Tom Whitfield's Location
London, GB
Tom Whitfield's Work
- Sales Director @ Amati Global Investors
- Account Director @ Sanlam Investments UK
- Sales Manager @ Sanlam Investments UK
- Sales Support Executive @ Sanlam Investments UK
- Investment Management @ RBC Brewin Dolphin
- Compliance Assistant @ RBC Brewin Dolphin
Tom Whitfield's Education
- Chartered Institute for Securities & Investment
(Private Client Advice)
2016 - 2017 - Chartered Institute for Securities and Investment
Investment Advice Diploma (Investments and Securities)
2013 - 2015 - The Arts Institute at Bournemouth
Bachelor's degree (Architecture)
2009 - 2012
Tom Whitfield's Skills
- Customer Service
- Portfolio Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Negotiation
- PowerPoint
- Adobe Creative Suite
- Outlook
- Photoshop
Tom Whitfield's Summary
Tom Whitfield, based in London, GB, is currently a Sales Director at Amati Global Investors, bringing experience from previous roles at Sanlam Investments UK and Brewin Dolphin. Tom Whitfield holds a 2016 - 2017 Chartered Institute for Securities & Investment. With a robust skill set that includes Customer Service, Portfolio Management, Microsoft Excel, Microsoft Office, Microsoft Word and more, Tom Whitfield contributes valuable insights to the industry. Tom Whitfield has 3 emails on RocketReach.
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