Kate Stephen Location
United Kingdom
Kate Stephen Work
- 2022 - now Chartered Financial Planner @ Francis Clark Financial Planning
- 2018 - 2022 Independent Financial Advisor @ Worldwide Financial Planning
- 2016 - 2017 Executive Manager ES Business Partnering @ Commonwealth Bank
- 2015 - 2016 Senior Finance Manager - Projects @ (CFSGAM) Colonial First State Global Asset Management
- 2011 - 2015 Finance Business Partner @ (CFSGAM) Colonial First State Global Asset Management
- 2010 - 2011 Finance Manager - Decision Support @ Commonwealth Bank
- 2007 - 2009 Finance Manager @ L&G – Asset Management
- 2004 - 2007 Financial And Management reporting analyst @ L&G – Asset Management
Kate Stephen Education
- University of Oxford
Masters in Biochemistry (Molecular and Cellular Biochemistry)
2000 - 2004 - Chartered Insurance Institute
Advanced Diploma PFS
- Chartered Institute of Management Accountants (CIMA)
Chartered Management Accountant
- Chartered Insurance Institute
Fellowship
Kate Stephen Skills
- Financial Services
- Financial Reporting
- Business Analysis
- Financial Analysis
- Financial Modeling
- Portfolio Management
- Business Development
- Strategic Planning
- Business Intelligence
- Change Management
Kate Stephen Summary
Kate Stephen, based in United Kingdom, is currently a Chartered Financial Planner at Francis Clark Financial Planning. Kate Stephen brings experience from previous roles at Worldwide Financial Planning, Commonwealth Bank and (CFSGAM) Colonial First State Global Asset Management. Kate Stephen holds a 2000 - 2004 Masters in Biochemistry in Molecular and Cellular Biochemistry @ University of Oxford. With a robust skill set that includes Financial Services, Financial Reporting, Business Analysis, Financial Analysis, Financial Modeling and more. Kate Stephen has 1 emails on RocketReach.
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Simon Apfs
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Bristol, England, GB1
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