William Preston Email
Director - Trade Surveillance (Asset Management) @ UBS Group AG
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William Preston Location
- Falkirk, GB
William Preston Work
- 2021 -now Director - Trade Surveillance (Asset Management) @
- 2021 -2024 Associate Director - Trade Surveillance (Asset Management) @
- 2019 -2021 Compliance Manager - Investment @
- 2017 -2019 Dealing Manager @ Alliance Trust Savings
- 2011 -2017 Head of Dealing @ Alliance Trust Investments
- 2008 -2011 Sales Trader @
- 2004 -2008 Equity Sales Trader @ Altium Securities
- 2003 -2004 Senior Pan-European Equity Dealer @ Abbey National Asset Managers
- 2000 -2003 Senior Dealer @
- 1998 -2000 Equity Dealer @ Murray Johnstone
- 1997 -1998 Equity Dealer @ Edinburgh Fund Managers
- 1991 -1997 Equity Dealer and Investment Administrator @ Scottish Amicable Investment Managers
William Preston Education
- Thomas Muir High School 1988-1991
- Allan Glens School 1985-1987
William Preston Skills
- Equities
- Equity Trading
- Trading
- Investments
- Investment Banking
- Bloomberg
- Electronic Trading
- Investment Management
- Asset Management
- Derivatives
- Trading Systems
- Fidessa
- Mutual Funds
- Financial Markets
- Fixed Income
- Buy side dealing
- Client Relationship Management
- Shares
- Small Cap
- Charles River IMS
- Investment Sales
- Settlement
- Stock Market
- Stock Trading
- Equity Sales
- Manage Client Relationships
- Strengthening Client Relationships
- CF30
- CRM
- Sales Trading
- IMC
- Securities Institute Certificate in Securities
- IAQ
- MiFID
- Financial Regulation
- Bonds
- Counterparty Management
- Capital Markets
- Tradeweb
- Strategic Planning
- Sales Management
- Microsoft Office
- Microsoft Excel
- Broker Liaison
- Management
- Account Management
- Compliance Monitoring
- Compliance Testing
- Best Execution
- Executive Level Management
- Coaching and Mentoring
- Line Management
- Transactzar
- Investment Administration
- Market Abuse Regulations
- Trade Compliance
- Dealing
William Preston Summary
- William Preston, based in Falkirk, GB, is currently a Director - Trade Surveillance (Asset Management) at UBS. William Preston brings experience from previous roles at UBS, Aegon Asset Management, Alliance Trust Savings and Alliance Trust Investments. William Preston holds a 1988 - 1991 Thomas Muir High School. With a robust skill set that includes Equities, Equity Trading, Trading, Investments, Investment Banking and more. William Preston has 3 emails on RocketReach.
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Top UBS Group AG Employees
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