Manager - Intermediary Business @ Cornelian Asset Managers (September 2010 - January 2015)
Specialist Customer Partner @ (August 2009 - September 2010)
Investment Support Manager @ F&C Asset Management (April 2007 - August 2009)
Independent Financial Services Consultant @ (April 2005 - April 2007)
Complaints Consultant @ (December 2003 - April 2005)
Compensation Benefits Specialist @ (December 2002 - December 2003)
Sales Direct Representative @ (September 2000 - December 2002)
James McCafferty Education
Heriot-Watt University Malaysia
Master of Arts (Accountancy)
1997-2001
NEOMA Business School 1999-2000
James McCafferty Skills
Challenges
Financial Services
Investments
Relationship Management
Asset Management
Management
Wealth Management
Fund of Funds
CRM
Business Analysis
Business Strategy
Project Delivery
Salesforce.com Administration
Asset Managment
Mutual Funds
Stakeholder Management
Team Leadership
Process Improvement
Proposition Development
Business Relationship Management
Data Analysis
Training Delivery
Due Diligence
RFI
RFP
Business Process Mapping
Digital Marketing
Business Planning
Product Management
Customer Experience
Analytics
Impact Assessment
Strategy
Customer Journeys
Customer Journey Mapping
James McCafferty Summary
James McCafferty, based in Edinburgh, GB, is currently a Lead Product Manager at Wesleyan. James McCafferty brings experience from previous roles at Wesleyan, Embark Group and Alliance Trust Savings. James McCafferty holds a 1997 - 2001 Master of Arts in Accountancy @ Heriot-Watt University Malaysia. With a robust skill set that includes Challenges, Financial Services, Investments, Relationship Management, Asset Management and more. James McCafferty has 3 emails on RocketReach.
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