Location
London, GB
Work
- Managing Director @ Attivo Group
- Financial Planning Director @ Attivo Group
- Chartered Financial Planner @ Attivo Group
- Private Client Manager and Deputy to Regional Manager @ Barclays Wealth and Investment Management
- Specialist Financial Advice Manager @ NatWest
- Private Investment Manager and Deputy to Area Manager @ NatWest
- Premier Banking Manager @ Barclays
- Relationship Manager @ NatWest
Education
- Harvard Kennedy School Executive Education2015 - 2015
- Williams College1978 - 1982
Skills
- Financial Advisory
- Private Banking
- Banking
- Financial Services
- Wealth Management
- Relationship Management
- Investments
- Portfolio Management
- Credit
- Estate Planning
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