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) (Mathematics)
2010-2013 - Neston High School Sixth Form College
A Levels
2008-2010 - Neston High School Sixth Form College
AS Level
2008-2010 - Neston High School
GCSEs
2003-2008 - Chartered Institute for Securities & 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 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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