

• Summer Intern

  • Jun 2018 - Aug 2018

  A 10 week summer Private Banking internship involving client management and client relations. Attended charity-fundraising client events including The Shoot and National Theatre for Scotland dinner.Worked with various teams during my time at Adam & Company including Investments, Financial Planning, Business Development and Private Banking. Worked closely alongside Associate and Executive Director's for prospective clients including researching and analytical work.Visited London for training based on the Avaloq system and meet our Adam 24 colleagues whilst working alongside Coutts summer interns.Attended RBS Town Hall event with speaker Ross McEwan, CEO of RBS and an inspirational speaker called Joanna from KiltWalk, a wonderful charity that RBS sponsors.Partook in a Corporate Social Responsibility challenge as part of a team to do a triathlon in the Pentland Hills, Edinburgh and a silent auction, whereby we raised over £600 for The Prince's Trust.Improved vital business skills through the completion of sanctions awareness and compliance online learning activities.