Gregory Winter Location
United Kingdom
Gregory Winter Work
- 2026 - now Senior Financial Planning Director @ Rathbones Group Plc
- 2022 - 2026 Financial Planning Director @ Rathbones Group Plc
- 2020 - 2022 Chartered Financial Planner @ Evelyn Partners
- 2018 - 2020 Senior Associate @ Pavis Financial Management Ltd
- 2015 - 2018 Financial planner @ Astute Private Wealth
- 2013 - 2015 Compliance @ Lloyds Banking Group
- 2011 - now Internship @ Investec
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
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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