Deep Enrich
Oliver Morrish
Competitor
931 followers
Norwich, England, United Kingdom
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About me
Technical Planner at Alan Boswell
Education
Thorpe St. Andrew Sixth Form
2012 - 2014Business Studies, Mathematics, Photography, PsychologyActivities and Societies: Managing Director of Winning Young Enterprise Team, ICAEW BASE National Business and Accounting Competition Finalist
Thorpe St. Andrew High School
2007 - 2012GCSE Level
Anglia Ruskin University
2014 - 2017Bachelor of Science (BSc) Hons Accounting and Finance 2:1Activities and Societies: Bloomberg Trading Competition 2016
Experience
ICAEW
Feb 2014 - Jun 2014CompetitorAnalysed a number of generated investment opportunities in the ICAEW BASE National Business & Accounting competition.
Bloomberg
Feb 2016 - Mar 2016CompetitorTraded equities on the Bloomberg Terminal platform, using real-time market prices.
Aviva
May 2016 - Jul 2016Demand & Planning ConsultantAviva
May 2017 - Sept 2017Performance Consultant
SG Wealth Management Ltd
Sept 2017 - Aug 2022Technical Analyst
Mar 2020 - Aug 2022Graduate Trainee Wealth Manager
Sept 2017 - Feb 2020
Alan Boswell Group
Aug 2022 - nowTechnical Planner
Licenses & Certifications
GR1 - Group Risk
Chartered Insurance InstituteJun 2022Certificate in Discretionary Investment Management
Chartered Insurance InstituteMar 2024R05 - Financial Protection
Chartered Insurance InstituteDec 2019R06 - Financial Planning Practice
Chartered Insurance InstituteFeb 2021R02 - Investment Principles and Risk
Chartered Insurance InstituteMay 2018J10 - Discretionary Investment Management
Chartered Insurance InstituteMar 2024R04 - Pensions and Retirement Planning
Chartered Insurance InstituteOct 2020Diploma in Regulated Financial Planning
Chartered Insurance InstituteFeb 2021R01 - Financial Services, Regulation and Ethics
Chartered Insurance InstituteFeb 2018R03 - Personal Taxation
Chartered Insurance InstituteSept 2019
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