Head of Compliance @ (October 2023 - December 2024)
Compliance Director at Armstrong Watson @ (April 2020 - September 2023)
Business Assurance - Senior Manager @ (April 2017 - April 2020)
Compliance Manager @ (September 2015 - April 2017)
Operational Guidance Manager @ (May 2014 - July 2015)
Compliance Policy Manager @ (October 2011 - May 2014)
Investigations Team Manager @ (March 2010 - October 2011)
Quality and Process Manager @ (July 2007 - March 2010)
Quality and Process Officer @ (June 2005 - July 2007)
Complaints Officer @ (October 2002 - June 2005)
FSAVC Review Co-ordinator @ DBS (November 2000 - October 2002)
Pension Review Co-ordinator @ DBS (November 1999 - November 2000)
Rob Cleverly Education
The University of Huddersfield
Bachelor of Science (B.Sc.) (Geography)
1994-1997
John of Gaunt School, Trowbridge 1987-1994
Rob Cleverly Skills
Pensions
Financial Services
Investments
AML
Insurance
Stakeholder Management
Risk Management
Relationship Management
Change Management
Financial Risk
Wealth Management
Financial Planning
Mortgage Lending
Income Protection
Retirement Planning
Leadership
Business Development
Process Improvement
Microsoft Excel
Manufacturing
Project Management
Research
Rob Cleverly Summary
Rob Cleverly, based in United Kingdom, is currently a Senior Compliance Manager at 2plan wealth management Ltd. Rob Cleverly brings experience from previous roles at Sesame Bankhall Group, ARMSTRONG WATSON FINANCIAL PLANNING LTD and Brown Shipley. Rob Cleverly holds a 1994 - 1997 Bachelor of Science (B.Sc.) in Geography @ The University of Huddersfield. With a robust skill set that includes Pensions, Financial Services, Investments, AML, Insurance and more. Rob Cleverly has 2 emails on RocketReach.
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