Experience

Affinity Private Wealth

• Jersey
• Financial Services
• 1 - 100 Employee

• File Reviewer

  • Jan 2020 - Present

  Affinity Private Wealth is an independent wealth management company, enabling clients to align values with their wealth. We provide advice, structuring and investment solutions; including guidance on charitable giving and investing sustainably. Privately owned, our interests are wholly aligned with clients. Our ethics and values are at the core of everything we do. We were the first UN Global Compact participant in Jersey, consistent with Affinity’s commitment to sustainability. Our primary focus is to understand our client’s requirements and aspirations, relating these to their finances. Our goal is to provide relevant advice, founded on a relationship of trust, with clear and timely communication. Show less


Equiom Group
• Financial Services
• 200 - 300 Employee
• File Reviewer, Compliance

  • Jan 2016 - Jan 2020

Vivat Trust
• FATCA Analyst

  • Nov 2014 - Jan 2016


State Street Alternative Investment Solutions

• Financial Services
• 100 - 200 Employee

• Compliance Officer

  • Jun 2014 - Sep 2014

• CDD Analyst

  • Jan 2013 - Jun 2014


Bellzone Mining Plc
• Mining
• 1 - 100 Employee
• PA to CEO Bellzone Mining Plc

  • Sep 2012 - Dec 2012

Sator Regulatory Consulting
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Project Analyst

  • Jul 2012 - Sep 2012

Standard Bank Jersey
• Outsourcing Relationship Manager

  • Nov 2008 - Apr 2012

Barclays Wealth Jersey
• Outsourcing Relationship Manager

  • Mar 1995 - May 2008