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 @ Concentric Investment Consultancy
2019 - now Compliance Officer @ Concentric Investment Consultancy
2011 - 2012 Product Specialist @ Kleinwort Benson

2009 - 2011 Senior Client Relationship Manager @ Close Brothers Asset Management
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2006 - 2009 Independent Wealth Manager @ HSBC Bank International Ltd
2004 - 2006 Senior Lending Officer @ HSBC
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2001 - 2004 Customer Services Representative @ HSBC

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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

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Tracey Freeman Skills

Pensions
Investments
Mutual Funds

Investment Advisory
Asset Allocation
Financial Services
Strategic Financial Planning
Wealth Management Services
Wealth Management
Financial Advisory

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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 2 emails on RocketReach.

Tracey Freeman Emails

Found 2 emails

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Top Concentric Investment Consultancy Employees

Gordon Bennie

Chief Executive Officer at Concentric Investment Consultancy

Saint Helier, JE
2
- gmail.com
- concentric.je
1
- +44 7797 72XXXX
Tracey Freeman

Head of Compliance at Concentric Investment Consultancy

Saint Helier, JE
2
- hotmail.co.uk
- concentric.je
Adrian Rafa

Director and Head of Research at Concentric Investment Consultancy

Jersey
1
- concentric.je
David McSi

Business Development | Investment Consultant at Concentric Investment Consultancy

Saint Helier, JE
1
- concentric.je
Louise Allenby

Office Manager at Concentric Investment Consultancy

Jersey
1
- concentric.je
2
- +44 7797 82XXXX
- +44 7797 82XXXX
Kathryn McDonald

Research Analyst at Concentric Investment Consultancy

Saint Helier, JE
1
- concentric.je

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