Carl Wallis Email & Phone Number
Advisory Services Director @ Quilter Financial Planning
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Carl Wallis Location
- Sale, GB
Carl Wallis Work
- 2024 -now Advisory Services Director @
- 2023 -2024 Group Compliance Director @
- 2021 -2023 Compliance and Risk Director @
- 2015 -2021 Head of Compliance @
- 2014 -2015 Senior Compliance Technical Manager @
- 2010 -2014 Compliance Policy Manager @
- 2006 -2010 Compiance Policy Specialist @
- 2006 -2006 Compliance Support Unit Officer @
- 2004 -2006 Compliance Helpdesk Adviser @
Carl Wallis Skills
- Pensions
- Management
- Investments
- Financial Regulation
- FSA/FCA Financial regulation
- Systems and Controls
- Compliance Policy
- Operational Risk
- Advice and suitability
- Policy
- Stakeholder Management
- Finance
- Relationship Management
- Microsoft Excel
- Public Speaking
- Active Directory
- Financial Services
- SQL
Carl Wallis Summary
- Carl Wallis, based in Sale, GB, is currently a Advisory Services Director at Quilter Financial Planning. Carl Wallis brings experience from previous roles at Fairstone Group Ltd and Sesame Bankhall Group. With a robust skill set that includes Pensions, Management, Investments, Financial Regulation, FSA/FCA Financial regulation and more. Carl Wallis has 1 emails and 1 mobile phone numbers on RocketReach.
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