Jonathan Palin Email
Head of Client Onboarding and Transfers @ Evelyn Partners
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Jonathan Palin Location
- Liverpool, GB
Jonathan Palin Work
- 2025 -now Head of Client Onboarding and Transfers @
- 2024 -2025 Senior Manager - Client Onboarding @
- 2022 -2024 Assurance Risk and Control - Senior Manager @
- 2021 -2022 Data Cleanse - Product Owner @
- 2018 -2021 Fees Team - Manager @
- 2017 -2018 MPS Specialist @
- 2014 -2017 Reporting Services Specialist @
- 2013 -2014 Operations Administrator @
- 2009 -2012 Administrative Assistant @
Jonathan Palin Education
- Keele University
Bachelor of Science (BSc) (Bachelor of Science (BSc), Mathematics)
2010-2013 - Neston High School Sixth Form College
A Levels (A Levels)
2008-2010 - Neston High School Sixth Form College
AS Level (AS Level)
2008-2010 - Neston High School
GCSEs (GCSEs)
2003-2008 - Chartered Institute for Securities & Investment
Introduction to Securities and Investment (Introduction to Securities and Investment)
2014
Jonathan Palin Skills
- Mathematics
- Cgix
- Versatility
- Axys
- Nexus
- Reliability
- Lotus Notes
- Flexibility
- Communication
- FactSet
- Strategic Planning
- Team Organisation
- Outlook
- Always Punctual
- Minitab
- Microsoft Office
- LaTeX
- Microsoft Excel
- Microsoft Publisher
- Customer Service
- Sage
- Fmc Pages
- Cgt Disposal Rules
- Corporate Actions
- Middle Office
- Motivation
Jonathan Palin Summary
- Jonathan Palin, based in Liverpool, GB, is currently a Head of Client Onboarding and Transfers at Evelyn Partners. Jonathan Palin brings experience from previous roles at Evelyn Partners. Jonathan Palin holds a 2010 - 2013 Bachelor of Science (BSc) in Bachelor of Science (BSc), Mathematics @ Keele University. With a robust skill set that includes Mathematics, Cgix, Versatility, Axys, Nexus and more. Jonathan Palin has 1 emails on RocketReach.
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Top Evelyn Partners Employees
Susan Miller-Jones
Chief People Officer
London, GB
Caroline Connell
Managing Partner
London, GB
David Smith
Managing Partner
Newcastle upon Tyne, GB
Ann-Marie Fpfs
Managing Partner
Chipping, GB
Fergus Caheny
Managing Partner
London, GB
Jason Hollands
Managing Director, Head of Corporate Affairs
London, England, GB
Adam Osper
Managing Partner, Financial Planning
United Kingdom
Bill Price
Managing Partner
Liverpool, GB
Lisa Henderson
Managing Partner
England, United Kingdom
Richard Mikdadi
Managing Partner
Bristol, England, GB
Martin Horton
CTO Evelyn Partners
Whitegate, England, GB
Niraj Vyas
Managing Partner - Midlands and South Wales
United Kingdom
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