Simon Mcsi Email
Senior Manager @ Broadstone Pensions & Investments Limited
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Simon Mcsi Location
- London, GB
Simon Mcsi Work
- Senior Manager @ (October 2023 - Present)
- Manager @ (July 2021 - October 2023)
- Manager @ (June 2017 - July 2021)
- Senior Associate @ (March 2016 - June 2017)
- Redress Quality Control Analyst @ (June 2015 - February 2016)
- Investments, Protection and Remediation Specialist @ (October 2014 - June 2015)
- Business Development Executive @ (December 2013 - June 2014)
- Financial Advisor @ (August 2013 - November 2013)
- Senior Client Relationship Manager @ (March 2013 - July 2013)
- Client Relationship Manager @ (September 2012 - July 2013)
Simon Mcsi Education
- The University of Manchester
(BaHons) (Ancient History)
2009-2012 - The Chartered Institute for Securities & Investment (The CISI)
Private Client Investment Advice and Management (Level 6)
- The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Level 4)
- St Edward's School, Oxford
Simon Mcsi Skills
- Asset Allocation
- Banking
- Business Development
- CRM
- Communication
- Critical Analysis
- Critical Thinking
- Customer Service
- Financial Advisory
- Financial Services
- Higher Education
- Independent Financial Advice
- Investment Advisory
- Microsoft Office
- Personal Development
- Portfolio Management
- Relationship Management
- Sales
- Wealth Management
Simon Mcsi Summary
- Simon Mcsi, based in London, GB, is currently a Senior Manager at Broadstone. Simon Mcsi brings experience from previous roles at Broadstone, PwC and Coutts. Simon Mcsi holds a 2009 - 2012 (BaHons) in Ancient History @ The University of Manchester. With a robust skill set that includes Asset Allocation, Banking, Business Development, CRM, Communication and more. Simon Mcsi has 2 emails on RocketReach.
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