Gregory Winter Email
Senior Financial Planning Director @ Rathbones Group Plc
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Gregory Winter Location
- United Kingdom
Gregory Winter Work
- 2026 -now Senior Financial Planning Director @
- 2022 -2026 Financial Planning Director @
- 2020 -2022 Chartered Financial Planner @
- 2018 -2020 Senior Associate @
- 2015 -2018 Financial planner @
- 2013 -2015 Compliance @
- 2011 -now Internship @
Gregory Winter Education
- Lancaster University
Bachelor of Arts (B.A.) (Economics & Geography)
2010-2013 - Birkenhead School
Mathematics, Economics, Geography, Physics
1998-2009 - The Chartered Institute for Securities & Investment (The CISI)
- Chartered Insurance Institute
Gregory Winter Skills
- Teamwork
- Strategic Planning
- Management
- Microsoft Office
- Project Management
- Economics
- Sales
- Financial Reporting
- Accounting
- Customer Service
- Financial Analysis
- Automotive
- Cold Calling
- Salesforce.com
- Financial Modeling
- Sales Process
- Customer Satisfaction
- Account Management
- Competitive Analysis
- Cash Flow
- Marketing
- B2b
- Business Development
- Budgets
- Leadership
- Customer Retention
- Marketing Strategy
- Negotiation
- New Business Development
- Vehicles
- Analysis
- Program Management
- Sales Management
- Sales Presentations
- Direct Sales
- Pricing
- Forecasting
- Risk Management
- Selling
- Operations Management
- Sales Operations
- Mergers and Acquisitions
- Email Marketing
- Profit
Gregory Winter Summary
- Gregory Winter, based in United Kingdom, is currently a Senior Financial Planning Director at Rathbones Group Plc. Gregory Winter brings experience from previous roles at Rathbones Group Plc, Evelyn Partners, Pavis Financial Management Ltd and Astute Private Wealth. Gregory Winter holds a 2010 - 2013 Bachelor of Arts (B.A.) in Economics & Geography @ Lancaster University. With a robust skill set that includes Teamwork, Strategic Planning, Management, Microsoft Office, Project Management and more. Gregory Winter has 2 emails on RocketReach.
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