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Stuart Phillimore

Stuart Phillimore

New Accounts Supervisor

Followers of Stuart Phillimore378 followers
location of Stuart PhillimoreDartford, England, United Kingdom

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  • Timeline

  • About me

    Product Specialist/ Trader

  • Education

    • Hurstmere School for Boys

      -

    • Northwest Kent College

      -

  • Experience

    • Merrill Lynch

      Jan 1997 - Jan 2003
      New Accounts Supervisor

    • Credit Suisse

      Aug 2004 - Nov 2007
      Assistant Relationship Manager

      Collating documents for account opening, Handling client requests such as payments, cash collections, fixed deposits, FX transactions, Arranging business travel for Advisors, Reclaiming expenses for Advisors,Preparing investment packages for clients

    • RBC

      Jan 2008 - Jun 2012
      Assistant Investment Advisor

      Handling client requests such as payments, cash collections, fixed deposits, FX transactions, trade requests etc

    • RBC Wealth Management

      Jun 2012 - Sept 2015
      Investments Dealer

      Executing transactions on behalf of RBC Wealth Management, equity investment and fixed income productsacross all sectors and regions.

    • HSBC

      Oct 2015 - now
      Product Specialist/ Trader

  • Licenses & Certifications

    • CISI Securities

      CISI Principles of Financial Regulation
      Jan 2012

    • Securities

      Chartered Institute for Securities & Investment (CISI)
      May 2012