Ian Roderick Email
Adviser Development Manager @ Schroders Personal Wealth
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Ian Roderick Location
- Royal Wootton Bassett, GB
Ian Roderick Work
- 2022 -now Adviser Development Manager @
- 2015 -2022 Relationship Manager @
- 2012 -2016 Managing Director @ Roderick, Clements and Booth Training and Consultancy Ltd
- 2010 -2012 Financial Services Professional @ Santander
- 2009 -2010 Independant Business Consultant @ NPG Wealth Manager
- 2008 -2009 Senior Consultant @
Ian Roderick Education
- The University of Glamorgan
Bachelor of Laws (LL.B.) (Law)
1988-1993
Ian Roderick Skills
- Investments
- Financial Services
- Banking
- Pensions
- Financial Risk
- Wealth Management
- Retirement Planning
- Inheritance Tax Planning
- Risk Management
- High Net Worth Individuals
- Private Banking
- Relationship Management
- Investment Advisory
- Fixed Income
- Commercial Banking
- Credit Cards
- Wealth
- Portfolio Management
- Management
- Wealth Management Services
- Retail Banking
- Mortgage Lending
- Mutual Funds
- Structured Products
- Loans
- Equities
- Finance
- Credit
- Income Protection
- Estate Planning
- Life Insurance
- Insurance
- Asset Allocation
- Strategic Financial Planning
- Financial Advisory
- Due Diligence
- Securities
- Asset Management
- Financial Markets
- Credit Risk
- AML
- Bonds
- Retirement
- Residential Mortgages
- Operational Risk Management
- Cross Selling
- Protection
- Financial Planners
- Critical Illness
- Commercial Mortgages
- Training
- Accounting
- Public Speaking
- Sales
- Leadership
- Strategy
Ian Roderick Summary
- Ian Roderick, based in Royal Wootton Bassett, GB, is currently a Adviser Development Manager at Schroders Personal Wealth. Ian Roderick brings experience from previous roles at Quilter, Roderick, Clements and Booth Training and Consultancy Ltd, Santander and NPG Wealth Manager. Ian Roderick holds a 1988 - 1993 Bachelor of Laws (LL.B.) in Law @ The University of Glamorgan. With a robust skill set that includes Investments, Financial Services, Banking, Pensions, Financial Risk and more. Ian Roderick has 1 emails on RocketReach.
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