Tracey Freeman Email
Head of Compliance @ Concentric Investment Consultancy
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Tracey Freeman Location
- Saint Helier, JE
Tracey Freeman Work
- 2019 -now Head of Compliance @
- 2019 -now Compliance Officer @
- 2011 -2012 Product Specialist @ Kleinwort Benson
- 2009 -2011 Senior Client Relationship Manager @
- 2006 -2009 Independent Wealth Manager @ HSBC Bank International Ltd
- 2004 -2006 Senior Lending Officer @
- 2001 -2004 Customer Services Representative @
Tracey Freeman Education
- University of Wales, Swansea
Bachelor of Science BSc (Hons) (Business/Managerial Economics)
1998-2001 - Hautlieu School
(GCSEs & A Levels)
1994-1998 - Le Rocquier School 1992-1994
- Jersey International Business School
Tracey Freeman Skills
- Pensions
- Investments
- Mutual Funds
- Investment Advisory
- Asset Allocation
- Financial Services
- Strategic Financial Planning
- Wealth Management Services
- Wealth Management
- Financial Advisory
- Finance
- Hedge Funds
- Asset Management
- High Net Worth Individuals
- Financial Planning
- Equities
- Training
- Project Management
- Management
- Microsoft Office
- Portfolio Management
- Customer Service
Tracey Freeman Summary
- Tracey Freeman, based in Saint Helier, JE, is currently a Head of Compliance at Concentric Financial Services Limited. Tracey Freeman brings experience from previous roles at Concentric Financial Services Limited, Kleinwort Benson, Close International Asset Management and HSBC Bank International Ltd. Tracey Freeman holds a 1998 - 2001 Bachelor of Science BSc (Hons) in Business/Managerial Economics @ University of Wales, Swansea. With a robust skill set that includes Pensions, Investments, Mutual Funds, Investment Advisory, Asset Allocation and more. Tracey Freeman has 1 emails on RocketReach.
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