Tracey Freeman Email
Head of Compliance @ Concentric Investment Consultancy
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Tracey Freeman Location
- Saint Helier, JE
Tracey Freeman Work
- Head of Compliance @ (October 2019 - Present)
- Compliance Officer @ (September 2019 - Present)
- Product Specialist @ Kleinwort Benson (June 2011 - September 2012)
- Senior Client Relationship Manager @ (July 2009 - June 2011)
- Independent Wealth Manager @ HSBC Bank International Ltd (September 2006 - July 2009)
- Senior Lending Officer @ (September 2004 - September 2006)
- Customer Services Representative @ (October 2001 - September 2004)
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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Top Concentric Investment Consultancy Employees
Tracey Freeman
Head of Compliance
Saint Helier, JE
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