Marc Roots Email
Investment Manager Assistant @ Navera Investment Management
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Marc Roots Location
- London, England, GB
Marc Roots Work
- 2022 -now Investment Manager Assistant @
- 2019 -2022 Associate @ Alvarium Investment Managers (UK) LLP
- 2012 -2022 Client Services @ Salisbury Partners
- 2012 -2022 Client Management Assistant @ Salisbury Partners
- now Assciate, Client Services @ Alvarium Investment Managers (UK) LLP
- 2003 -2012 Branch Manager and Assistant Manager @ Welcome finance
- 2007 -2009 branch manager @ Welcome finance
Marc Roots Education
- Chartered Institute for Securities & Investment
(Investment Operations Certificate)
2018-2019
Marc Roots Skills
- Leadership
- Financial Advisory
- Banking
- Pensions
- Insurance
- Account Management
- Financial Planning
- Customer Retention
- Portfolio Management
- Investments
- Relationship Management
- Negotiation
- Credit Risk
- Team Management
- Finance
- Team Leadership
- Investment Advisory
- Financial Services
- Asset Managment
- Equities
- Wealth Management
- Mutual Funds
- Underwriting
- Strategic Financial Planning
- Credit
- Training
- Consumer Lending
- Customer Service
- Management
- Coaching
- Call Centers
- Loans
- Recruiting
- Performance Management
Marc Roots Summary
- Marc Roots, based in London, England, GB, is currently a Investment Manager Assistant at Navera Investment Management. Marc Roots brings experience from previous roles at Alvarium Investment Managers (UK) LLP and Salisbury Partners. Marc Roots holds a 2018 - 2019 Chartered Institute for Securities & Investment. With a robust skill set that includes Leadership, Financial Advisory, Banking, Pensions, Insurance and more. Marc Roots has 1 emails on RocketReach.
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