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Bio

Generated by
Topline AI

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Credentials

  • Diploma in financial planning
    Chartered Insurance Institute
    May, 2017
    - Sep, 2024
  • CeMAP
    -
    Oct, 2014
    - Sep, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Mortgage Broker
      • May 2020 - Present

    • United Kingdom
    • Banking
    • 700 & Above Employee
    • Private Banker
      • Aug 2016 - May 2020

    • Banking
    • 700 & Above Employee
    • Private Banking Manager
      • May 2011 - Aug 2016

    • Customer Advisor
      • Feb 2009 - May 2011

    • Customer Service Officer
      • Jul 2008 - Feb 2009

Education

  • Llanishen High School
    -

Community

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