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James Greenhalgh, Chartered MCSI

James greenhalgh, chartered mcsi

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location of James Greenhalgh, Chartered MCSINottingham, England, United Kingdom
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  • Timeline

  • About me

    Chartered Wealth Manager at RBC Brewin Dolphin

  • Education

    • University of east anglia

      2012 - 2015
      Bachelor of science (bsc) economics 2:1

      Activities and Societies: Film making society Treasurer, Economics society, Investment society, Triathlon team.

    • Bilborough college

      2010 - 2012
      A level economics

      Activities and Societies: Mixed Martial Arts, Parkour, Triathlon, Student Union Treasurer Alevels including:EconomicsBusiness Accounting

    • Nottingham emmanuel school

      2005 - 2010

    • The chartered institute for securities & investment (the cisi)

      2018 - 2021
      Level 7 diploma in wealth management wealth management masters pass

      Chartered Wealth Masters - Level 7 Diploma (CISI)

    • Chartered institute for securities & investment

      2017 - 2018
      Investment advice diploma, level 4 wealth management

    • Multiverse

      2023 - 2024
      Level 4 apprenticeship standard in data analytics data analysis distinction

      I have successfully completed the Level 4 diploma in data analysis covering areas of relational databases, machine learning, Power BI dashboards, logistical regression models, and time series analysis in various coding programs incorporated in VS code such as Python, VBA, and C++ languages.Overview:The skills to clean, analyse and model data. The ability to visualise and tell data stories to non-specialists. The confidence to lead conversations around machine learning.This… Show more I have successfully completed the Level 4 diploma in data analysis covering areas of relational databases, machine learning, Power BI dashboards, logistical regression models, and time series analysis in various coding programs incorporated in VS code such as Python, VBA, and C++ languages.Overview:The skills to clean, analyse and model data. The ability to visualise and tell data stories to non-specialists. The confidence to lead conversations around machine learning.This programme lays the foundation for apprentices to become high-performing analysts and data science professionals. With content designed by Multiverse data experts, it draws on social and applied learning, plus the close support of experienced coaches committed to helping others succeed.Along the way, apprentices will build up a personal portfolio and dive into two hackathons, before bringing everything together during an eight-week, real-world project. Show less

  • Experience

    • Nottingham greyhound stadium

      Sept 2010 - Sept 2012

      Additional roles included: Steward; Racing Judge and Timekeeper. I had sole responsibility for operating the finish line technology and recording race results to publish to the media at the end of the race card.

      • Racing Office Assistant

        Oct 2010 - Sept 2012

      • Glass Collector

        Sept 2010 - Oct 2010

    • Bilborough college student executive

      Sept 2011 - Sept 2012
      Treasurer

      At college I successfully campaigned to become the student union executive treasurer for my senior year. In this role I was tasked with overseeing the union finances and collaborating with other members on projects including student social events. I completed the full year accounts for record of the 2011 - 2012 income statement, balance sheet and cash flow statement.

    • Brewin dolphin

      May 2012 - May 2012
      Work experience

      Shadowing an Investment Portfolio Manager - Investment Management and Financial Planning departments

    • Norwich city football club

      Sept 2012 - Apr 2014
      Betting clerk

      Customer service and tote return calculations.

    • University of east anglia

      Sept 2012 - Jul 2015
      Financial economics student

      Business finance and Economics Graduate

    • Charles stanley & co. limited

      Aug 2014 - Aug 2014
      Work experience

      Shadowing a Senior Investment Manager

    • Enterprise rent-a-car

      Sept 2015 - Aug 2016
      Graduate management trainee

      Positions held: Business Corporate Account Manager, Branch Sales Leader, Accounts Recieveable Leader

    • Rbc brewin dolphin

      Aug 2016 - now

      • Senior Portfolio Manager

        Jan 2023 - now

      • Associate Portfolio Manager

        Jan 2021 - Jan 2023

      • Portfolio Management Assistant

        Aug 2016 - Jan 2021

  • Licenses & Certifications

    • Sports leader

      Qualifications and curriculum authority
      Aug 2009

    • Chartered mcsi

      The chartered institute for securities & investment (the cisi)
      Sept 2021

    • Certified person (smcr)

      Financial conduct authority
      Nov 2023

  • Volunteer Experience

    • Non-commissioned officer: Sergeant

      Issued by Royal Air Force Air Cadets
      Royal Air Force Air CadetsAssociated with James Greenhalgh, Chartered MCSI