2023 -
2024 Family Office Investment Manager @ Solo Investments Holdings Limited
2022 -
2023 Associate Director - Client Advisor @
2018 -
2022 Client Advisor @
2016 -
2018 Client Account Manager @
2014 -
2016 Wealth Management Apprentice @
2013 -
2014 Business Management @
Shaun Fleming Education
The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice & Management
2020
-
2020
The Chartered Institute for Securities & Investment (The CISI)
(Investment Advice Diploma)
2017
-
2019
The Chartered Institute for Securities & Investment (The CISI)
(Investment Operations Certificate)
2014
-
2015
Davenant Foundation School
(Economics, Philosophy and Ethics, Biology)
2007
-
2013
Shaun Fleming Skills
Financial Analysis
Shaun Fleming Summary
Shaun Fleming, is currently a Client Adviser at Cadro. Shaun Fleming brings experience from previous roles at Solo Investments Holdings Limited and UBS. Shaun Fleming holds a 2020 - 2020 Private Client Investment Advice & Management @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Financial Analysis and more. Shaun Fleming has 1 emails on RocketReach.
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