Tomos James Email
Portfolio Manager @ RBC Brewin Dolphin
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Tomos James Location
- Cardiff, GB
Tomos James Work
- Portfolio Manager @ (April 2026 - Present)
- Associate Portfolio Manager @ (October 2024 - March 2026)
- Assistant Wealth Manager @ (August 2024 - September 2024)
- Graduate Wealth Manager @ (September 2022 - July 2024)
- Corporate Finance Analyst @ PEM (August 2021 - July 2022)
- Equity Research Applied Project - Industry Work Experience @ (February 2021 - August 2021)
Tomos James Education
- University of Exeter
Master of Science - MSc (Financial Analysis and Fund Management)
2020-2021 - University of Exeter
Bachelor of Science - BSc (Economics and Finance)
2017-2020 - Ysgol Gyfun Glantaf, Cardiff
A Level - Maths (Economics, History, Welsh Baccalaureate)
2015-2017 - Ysgol Gyfun Plasmawr, Cardiff
GCSE
2011-2015
Tomos James Skills
- Financial Protection
- Financial Services, Regulation & Ethics
- Investment Principles & Risk
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft PowerPoint
- Pensions and Retirement Planning
- Personal Taxation
- Portfolio Management
- Research
- Team Leadership
- Teamwork
Tomos James Summary
- Tomos James, based in Cardiff, GB, is currently a Portfolio Manager at RBC Brewin Dolphin. Tomos James brings experience from previous roles at RBC Brewin Dolphin, Cantab Asset Management and PEM. Tomos James holds a 2020 - 2021 Master of Science - MSc in Financial Analysis and Fund Management @ University of Exeter. With a robust skill set that includes Financial Protection, Financial Services, Regulation & Ethics, Investment Principles & Risk, Management, Microsoft Excel and more. Tomos James has 1 emails on RocketReach.
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