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Executive, Investment Management
I have over ten years’ experience working within the financial services sector, initially doing temporary assignments for large retail banks. I left retail banking behind in 2016 and started my career within Investment Management. I joined Castlefield at the beginning of 2018 and I think I have found my niche here.
As a member of the Investment Management team, my role involves providing a range of support services to other members of the investment team and co-owners within Castlefield and ensuring clients’ accounts are set up and maintained accurately.
I am currently studying towards the CISI Investment Operations Certificate. Outside of work, when I’m not bingeing on the latest TV series, I enjoy going to the cinema, eating out and catching up with family and friends.
0161 233 4551
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If you think it’s worth a chat about how we could work together, please get in touch. Email: Funds@castlefield.com Phone: 0161 233 4890Read more