Stephanie Fox Email & Phone Number
Head of Client Services - Investment Management @ Walker Crips
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Stephanie Fox Location
- York, GB
Stephanie Fox Work
- Head of Client Services - Investment Management @ (September 2023 - Present)
- Head of Client Services ~ Private Clients Department @ (September 2022 - September 2023)
- Client Services Manager @ (October 2018 - September 2022)
- SSAS Adminstrator @ (February 2017 - September 2018)
- Administration Manager @ St. James's Place Wealth Management (April 2016 - February 2017)
- Republic of Ireland Support @ (September 2014 - April 2016)
- Mortgage Consultant @ (September 2013 - September 2014)
- Mortgage Consultant @ (January 2013 - September 2013)
- Senior Personal Banker @ (September 2008 - December 2012)
- Estate Agent @ (October 2007 - September 2008)
- Call Center Specialist @ (January 2006 - October 2007)
- Administrative Assistant @ (September 2004 - January 2006)
Stephanie Fox Skills
- Alternative Investments
- Asset Management
- Branch Banking
- Business Development
- Buy to Let
- Client Services
- Commercial Mortgages
- Conflict Resolution
- Customer Onboarding
- Customer Relationship Management (CRM)
- Customer Service Operations
- FactSet
- General Insurance
- Google Mail
- Health Insurance
- Internal Customers
- Investment Banking
- Investment Management
- Investment Portfolios
- Investment Strategies
- Investments
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Mortgage Industry
- Mortgage Lending
- Organization Skills
- Paraplanning
- Pension Administration
- Pension Funds
- Pension Schemes
- Privacy Policies
- Private Banking
- Regulatory Compliance
- Residential Mortgages
- Retail Banking
- Self-Invested Personal Pension (SIPP)
- Strategy
- Structured Investments
- Support Management
- Team Management
- Trustee Investments
Stephanie Fox Summary
- Stephanie Fox, based in York, GB, is currently a Head of Client Services - Investment Management at Walker Crips. Stephanie Fox brings experience from previous roles at Walker Crips and St. James's Place Wealth Management. With a robust skill set that includes Alternative Investments, Asset Management, Branch Banking, Business Development, Buy to Let and more. Stephanie Fox has 2 emails and 1 mobile phone numbers on RocketReach.
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