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Catherine Ross Location
Marbella, AL, ES
Catherine Ross Work
Independent Consultant @ (May 2024 - Present)
Financial Services Consultant @ (December 2023 - May 2024)
Head Of New Business @ (December 2019 - November 2023)
Head of Pension Administration @ (May 2019 - December 2019)
Personal Assistant to COO @ (June 2018 - May 2019)
Senior Pension Administrator @ (April 2017 - March 2018)
Existing Business Pension Administration @ (January 2017 - March 2017)
QROPS @ (May 2010 - September 2016)
PR Consultant @ PR - (January 2000 - January 2001)
UK Partner Sales @ Lotus IBM (January 1998 - January 2000)
Catherine Ross Skills
QROPS
Wealth Management
Financial Advisory
Portfolio Management
Savings
Strategic Financial Planning
Investments
Asset Management
Inheritance Tax Planning
Pensions
Investment Advisory
Financial Services
Wealth
Retirement Planning
Valuation
Sales
Wealth Management Services
Catherine Ross Summary
Catherine Ross, based in Marbella, AL, ES, is currently a Independent Consultant at Abbey Wealth. Catherine Ross brings experience from previous roles at Emily Wealth, Fiduciary Wealth Management Limited, Atlantica Wealth LLC and Woodbrook Group. With a robust skill set that includes QROPS, Wealth Management, Financial Advisory, Portfolio Management, Savings and more. Catherine Ross has 1 emails and 1 mobile phone numbers on RocketReach.
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