Gerard Ward Email
Senior Adviser - Client Portfolios and Wealth Management @ Just Service
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Gerard Ward Location
- Urmston, England, GB
Gerard Ward Work
- Senior Adviser - Client Portfolios and Wealth Management @ (August 2017 - Present)
- Senior Loan Advisor - Stock Loans - Crypto Loans - UK Bridging Loans - Commercial Finance @ (October 2019 - Present)
- Expat Mortgage Broker @ Premier Expat Mortgages (May 2010 - Present)
Gerard Ward Education
- Hong Kong Securities Institute
Fundamentals of Securities and Futures Regulation Paper 1
2012-2012 - Peak EDU Hong Kong
Paper V - Investment-linked Long Term Insurance
2011-2011 - Peak EDU Hong Kong
Paper III - Long Term Insurance
2010-2011 - Peak EDU Hong Kong
Insurance Intermediaries Qualifying Examination
2010-2010 - Chartered Insurance Institute
Certificate In Mortgage Advice and Practice (CeMAP) (Mortgage Broker)
2005-2006 - Oldham Polytechnic College, Manchester
Association Of Accounting Technicians (A.A.T)
1991-1994
Gerard Ward Skills
- AML & KYC Procedures
- Anti-Money Laundering (AML) & KYC
- At The Market Offerings
- Audit & Assurance
- Bank Guarantee
- Banking & Monetary Policy
- Bridge Financing
- Bridging Finance
- Bridging Loans
- Business Practice
- Capital Markets
- Client Asset Protection
- Commercial Finance
- Commercial Lending
- Commercial Mortgages
- Commercial Property Finance
- Commercial Real Estate
- Commercial Real Estate Finance
- Construction Loans
- Cost Accounting
- Crypto Backed Loans - Release Equity From Bitcoin
- Data Integrity
- Debt Consolidation
- Development Finance
- Disability Insurance
- Disclosure of Interests
- Double-Entry Bookkeeping
- Equity Capital Markets
- Equity Lines Of Credit
- European Bridging Loans
- Expat Mortgages
- FCA Regulatory Compliance
- Finance
- Financial Analysis
- Financial Planning
- Financial Resources Rules (FRR)
- Financial Services
- Financial Statement Analysis
- Fiscal Oversight
- Funding
- Health Insurance
- High-Net-Worth (HNW) Lending
- Home Equity Loans
- Income Protection
- Initial Public Offerings (IPO)
- Insurance
- International Bridging Finance
- International Property Finance
- Investment Advisory
- Investment Management
- Investment Properties
- Licensing Framework
- Life Insurance
- Loan Origination
- Lombard Loans
- Management Accounting
- Market Misconduct Identification
- Mortgage Advice (CeMAP)
- Mortgage Brokers
- Mortgage Lending
- Mutual Funds
- Portfolio Loans
- Portfolio Management
- Professional Ethics
- Property Bridging Loans
- Property Finance
- Ratio Analysis
- Real Estate
- Real Estate Financing
- Record Keeping & Audit
- Regulatory Knowledge
- Residential Mortgages
- Retirement Planning
- SBLC
- SFC Oversight
- SFO Proficiency
- Seasoned Equity Offerings
- Secondary Offerings
- Secured Financing
- Securities Backed Loans
- Securities Portfolio Loans
- Securities-Backed Lending (SBL)
- Share Portfolio Loans
- Single Stock Loans
- Stock Loans
- Stock Portfolio Equity Release
- Stock Portfolio Loans
- Taxation Compliance
- Term Life Insurance
- UK Bridging Loans
- Universal Life Insurance
- inusrance
- stock loan
- stock portfolio loans
Gerard Ward Summary
- Gerard Ward, based in Urmston, England, GB, is currently a Senior Adviser - Client Portfolios and Wealth Management at Just Service. Gerard Ward brings experience from previous roles at Platinum Global Bridging Finance and Premier Expat Mortgages. Gerard Ward holds a 2012 - 2012 Fundamentals of Securities and Futures Regulation Paper 1 @ Hong Kong Securities Institute. With a robust skill set that includes AML & KYC Procedures, Anti-Money Laundering (AML) & KYC, At The Market Offerings, Audit & Assurance, Bank Guarantee and more.
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