Experience

Vintage Wealth Management Limited
• United Kingdom
• Financial Services
• 1 - 100 Employee
• Head of Mortgages and Business Relationship Manager

  • Jan 2021 - Present

St. James's Place Wealth Management
• United Kingdom
• 1 - 100 Employee
• Business Development Manager

  • Sep 2019 - Jan 2021

Previous employer
• India
• Appliances, Electrical, and Electronics Manufacturing
• 1 - 100 Employee
• Head of Mortgage Services

  • Jan 2019 - Sep 2019


Operations Manager

• Writing and Editing
• 1 - 100 Employee

• Head of Operations and People

  • Jul 2018 - Sep 2019

  Nexus is a Hampshire-based, firm of independent financial advisers (IFAs) striving for fair, honest and genuine relationships with our clients while delivering the most effective financial solutions for both individuals companies. Nexus is a Hampshire-based, firm of independent financial advisers (IFAs) striving for fair, honest and genuine relationships with our clients while delivering the most effective financial solutions for both individuals companies.



TRWM

• Philanthropic Fundraising Services

• Practice Manager

  • Mar 2015 - Jun 2018

  I have 20 years’ experience in the financial services industry. During the first 15 years, I developed a personal wealth management service and maintained comprehensive financial information. In this time, I created bespoke solutions to match clients' needs, using my knowledge & expertise to create long term relationships. Since 2011 I have been working within financial services in a Business Development role. I used my experience of face to face advice to establish and deliver a marketing strategy for the business, developing client and professional connections. I have an open upbeat style with a positive ‘can do’ attitude, and a real passion for helping people achieve their financial aspirations and goals. I am a resourceful person with high standards of integrity and a belief in nurturing an ethical approach to business relationships. . I believe I am now in a position to flourish as part of a positive team whose principles are led by honesty, professionalism and integrity



IFS

• United States
• Software Development
• 1 - 100 Employee

• Client Liaison Executive

  • Jul 2011 - Mar 2015

  Working within financial services in a Business Development role, I used my experience of face to face advice to establish and deliver a marketing strategy for the business, developing client and professional connections. Working within financial services in a Business Development role, I used my experience of face to face advice to establish and deliver a marketing strategy for the business, developing client and professional connections.



ST JAMES'S PLACE WEALTH MANAGEMENT (PCIS) LIMITED

• Financial Advisor

  • Nov 2002 - Jul 2011

  I developed a personal wealth management service and maintained comprehensive financial information. In this time, I created bespoke solutions to match clients' needs, using my knowledge & expertise to create long term relationships. I developed a personal wealth management service and maintained comprehensive financial information. In this time, I created bespoke solutions to match clients' needs, using my knowledge & expertise to create long term relationships.