Experience

Slater Investments Ltd.

• United Kingdom
• Financial Services
• 1 - 100 Employee

• Head of Distribution

  • Jan 2020 - Present

  I lead the business development team at Slater Investments, selling long-only UK equity funds to domestic and international investors. Clients are from whole of market and include wealth managers, private banks, DFMs, IFAs, and Fund of Funds amongst others. Slater Investments Limited's pooled funds include the Slater Growth, Income and Recovery funds. We also manage segregated portfolios for institutional pension funds and HNWIs, as well as a hedge fund.Slater Investments is wholly owned by its directors and staff and are ourselves one of our own largest investors. Having read my profile and seen what Slater Investments offer - and if you think we could fit - I’d be delighted to discuss further, DD 0207 220 9368 www.slaterinvestments.com

• Business Development

  • Sep 2015 - Dec 2019



Charles Stanley

• United States
• Medical Practices

• Investment Advisor

  • Oct 2012 - Mar 2015

  Client-facing, working closely with a team of Advisory and Discretionary portfolio managers across all aspects of private client wealth management

• Operations

  • Jul 2011 - Sep 2012



Mullis Partners

• United States
• Construction

• Corporate Finance Analyst

  • May 2010 - Mar 2011

  Client-facing, working with senior partners on deals including an MBO, refinancing, share consolidation and private equity placement Client-facing, working with senior partners on deals including an MBO, refinancing, share consolidation and private equity placement


West LB, Rexiter and BDT Fund Managers
• Work Experience

  • Jul 2008 - Sep 2008

Uralsib
• Russian Federation
• Financial Services
• 400 - 500 Employee
• Forum Assistant to Head of Sales

  • Jul 2007 - Aug 2007

Citi
• Mexico
• IT Services and IT Consulting
• 100 - 200 Employee
• Global Equities Internship

  • Feb 2006 - Mar 2006