Jonathan Palin Email
Head of Client Onboarding and Transfers @ Evelyn Partners
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Jonathan Palin Location
- Liverpool, GB
Jonathan Palin Work
- Head of Client Onboarding and Transfers @ (June 2025 - Present)
- Senior Manager - Client Onboarding @ (September 2024 - June 2025)
- Assurance Risk and Control - Senior Manager @ (July 2022 - September 2024)
- Data Cleanse - Product Owner @ (April 2021 - July 2022)
- Fees Team - Manager @ (July 2018 - April 2021)
- MPS Specialist @ (March 2017 - July 2018)
- Reporting Services Specialist @ (August 2014 - March 2017)
- Operations Administrator @ (August 2013 - August 2014)
- Administrative Assistant @ (June 2009 - September 2012)
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
- Always Punctual
- Axys
- CGT Disposal Rules
- CGiX
- Communication
- Corporate Actions
- Customer Service
- FMC Pages
- FactSet
- Flexibility
- LaTeX
- Lotus Notes
- Mathematics
- Microsoft Excel
- Microsoft Office
- Microsoft Publisher
- Middle Office
- Minitab
- Motivation
- Nexus
- Outlook
- Reliability
- Sage
- Strategic Planning
- Team Organisation
- Versatility
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 Always Punctual, Axys, CGT Disposal Rules, CGiX, Communication and more. Jonathan Palin has 1 emails on RocketReach.
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