Charlotte Fletcher

Strategy and Research Lead at Cherry
  • Claim this Profile
Contact Information
us****@****om
(386) 825-5501
Location
UK

Topline Score

Topline score feature will be out soon.

Bio

Generated by
Topline AI

You need to have a working account to view this content.
You need to have a working account to view this content.

Experience

    • Advertising Services
    • 1 - 100 Employee
    • Strategy and Research Lead
      • Jun 2021 - Present

      Cherry are a team of fractional New Business Directors. We provide scalable implanted new business and agency marketing teams for creative, brand, marketing, communications and digital clients. Back in 2004, we felt there was an appetite for a different breed of new business consultancy. One that was strategy-led and shaped around an agency's particular needs and skills gaps, working as an in-house member of the team. We were customer-centric, before that was a thing, because we believed this just made good business sense as well as helping us deliver better results for our agency clients. From the Bible to Daniel Kahneman, 'give and get given' is a long-standing human truth. Reciprocity is rooted in kindness and decency. We've always believed in decency. Being decent. Treating people decently. Doing the right thing. Going beyond. This is why Cherry's ethos is Remarkably Decent New Business. This isn't a strapline. It's a belief and it's baked into everything we do.

    • United Kingdom
    • Financial Services
    • Founder
      • Nov 2016 - Present

      A boutique family wealth office, offering innovative and tax-efficient investment solutions to clients seeking enhanced returns and bespoke wealth protection opportunities. Our years of combined experience mean that we can assist clients to enhance their financial position by introducing them to a wide range of investment products that typically provide a higher rate of return and which are structured in a tax efficient manner. Our investment opportunities cover a wide range of asset classes and are fully researched and assessed to ensure their suitability according to the personal circumstances and appetite for risk of each client. Where required, we can also provide a full IFA, estate planning and wealth protection service through our carefully chosen partners.

  • Self employed
    • London, United Kingdom
    • Proprietary Equities Trader of Own Fund, Angel Investor for Creative Companies
      • Jul 2011 - Nov 2016

      Responsible for managing own proprietary equities trading books focussing mainly on Smaller to Mid Cap undervalued companies. Angel investing- Shareholder of The Printspace the UK’s leading professional photo and fine art printing service. Also helped start-ups with business plans, financial planning and strategy. Represented two Barcelona based artists promoting their work to galleries and interior designers. Helped to raise funds for residential and mixed use developers of sizeable projects in key cities (£4m - £150m).

    • Spain
    • Higher Education
    • 700 & Above Employee
    • International Masters of Business Administration (IMBA)
      • Jan 2011 - Jul 2011

      IE School Ranked No 9 in FT Global MBA Rankings 2014 IE School Ranked No 9 in FT Global MBA Rankings 2014

    • United Kingdom
    • Investment Management
    • 1 - 100 Employee
    • Assistant to COO,CFO
      • Jan 2007 - Sep 2009

      Responsible for the efficient running of a rapidly expanding and highly successful French asset management company (fund grew to 1.2bn Euros in 15 months) supporting the COO, CFO in managing the day to day business in a fast paced and demanding business environment. I dealt with many aspects of the business including:- • FSA training and compliance • Banking • Disaster Recovery • Accounts • HR • Trade Operations Responsible for the efficient running of a rapidly expanding and highly successful French asset management company (fund grew to 1.2bn Euros in 15 months) supporting the COO, CFO in managing the day to day business in a fast paced and demanding business environment. I dealt with many aspects of the business including:- • FSA training and compliance • Banking • Disaster Recovery • Accounts • HR • Trade Operations

    • United Kingdom
    • Investment Management
    • 400 - 500 Employee
    • Smaller Companies Sales Trader
      • Apr 2005 - Nov 2006

      Established a Smaller Companies Sales Trading desk with two colleagues to facilitate secondary trading following IPO’s. Created and maintained new and existing relationships with c.120 fund managers, hedge funds and dealing desks, whilst selling Smaller Companies trading ideas to clients. Established a Smaller Companies Sales Trading desk with two colleagues to facilitate secondary trading following IPO’s. Created and maintained new and existing relationships with c.120 fund managers, hedge funds and dealing desks, whilst selling Smaller Companies trading ideas to clients.

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • European and Futures Execution and Proprietary Trader
      • Apr 2002 - Oct 2004

      Managed various strategies ranging from model-based statistical arbitrage and macro trend books, to more fundamental sector-based approaches and earnings trades. • Traded various European sectors such as semi-conductors, airlines, asset management, retail and advertising c. £45m total funds traded. I added between 1.2% – 1.8% in slippage yearly as well as profit on the books traded. • Helped implement a new trading strategy for the Japanese Equities and Futures arm of the fund based in Australia for 3 months.

  • Macfutures Ltd
    • London, United Kingdom
    • Local Futures Trader
      • Apr 2001 - Apr 2002

      Traded bobl and gilt outright using a technical approach to profit from anticipated price movements, as well as price inefficiencies along the curve. I monitored the price action closely to see how the market responded to fundamental news and data, thus defining trading strategies in an extremely dynamic environment. Traded bobl and gilt outright using a technical approach to profit from anticipated price movements, as well as price inefficiencies along the curve. I monitored the price action closely to see how the market responded to fundamental news and data, thus defining trading strategies in an extremely dynamic environment.

    • Singapore
    • Transportation, Logistics, Supply Chain and Storage
    • 700 & Above Employee
    • Risk Management
      • Oct 2000 - Apr 2001

      Liaised with oil and metal traders, together with underwriters in order to devise strategies for managing, mitigating and selling down financial, credit and political risks. I was responsible for managing swap exposures and reducing financing costs. Liaised with oil and metal traders, together with underwriters in order to devise strategies for managing, mitigating and selling down financial, credit and political risks. I was responsible for managing swap exposures and reducing financing costs.

Education

  • IE Business School
    Masters of Business Administration (MBA)- IE School Ranked No 9 in FT Global MBA Rankings 2014
    2011 - 2011
  • University of Northumbria at Newcastle
    BA (Hons) in International Business Studies. First class honours obtained
    1995 - 1999
  • Ceram EAI Tech, Sophia Antipolis, France
    Diplome in Accounting for Management (International Bachelor of Science) Year III of BA Course
    1997 - 1998
  • Gordonstoun School
    3 A-Levels in German, French and Maths. 2 A/O Levels in French for Business and Maths. 9 G.C.S.E's
    1989 - 1994

Community

You need to have a working account to view this content. Click here to join now