Caroline Travers Email
Director, Advice and Suitability @ Coutts
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Caroline Travers Location
- Stourbridge, GB
Caroline Travers Work
- Director, Advice and Suitability @ (January 2022 - Present)
- Development Partner @ (May 2021 - January 2022)
- Client Director @ (April 2020 - April 2021)
- Senior Development and Conduct Manager @ (June 2019 - April 2020)
- Senior Development and Conduct Manager @ (June 2011 - June 2019)
- Development and Conduct Manager @ (December 2008 - May 2011)
- Senior Financial Advisor @ (December 2007 - November 2008)
- Development and Conduct Manager @ (January 2005 - November 2007)
- Private Banking Manager @ (December 1999 - December 2004)
- Private Banking Adviser @ (November 1994 - December 1998)
- Regulated Adviser @ (January 1993 - December 1994)
- Bank Employee @ (June 1984 - December 1992)
- Newsagent assistant @ Wards Newsagents and Post Office (February 1982 - May 1984)
Caroline Travers Education
- Bishop Ullathorne Coventry
Chartered Financial Planner FPFS (Chartered Member CISI, Finance and Financial Management Services)
Caroline Travers Skills
- Analytical Skills
- Banking
- Business Relationship Management
- Coaching
- Customer Service
- Estate Planning
- Finance
- Financial Advisory
- Inheritance Tax Planning
- Insurance
- Investment Management
- Later life planning
- Leadership
- Management
- Private Banking
- Project Management
- Retirement Planning
- Risk Management
- Strategy
- Tax Planning
- Team Leadership
- Training
- Trust planning
Caroline Travers Summary
- Caroline Travers, based in Stourbridge, GB, is currently a Director, Advice and Suitability at Coutts. Caroline Travers brings experience from previous roles at Coutts, Schroders Personal Wealth and Lloyds Bank. Caroline Travers holds a Chartered Financial Planner FPFS in Chartered Member CISI, Finance and Financial Management Services @ Bishop Ullathorne Coventry. With a robust skill set that includes Analytical Skills, Banking, Business Relationship Management, Coaching, Customer Service and more. Caroline Travers has 2 emails on RocketReach.
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