Ewan Rosie Email & Phone Number
Chief Client Officer @ Cooper Parry
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Ewan Rosie Location
- England, United Kingdom
Ewan Rosie Work
- Chief Client Officer @ (January 2023 - Present)
- Partner @ (January 2022 - Present)
- Chief Operating Officer @ (July 2020 - January 2023)
- Head of Advice @ (March 2019 - July 2020)
- Wealth Planner @ (November 2013 - March 2019)
- Client Services Team Leader @ (May 2013 - November 2013)
- Paraplanner @ (September 2009 - May 2013)
- Support Paraplanner (University Placement) @ (July 2007 - September 2008)
Ewan Rosie Education
- Nottingham Business School, Nottingham Trent University
BA (Hons) - 2:1 (Business Studies, Financial Services, Planning and Management)
2005-2009 - West Bridgford School
GCSE and A levels
1998-2005
Ewan Rosie Skills
- Strategic Financial Planning
- High Net Worth Individuals
- Financial Advisory
- Investments
- Financial Planners
- Inheritance Tax Planning
- Pensions
- SIPP
- Retirement
- Finance
- Wealth
- Retirement Planning
- Wealth Management
- Financial Planning
- Wealth Management Services
Ewan Rosie Summary
- Ewan Rosie, based in England, United Kingdom, is currently a Chief Client Officer at Cooper Parry. Ewan Rosie brings experience from previous roles at Cooper Parry and Cooper Parry Wealth. Ewan Rosie holds a 2005 - 2009 BA (Hons) - 2:1 in Business Studies, Financial Services, Planning and Management @ Nottingham Business School, Nottingham Trent University. With a robust skill set that includes Strategic Financial Planning, High Net Worth Individuals, Financial Advisory, Investments, Financial Planners and more. Ewan Rosie has 1 emails and 1 mobile phone numbers on RocketReach.
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