Chris Pfs Email
Client Relationships Manager @ The Progeny Group
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Chris Pfs Location
- Nottingham, England, GB
Chris Pfs Work
- 2024 -now Client Relationships Manager @
- 2022 -2024 Senior Relationship Manager @
- 2020 -2022 Senior Relationship Manager @ The RU Group
- 2015 -2020 Paraplanning Manager @ Russell Ulyatt Financial Services Ltd
- 2002 -2014 Private Banking Manager @
- 1988 -2013 Private Banking Manager @
- 2000 -2002 Private Banking Managers Assistant @
- 1988 -2000 Customer Service Officer @ Lloyds Bank
Chris Pfs Education
- Southwolds Comprehensive School Keyworth
A Levels (n/a)
1980-1988
Chris Pfs Skills
- Financial Planning
- Investments
- Finance
- Wealth Management
- Private Banking
- Securities
- Relationship Management
- Financial Advisory
- Banking
- Team Building
- Financial Risk
- Microsoft Word
- Branch Banking
- CRM
- Customer Service
- Savings
- Investment Strategies
- Microsoft Office
- Portfolio Management
- Wealth Management Services
- Research
- Financial Services
- High Net Worth Individuals
- Risk Management
- Retail Banking
- Management
- Wills
- Coaching
- Paraplanning
- Key Client Relationships
- Investment Management
Chris Pfs Summary
- Chris Pfs, based in Nottingham, England, GB, is currently a Client Relationships Manager at Progeny. Chris Pfs brings experience from previous roles at Progeny, The RU Group, Russell Ulyatt Financial Services Ltd and Lloyds Bank. Chris Pfs holds a 1980 - 1988 A Levels in n/a @ Southwolds Comprehensive School Keyworth. With a robust skill set that includes Financial Planning, Investments, Finance, Wealth Management, Private Banking and more. Chris Pfs has 1 emails on RocketReach.
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