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Susan Whitehead profile image

Susan Whitehead

Loan Adviser, Lender, Financial Consultant at Barclays Wealth and Investment Management
Intro Book
Seasoned finance professional with 27 years of experience in banking, financial management, and investment services.
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Location
Slough, England, United Kingdom, GB
Languages
  • German, Middle High (ca.1050-1500) -
  • English, Old (ca.450-1100) -
  • Spanish -
  • Latin -
  • North American Indian languages -
Skills
  • Fixtures
  • Lending Solutions
  • Loan Servicing
  • Loan Officers
  • International Banking Services
  • Show all
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Bio

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Topline AI
Susan Whitehead is a seasoned finance professional with 27 years of experience in banking, financial management, and investment services. She has a strong background in lending solutions, loan servicing, and wealth accumulation strategies. With expertise in multiple languages and a Master's degree in Business Administration, she excels in international banking services and private banking. Susan has held various leadership positions, including Finance Head at Barclays Wealth and Investment Management and Finance Admin Manager at Santander Investment. She is a Certified Investment Management Analyst and has a proven track record of delivering results-driven solutions for clients worldwide.

Experience

  • Barclays Wealth and Investment Management
    • Loan Adviser, Lender, Financial Consultant
      • Oct 1996 - Present

      As the Finance Head with 28years experience in Banking, Financial Adviser, Finance Management amongst others, i help both local and International Clients alike get funded in any capacity they want Via my partners in 25 countries. So in a nutshell, Clients are satisfied with my support to get funded for projects, businesses no matter how large, it will only take time.

  • Morgan Stanley Wealth Management
    • Finance Head Manager
      • Jan 1992 - Feb 1995

      As the word HEAD implies, i always strategies myself in helping to carry out the needs of clients, thereby monitoring our other branches to asertain clients needs are done well and on time.

  • Santander Investment
    • Finance Admin Manager
      • Jan 1984 - Jan 1990

      At my early 6years experience in financial world, I was made the senior Admin manager and Auditor of the company from 1985 to 1988. With my experience gaathered from financial world, i decided to Affiliate with Another Strong Financial Investment Company, where i am presently partnering.

Education

  • 1992 - 1994
    Finance University under the Government of the Russian Federation
    Master of Business Administration (M.B.A.), Investments and Securities
  • 1973 - 1980
    London South Bank University
    Bachelor of Business Administration (BBA), Finance and Financial Management Services
  • 1968 - 1972
    Queensborough Community College
    Master of Public Administration (MPA), International Business/Trade/Commerce

Suggested Services

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Industry Focus. “Financial Services”

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