Matthew Fox

Matthew Fox

Business Insight

Followers of Matthew Fox735 followers
location of Matthew FoxBristol, England, United Kingdom

Connect with Matthew Fox to Send Message

Connect

Connect with Matthew Fox to Send Message

Connect
  • Timeline

  • About me

    Account Manager at Insignis Cash Solutions

  • Education

    • The Castle School Sixth Form

      2014 - 2016
      ABB A Levels: Business Studies, Economics, and Geography respectively

      10 GCSEs A*-B

    • Cardiff University / Prifysgol Caerdydd

      2017 - 2020
      BSc Econ Business Economics Economics 2:1

      Activities and Societies: Cardiff University Athletics & Cross-Country Club, Men's 1st Cardiff University Lacrosse, Cardiff University Economics Society, Cardiff University Finance and Trading Society.

  • Experience

    • PwC

      Aug 2015 - Aug 2015
      Business Insight

      • Gained an understanding of services such as Audit, Deals and Consulting.• Developed my professional communication skills and confidence.• Undertook group projects and improved my team working skills.

    • APPLETON FOX WEALTH MANAGEMENT LTD

      Jul 2018 - Jul 2019
      Intern

      • Undertook activities such as organising client meetings, preparing portfolio statements, liaising with providers seeking information and responding to their enquiries.• Improved communication skills; dealt with client queries / client meeting attendance.• Contributed to the processing of new investments.• Co-ordinated completion of Estate Planning instruction forms.• Prepared Lasting Power of Attorney applications, submission to Office of Public Guardian and co-ordinated registration applications Show less

    • Hargreaves Lansdown

      Aug 2020 - Mar 2023
      • Primary Markets Analyst

        Jun 2022 - Mar 2023
      • Equity Dealer

        Aug 2021 - Jun 2022
      • Investment Helpdesk Consultant

        Aug 2020 - Aug 2021
    • Insignis Cash

      Feb 2023 - now
      Account Manager
  • Licenses & Certifications

    • Level 2 RYA Powerboat

      Royal Yachting Association (RYA)
      Jul 2018
    • Introduction to Securities & Investment

      The Chartered Institute for Securities & Investment (The CISI)
      Jan 2022
  • Volunteer Experience

    • Student Mentor

      Issued by Cardiff University / Prifysgol Caerdydd on Sept 2019
      Cardiff University / Prifysgol CaerdyddAssociated with Matthew Fox
    • Treasurer

      Issued by Bright Futures Societies on Sept 2019
      Bright Futures SocietiesAssociated with Matthew Fox
    • Social Secretary of the Cardiff University Economics Society

      Issued by Cardiff University / Prifysgol Caerdydd on Sept 2018
      Cardiff University / Prifysgol CaerdyddAssociated with Matthew Fox