Charlie S. Email & Phone Number

Edinburgh, United Kingdom

After spending over a year in The Scottish Charity Team, I have spent the last two years helping manage investments for a wide range of individuals. As a team of we are responsible for around £1.2bn of client assets. Among a wide range of responsibilities, my role entails assessing portfolio's, making investment decisions, presenting in client meetings, compiling suitability reviews, and helping generate new business as a member of the office Sales Team. I am also part of Brewin Dolphin Edinburgh's Financial Wellbeing team, where I deliver presentations to a range of local businesses.Wealth Management | Investment Management | Financial Planning

Edinburgh, Scotland, United Kingdom

Edinburgh Young Professionals (EYP) hosts topical seminars, professional networking and relaxed socialising for Edinburgh's Young Professionals. The Group provides members with the opportunity to meet fellow, like-minded peers from across a whole range of industries in a friendly, relaxed environment.If you would like further information about EYP please visit our website at www.edinburghyp.co.ukNetworking | Presenting | Young Professionals

St Andrews

A student start-up transport business operating tours and taxi rides around the town of St Andrews. The role involves juggling council licensing, onboarding new potential partners (due to the temporal nature of University students), rickshaw maintenance and front-office client interaction and social media promotion.Through our social media presence we generate private hires for birthdays, graduation events and even weddings. Our ethos of not operating a 'metre-like' charging method and opting for 'pay as you wish' mantra contributes to healthy customer relations and generates a high client retention rate.Business Management | Client Relations | Social Media Marketing

St Andrews

Over 4 years at St Andrews, I took on caddying part-time during the semesters and full time over the summers. The role has undoubtedly improved my people skills, primarily through the daily challenge of having to forge relationships built on trust in a short time frame. After over 350 rounds at Kingsbarns, I became a key member of the workforce, where I became heavily involved in recruiting new students to the caddie program.Leadership | Client Relations | Sales

Malham

Melbourne, Australia

Over 11 weeks on a year away from studies, I worked on 100% commission selling charity sponsorships to the general public for Special Olympics Victoria.International Sales | Marketing | Charity

England, Scotland

Scoreboard Operative at The Open Championship 2011, 2012, 2013 & 2014

Masters In Wealth Management, Pass

Cisi Level 4 Diploma In Investment Advice, Pass

Cisi Level 4 Certificate In Paraplanning, Pass

Master Of Arts (Ma), Business Administration And Management, General, 1St

Activities and Societies: Secretary of the Mens Golf Club. Regularly play golf, cricket, hockey and football. Studied International.

Education record