Parvez Taher Email & Phone Number
Head of Risk and Compliance - Wealth Planning @ Mattioli Woods plc
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Parvez Taher Location
- London, GB
Parvez Taher Work
- Head of Risk and Compliance - Wealth Planning @ (March 2019 - Present)
- Senior Consultant @ (September 2018 - March 2019)
- Senior Consultant @ (October 2015 - August 2018)
- Senior Suitability and Compliance Reviewer including Remediation. @ (September 2013 - September 2015)
- Investment Reviewer and Complaint Handler @ (July 2013 - August 2013)
- Senior International Wealth Manager @ (February 2009 - March 2013)
- Senior Private Financial Planning Manager @ (January 2004 - February 2006)
- Senior Financial Planning Manager @ (February 1992 - January 2006)
Parvez Taher Education
- Chartered Insurance Institute,UK
Diploma in Personal Financial Services (DipPFS)
2005-2005 - Chartered Insurance Institute, UK
Certificate in Mortgage Practice ( CeMAP)
2003-2003 - Chartered Insurance Institute,UK
Advanced FinancialPlanning Certificate
1993-1993 - Chartered Insurance Institute,UK
FInancial Planning Certificate,FPC
1991-1991 - University of Surrey
Bachelor of Science (BSc) Hons (Economics & Sociology)
1985-1988
Parvez Taher Skills
- AML
- Anti Money Laundering
- Asset Management
- Banking
- Bonds
- Business Development
- CRM
- Complaints
- Compliance
- Compliance Management
- Compliance Reporting
- Credit
- Credit Risk
- Equities
- FX Options
- Finance
- Financial Advisory
- Financial Markets
- Financial Planning
- Financial Risk
- Financial Services
- Fixed Income
- Hedge Funds
- Helping Clients Succeed
- High Net Worth Individuals
- International
- International Relationship Management
- International Sales
- International Wealth Management
- Investment Advisory
- Investment Banking
- Investment Management
- Management
- Mortgage Lending
- Operational Compliance
- Past business reviews
- Pensions
- Private Banking
- Private Equity
- Product Complaints
- Project Management
- Protection
- Redress calculation
- Relationship Management
- Retail Banking
- Risk Compliance
- Risk Management
- Strategic Financial Planning
- Structured Products
- Suitability Analysis
- Wealth
- Wealth Management
- Investments
- Portfolio Management
- High Net Worth
- International Wealth
- Strategic Financial
Parvez Taher Summary
- Parvez Taher, based in London, GB, is currently a Head of Risk and Compliance - Wealth Planning at Mattioli Woods. Parvez Taher brings experience from previous roles at TCC.Group, PwC UK, EY and Grant Thornton LLP. Parvez Taher holds a 2005 - 2005 Diploma in Personal Financial Services (DipPFS) @ Chartered Insurance Institute,UK. With a robust skill set that includes AML, Anti Money Laundering, Asset Management, Banking, Bonds and more. Parvez Taher has 1 emails and 2 mobile phone numbers on RocketReach.
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