Tom Whitfield Email
Investment Specialist @ Rathbones Group Plc
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Tom Whitfield Work
- 2025 -now Investment Specialist @
- 2022 -2024 Sales Director @
- 2021 -2022 Account Director @
- 2019 -2021 Sales Manager @
- 2019 -2019 Sales Support Executive @
- 2012 -2019 Investment Management @
Tom Whitfield 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 Skills
- Customer Service
- Portfolio Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Negotiation
- PowerPoint
- Adobe Creative Suite
- Outlook
- Photoshop
- Financial Analysis
- Valuation
- Corporate Finance
- Equities
- Project Management
- Wealth Management Services
- ArchiCAD
- AutoCAD
- WordPress
Tom Whitfield Summary
- Tom Whitfield, is currently a Investment Specialist at Rathbones Group Plc. Tom Whitfield brings experience from previous roles at Amati Global Investors and Sanlam Investments UK. 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 has 3 emails on RocketReach.
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Top Rathbones Group Plc Employees
Julian Chillingworth
CIO
Roxton, England, GB
Kirsty Povey
Head of Reward
Weybridge, GB
Gaynor Gillespie
Chief People Officer
United Kingdom
Stephen Field
Managing Director, Rathbones Financial Planning
Manchester, England, GB
Andy Brodie
Chief Operating Officer
United Kingdom
Tom Mann
Head of Portfolio Construction
London, GB
Tyler Smart
Head of Information Security
Elmswell, GB
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