Assistant Portfolio Manager @ (September 2016 - February 2019)
Investment Assistant @ (February 2008 - September 2016)
Administration Assistant @ (February 2005 - February 2008)
Leanne Stone Education
The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager (Level 7)
2021-2024
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma - Level 5
2016-2016
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Pass)
2014-2015
Budmouth Technology College 1998-2003
Leanne Stone Summary
Leanne Stone, based in United Kingdom, is currently a Associate Portfolio Manager at Rathbones Group Plc. Leanne Stone brings experience from previous roles at Investec Wealth & Investment UK, Brewin Dolphin and Barclays Wealth and Investment Management. Leanne Stone holds a 2021 - 2024 Chartered Wealth Manager in Level 7 @ The Chartered Institute for Securities & Investment (The CISI). Leanne Stone has 1 emails and 1 mobile phone numbers on RocketReach.
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