Amy Barlow Email
Manager - FP Advice Team @ Evelyn Partners
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Amy Barlow Location
- Liverpool, GB
Amy Barlow Work
- Manager - FP Advice Team @ (April 2026 - Present)
- Senior Specialist - Financial Planning Advice and Technical Team @ (August 2022 - Present)
- Senior Financial Planning Compliance Adviser @ (August 2019 - August 2022)
- Wealth Manager @ (August 2017 - August 2019)
- Assistant Vice President @ (August 2015 - August 2017)
- Business Compliance Consultant @ (April 2014 - July 2015)
- Private Banker @ (April 2006 - September 2010)
- Career break @ Career break (October 2010 - March 2014)
- Independent Financial Advisor @ Campbells (September 2001 - March 2006)
Amy Barlow Education
- The University of Sheffield
Bachelor of Arts (BA) (History)
1993-1996 - Drew University 1994-1995
Amy Barlow Skills
- Portfolio Management
- Banking
- Investments
- Private Banking
- Retail Banking
- Mortgage Lending
- Credit
- Risk Management
- Research
- Sales
- Fixed Income
- Business Analysis
- Loans
- Strategy
- Financial Services
- Wealth Management
- Financial Markets
- Wealth Management Services
- Structured Products
- Marketing
- Microsoft Excel
- Customer Service
- Leadership
Amy Barlow Summary
- Amy Barlow, based in Liverpool, GB, is currently a Manager - FP Advice Team at Evelyn Partners. Amy Barlow brings experience from previous roles at Evelyn Partners, Coutts and Barclays Wealth and Investment Management. Amy Barlow holds a 1993 - 1996 Bachelor of Arts (BA) in History @ The University of Sheffield. With a robust skill set that includes Portfolio Management, Banking, Investments, Private Banking, Retail Banking and more. Amy Barlow has 1 emails on RocketReach.
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