Derry Whittaker
Head of Transfer Agency at The Marlborough Group- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Greater Preston Area, UK
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Credentials
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Level 4 Certificate in Managing Operational Risk for Financial Institutions
The Chartered Institute for Securities & Investment (The CISI)Feb, 2021- Nov, 2024 -
FA5 Individual Savings Accounts Administration
The Chartered Insurance InstituteJul, 2018- Nov, 2024 -
Level 3 Certificate in Investment Operations
The Chartered Institute for Securities & Investment (The CISI)Mar, 2016- Nov, 2024 -
Level 3 Award for Introduction to Investments
The Chartered Institute for Securities & Investment (The CISI)Mar, 2015- Nov, 2024
Experience
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Marlborough
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United Kingdom
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Investment Management
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100 - 200 Employee
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Head of Transfer Agency
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Jul 2022 - Present
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Joint Head of Dealing & Registration
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May 2020 - Jul 2022
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Deputy Head of Dealing & Registration
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Oct 2017 - May 2020
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Senior Administrator of Dealing & Registration
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Apr 2016 - Oct 2017
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Financial Administrator
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Oct 2014 - Apr 2016
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Education
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2011 - 2014
The Manchester Metropolitan University
Accounting & Finance, Accounting and Finance
Community
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