Kate Stephen Email
Chartered Financial Planner @ Francis Clark Financial Planning
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Kate Stephen Location
- United Kingdom
Kate Stephen Work
- 2022 -now Chartered Financial Planner @
- 2018 -2022 Independent Financial Advisor @
- 2016 -2017 Executive Manager ES Business Partnering @
- 2015 -2016 Senior Finance Manager - Projects @
- 2011 -2015 Finance Business Partner @
- 2010 -2011 Finance Manager - Decision Support @
- 2007 -2009 Finance Manager @
- 2004 -2007 Financial And Management reporting analyst @
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
- Strategy
- Project 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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