Chris Swakeen

Portfolio & Client Associate at Y TREE
  • 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.
Join now
You need to have a working account to view this content.
Join now

Credentials

  • Financial Modelling - Comprehensive
    BPP
    Aug, 2018
    - Nov, 2024
  • FCA Qualified
    Financial Conduct Authority
    Sep, 2016
    - Nov, 2024
  • Level III
    The Chartered Institute for Securities & Investment (The CISI)
    Sep, 2016
    - Nov, 2024

Experience

  • Y TREE
    • United Kingdom
    • Financial Services
    • 100 - 200 Employee
    • Portfolio & Client Associate
      • Apr 2021 - Present

      Y TREE is in the business of financial life intelligence. Combining data, experience and technology we provide insight across all aspects of our clients’ financial profile. We are not asset or wealth managers; we have no products to sell. We provide pure advice. Y TREE is in the business of financial life intelligence. Combining data, experience and technology we provide insight across all aspects of our clients’ financial profile. We are not asset or wealth managers; we have no products to sell. We provide pure advice.

  • BNP Paribas
    • France
    • Banking
    • 700 & Above Employee
    • Associate, TMT Corporate & Investment Banking
      • Aug 2018 - Apr 2021

    • Analyst, Corporate & Investment Banking
      • Sep 2016 - Aug 2018

Education

  • University of Bristol
    Bachelor of Science (BSc), Mathematics and Economics
    2013 - 2016
  • Seven Kings High School
    2011 - 2013

Community

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