Carl Wallis Email & Phone Number
Advisory Services Director @ Quilter Financial Planning
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Carl Wallis Location
- Sale, GB
Carl Wallis Work
- Advisory Services Director @ (October 2024 - Present)
- Group Compliance Director @ (January 2023 - October 2024)
- Compliance and Risk Director @ (February 2021 - January 2023)
- Head of Compliance @ (August 2015 - February 2021)
- Senior Compliance Technical Manager @ (August 2014 - August 2015)
- Compliance Policy Manager @ (March 2010 - September 2014)
- Compiance Policy Specialist @ (November 2006 - March 2010)
- Compliance Support Unit Officer @ (April 2006 - November 2006)
- Compliance Helpdesk Adviser @ (October 2004 - April 2006)
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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