Gerard Wilson Email
Executive Director - Client Advisor @ Brown Shipley | A Quintet Private Bank
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Gerard Wilson Location
- Glasgow, GB
Gerard Wilson Work
- Executive Director - Client Advisor @ (April 2022 - Present)
- Client Advisor @ (September 2020 - April 2022)
- Client Advisor, @ (September 2015 - September 2020)
- Director, Business Development @ (February 2014 - September 2015)
- Associate Director, Business Development @ (September 2010 - February 2014)
- Senior Relationship Manager @ (May 2008 - September 2010)
- Relationship Development Manager, Private Banking @ (August 2006 - May 2008)
- Premium Relationship Manager @ (August 2004 - August 2006)
- Personal Banking Manager @ (June 2002 - August 2004)
- Customer Advisor @ (March 2001 - June 2002)
- Customer Service Officer @ (November 1999 - March 2001)
Gerard Wilson Education
- Chartered Institute for Securities & Investment
Investment Advice Diploma (securities) (Chartered FCSI - Member of the Chartered Institute for Securities & Investment)
- Chartered Institute for Securities & Investment
Certificate in Private Client Investment Advice
Gerard Wilson Skills
- Asset Based Lending
- Banking
- Business Development
- Business Planning
- Business Relationship Management
- Business Strategy
- Commercial Banking
- Corporate Finance
- Credit
- Credit Analysis
- Credit Risk
- Cross Selling
- Finance
- Financial Advisory
- Financial Planning
- Financial Risk
- Financial Services
- Financial Structuring
- Funding
- High Net Worth Individuals
- Investment Banking
- Investment Management
- Investments
- KYC
- Loans
- Mergers & Acquisitions
- Mortgage Lending
- New Business Development
- Pensions
- Portfolio Management
- Private Banking
- Relationship Management
- Residential Mortgages
- Retail Banking
- Strategic Financial Planning
- Strategy
- Wealth
- Wealth Management
- Wealth Management Services
- Mergers and Acquisitions
Gerard Wilson Summary
- Gerard Wilson, based in Glasgow, GB, is currently a Executive Director - Client Advisor at Brown Shipley | A Quintet Private Bank. Gerard Wilson brings experience from previous roles at Brown Shipley | A Quintet Private Bank, UBS and Adam & Company. Gerard Wilson holds a Investment Advice Diploma (securities) in Chartered FCSI - Member of the Chartered Institute for Securities & Investment @ Chartered Institute for Securities & Investment. With a robust skill set that includes Asset Based Lending, Banking, Business Development, Business Planning, Business Relationship Management and more. Gerard Wilson has 1 emails on RocketReach.
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