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Wendy Man, CFA CAIA

Wendy Man, CFA CAIA

Mathematics Student Ambassador

Followers of Wendy Man, CFA CAIA1000 followers
location of Wendy Man, CFA CAIALondon, England, United Kingdom

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  • Timeline

  • About me

    Portfolio Manager at RBC Brewin Dolphin

  • Education

    • Beauchamp College

      2006 - 2008

    • Leicester Grammar School

      2004 - 2006

    • University of Leicester

      2011 - 2013
      Master of Science (MSc) Financial Mathematics and Computation

    • University of Warwick

      2008 - 2011
      Bachelor of Science (BSc) Mathematics

  • Experience

    • University of Warwick

      Jan 2009 - Jan 2011
      Mathematics Student Ambassador

    • Jardine Lloyd Thompson

      Jul 2009 - Sept 2009
      Actuarial Intern

    • Belgrave Tutorial Centre

      Jan 2013 - Sept 2013
      Tutor

    • Brewin Dolphin

      Jun 2013 - now

      • Central Investment Solutions - Portfolio Manager

        Jun 2019 - now

      • Investment Manager

        Aug 2017 - Jun 2019

      • Portfolio Manager

        Oct 2016 - Aug 2017

      • Trainee Investment Manager

        Jun 2013 - Oct 2016

    • Leicester Hotshots

      Jan 2015 - Aug 2017
      Founding Member

    • Moving Ahead

      Sept 2022 - Sept 2023
      Mentee

  • Licenses & Certifications

    • Certificate in ESG Investing

      CFA UK
      Jul 2021
      View certificate certificate

    • UniFi by CAIA™ Digital Assets Microcredential

      CAIA Association
      Dec 2024
      View certificate certificate

    • Investment Advice Diploma (IAD)

      Chartered Institute for Securities & Investment (CISI)

    • UniFi by CAIA™ Real Estate Microcredential

      CAIA Association
      Dec 2024
      View certificate certificate

    • CAIA Charterholder

      CAIA Association
      May 2021
      View certificate certificate

    • Data Modeling for Power BI Video Course

      SQLBI
      Jul 2020

    • Financial Data Professional (FDP)

      FDP Institute
      Dec 2022
      View certificate certificate

    • Chartered Financial Analyst (CFA)

      CFA Institute
      View certificate certificate

    • Chartered Wealth Manager

      The Chartered Institute for Securities & Investment (The CISI)

    • Deep Learning

      Deeplearning.ai
      May 2020
      View certificate certificate