Jonathan Sherlock Email
Managing Director- Client Advisor @ Brown Shipley | A Quintet Private Bank
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Jonathan Sherlock Location
- Wilmslow, GB
Jonathan Sherlock Work
- Managing Director- Client Advisor @ (January 2019 - Present)
- Office Head @ (April 2014 - December 2018)
- Executive Director @ (April 2004 - March 2014)
- Manager @ (October 1999 - March 2003)
- Corporate Manager @ (August 1997 - September 1999)
- Account Manager @ (July 1994 - July 1997)
- Executive Assistant @ (September 1992 - June 1994)
- Bank Clerk @ (July 1984 - August 1992)
Jonathan Sherlock Education
- Lymm Grammar School 1977-1984
Jonathan Sherlock Skills
- Account Management
- Alternative Investments
- Banking
- Banking Law
- Banking Relationships
- Branch Banking
- Business Analysis
- Business Relationship Management
- Commercial Banking
- Core Banking
- Customer Relationship Management (CRM)
- Customer Service
- Diary Management
- Equities
- Family Wealth Management
- Financial Analysis
- Fixed-Income Investing
- Intergenerational Wealth Transfer
- Investment Advisory Services
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Management
- Mortgage Lending
- Multi-generational Planning
- Multi-generational wealth transfer
- New Business Development
- Personal Banking
- Private Banking
- Private Wealth Management
- Retail Banking
- Risk Management
- Team Management
- Time Management
- Transactional Banking
- Wealth Management Services
- Wealth Preservation
- Wealth Transfer
Jonathan Sherlock Summary
- Jonathan Sherlock, based in Wilmslow, GB, is currently a Managing Director- Client Advisor at Brown Shipley | A Quintet Private Bank. Jonathan Sherlock brings experience from previous roles at Brown Shipley | A Quintet Private Bank, UBS and Barclays. Jonathan Sherlock holds a 1977 - 1984 Lymm Grammar School. With a robust skill set that includes Account Management, Alternative Investments, Banking, Banking Law, Banking Relationships and more. Jonathan Sherlock has 1 emails on RocketReach.
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Top Brown Shipley | A Quintet Private Bank Employees
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London, GB
Robert Kitchen
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Michelle Coulson
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Jonathan Sherlock
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Helen Whelan
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Katrina Johnson
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