Daniel Reed Email & Phone Number

London, United Kingdom

London, United Kingdom

• Day to day management of SEI's biggest client
• Ensure the smooth delivery through the platform of any trades placed and resolve any issues relevant to it.
• Support the development of strategic relationships with clients and the management of individual projects to assist with further enhancement to the Platform
• Ensure timely and accurate delivery of client deliverables e.g. quarterly reports, daily incidents, performance, audit requests.
• Ownership of client escalations and seeing them through to resolution.
• Attend client service meetings and following up resultant actions.

Kingswood

• Recruited to assist with the build and introduction of the new Investment Platform for Client Services. The new platform will offer online Share Dealing and open up new asset classes to the Fidelity client base.
• Worked on Brokerage strategy and implementation from a Client Services perspective.
• Scoped and assisted with build in various processes for the introduction of Share Dealing. i.e. Web Journeys, Build of new Interactive Desktop for Client Services teams, Specific Large Deal processes, Dealing.
• Educated differing departments in the understanding of how Share Dealing works, the differing order types and how these are processed at a market level. Ensured there was an understanding in how this worked across the.
• Worked in an Agile methodology for project work within the Investment Platform delivery.
• Assisted in the writing of User Stories for the build of new systems to be used by the Client Services teams.

London, United Kingdom

Advising Professional and Retail clients (UHNWI) trading the FTSE 100. Managed client investment portfolios using CFD's/Equities and advising them which companies to invest in or consider. Also advised on specific investment strategies and hedging of accounts, subject to the clients investment objectives. Managed Execution Only, Advisory and Discretionary.

London, United Kingdom

Advising Professional and Retail clients (UHNWI) trading the FTSE 100. Managed client investment portfolios using CFD's/Equities and advising them which companies to invest in or consider. Also advised on specific investment strategies and hedging of accounts,subject to the clients investment objectives. Managed Execution Only and Advisory book of clients.

London, United Kingdom

Advised both Professional and Retail clients (HNWI) trading predominantly the FTSE 100. Managed a small team of 3/5, monitored client investment portfolios and advised which companies to invest in or consider.

London, United Kingdom

Started as a Trainee Stockbroker in early 2004 and worked my way up to Sales Manager to run a small team within the dealing room. Serviced clients who traded the main markets but also provided IPO's and specific structured products. Covered products such as Cash Equities,IPO's (Offer for Subscription,Offer for Sales and Direct Stock Offers), EIS.