Chloe Moran Email & Phone Number
Paraplanner @ boosst - Financial Planning
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Chloe Moran Location
- St Albans, GB
Chloe Moran Work
- 2012 -2013 Trainee Independent Financial Adviser @
- 2011 -2011 Customer Financial Services Summer Intern @
- 2020 -now Paraplanner @
- 2019 -2020 Chartered Financial Planner @
- 2018 -2019 Senior Paraplanner @
- 2017 -2018 Financial Planner @
- 2013 -2014 Paraplanner @
- 2013 -2013 Assistant Paraplanner @
- 2014 -2016 Paraplanner @
Chloe Moran Education
- Chartered Insurance Institute
Advanced Diploma in Financial Planning (Financial Planning and Services)
2015-2018 - Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2014-2015 - Lancaster University
BSc (Hons) (Business Studies)
2009-2012 - St Clement Danes School
A Levels (Business Studies (A), English Language (B) & Psychology (B))
2007-2009 - Rickmansworth School 2002-2007
Chloe Moran Skills
- Leadership
- Portfolio Performance Analysis
- PowerPoint
- Protean
- SAP
- Pensions
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Bloomberg
- Relationship Management
- Business Analysis
- Business Development
- Finance
- Asset Allocation
- Financial Services
- Strategic Financial Planning
- Microsoft Word
- Bloomberg Terminal
- Marketing
- Training
- Time Management
- Customer Service
- Sage
- Project Planning
- Teamwork
- Management
- CRM
- Pension Funds
Chloe Moran Summary
- Chloe Moran, based in St Albans, GB, is currently a Paraplanner at boosst - Financial Planning. Chloe Moran brings experience from previous roles at Taylor Made Financial Planning LLP, Bloomberg, Rose & North and 1825 Financial Planning. Chloe Moran holds a 2015 - 2018 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Leadership, Portfolio Performance Analysis, PowerPoint, Protean, SAP and more. Chloe Moran has 1 mobile phone numbers on RocketReach.
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