Tim O'Sullivan Email
Senior Investment Director @ Rathbones Group Plc
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Tim O'Sullivan Location
- United Kingdom
Tim O'Sullivan Work
- 2025 -now Senior Investment Director @
- 2021 -now Investment Director @
- 2019 -2021 Investment Manager @
- 2015 -2019 Investment Advisor @
- 2012 -2015 Relationship Manager @
- 2010 -2012 Account Manager @
- 2008 -2008 Business Development Assistant @
Tim O'Sullivan Education
- Chartered Institute for Securities & Investment
Chartered Wealth Manager Qualification (Investments and Securities)
2016-2018 - University of Brighton
2.1 B.A (Hons) Business Management (Business, Management, Marketing, and Related Support Services)
2007-2010
Tim O'Sullivan Skills
- Sales Effectiveness
- Negotiation
- Client Relationship Building
- Account Management
- Customer Relations
- New Business Development
- Banking
- Capital Markets
- Investments
- Asset Management
- Financial Analysis
- Contract Negotiation
- Customer Service
- Asset Managment
- Microsoft Office
- Time Management
- CRM
- Investment Banking
- Business Strategy
- Portfolio Management
- Business Development
- Risk Management
- Relationship Management
- Management
- Financial Services
- Private Clients
- Mutual Funds
- Key Client Relationships
- Wealth Management
- Financial Advisory
Tim O'Sullivan Summary
- Tim O'Sullivan, based in United Kingdom, is currently a Senior Investment Director at Rathbones. Tim O'Sullivan brings experience from previous roles at Investec Wealth & Investment UK and Tilney Group. Tim O'Sullivan holds a 2016 - 2018 Chartered Wealth Manager Qualification in Investments and Securities @ Chartered Institute for Securities & Investment. With a robust skill set that includes Sales Effectiveness, Negotiation, Client Relationship Building, Account Management, Customer Relations and more. Tim O'Sullivan has 5 emails on RocketReach.
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Top Rathbones Group Plc Employees
Simonetta Rigo
Chief Client Officer
London, GB
Bryn Jones
Head of Fixed Income
London, GB
Camilla Stowell
CEO, Wealth
London, GB
Jonathan Sorrell
Chief Executive Officer
London, GB
James Boulter
Head of Portfolio Management
London, GB
Andy Brodie
Chief Operating Officer
United Kingdom
Brad Novak
Chief Technology Officer
London, England, GB
Aaron Guilder
Head of Anti-Money Laundering
London, GB
Jonathan Smith
Head of Data Science and Analytics
Liverpool, GB
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