David Mcgregor Email and Phone Number
David Mcgregor work email
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David Mcgregor personal email
AutoRek is a global provider of Financial Controls, Data Management and Regulatory Reporting software.Our solutions are purpose-built to improve the quality and efficiency of financial data management, from cost reduction and process efficiency projects, to improving adherence to regulatory reporting requirements.Key Benefits:• Mitigating Risk of Regulatory Breaches• Real Time Insight into Status and Exposure• Reduced Dependency on Manual Processing• Single Repository for Control Frameworks and Data Management• Automated Workflow for Governance and Audit• Efficient Electronic Sign Off and Record Retention• Adaptability to Meet new Regulatory Requirements
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Head Of Sales And Revenue OperationsAutorekEdinburgh, Gb
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Sales & Relationship ManagerAutorek Feb 2024 - PresentGlasgow, Scotland, United Kingdom
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Business Development ExecutiveAutorek Feb 2023 - Feb 2024Glasgow, Scotland, United Kingdom
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Client Relationship Manager (Temp)Marken Nov 2022 - Jan 2023Edinburgh, Scotland, United Kingdom -
Client Relationship ConsultantStandard Life Uk Aug 2021 - Nov 2022Edinburgh, Scotland, United Kingdom -
Contractor - Corporate ActionsBrewin Dolphin Aug 2020 - Aug 2021Edinburgh, Scotland, United Kingdom -
Client Solutions ConsultantMultrees Investor Services Feb 2019 - Mar 2020Edinburgh, City Of Edinburgh, United Kingdom -
Credit Risk AssociateJ.P. Morgan Jul 2018 - Feb 2019Edinburgh, City Of Edinburgh, United Kingdom -
Partnership Business Development ManagerAlliance Trust Savings May 2017 - Jul 2018Edinburgh, City Of Edinburgh, United Kingdom
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Corporate Actions AssociateAlliance Trust Savings Feb 2016 - May 2017Edinburgh, United Kingdom• Validating, preparing and processing all corporate action business with respect to EDI feed and other market source information (BoNY, CREST)• Ensuring accurate information is entered to Figaro system in order that all corporate action events are processed according to custodian and company parameters• Undertaking broad analysis of relevant corporate action events to ensure event is processed against relevant client accounts and that front office information reflects this• Uploading client elections to CREST/BoNY in line with event & market deadlines• Reconciling all stock & cash positions per registrar out-turn reports and update client portfolios accordingly• Checking and verifying other team member’s events so as to maintain accuracy and ensure client relationships are preserved via good service• Acting as departmental lead in the current reconciliations project team to ensure all cash & stock breaks are worked on by relevant team members, and cleared by agreed timescales.
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Revenues OfficerThe City Of Edinburgh Council Jul 2012 - Feb 2016Edinburgh, United Kingdom• First point of contact for all telephone, email or written enquiries regards to council tax and related regulations• Managing a daily workload of customer correspondence with respect to daily targets• Maintaining a working knowledge of current council tax legislation• Ensuring all enquiries are dealt with in a timeous manner and determine relevant actions and pre-agree these with customers before processing account changes. -
Private InvestorSelf Employed Sep 2011 - Jun 2014Edinburgh, United Kingdom• Executing UK equity trades with respect to fundamental and technical analysis• Maintaining an analytical insight to the UK financial markets via current events and stock price movement – technical & fundamental analysis• Carrying out risk analysis on perspective trades• Evaluating pricing information and stop loss exposure• Reconciling broker dealing account on a weekly basis.
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Investment Retention ConsultantCapita Sep 2008 - Feb 2010Edinburgh, Scotland• Advising clients on the status of their investment portfolio with respect to current price movement, real time changes in outlook and relative fund performance• Replying to customer correspondence and telephone enquiries in a timeous manner, to agreed targets, ensuring the highest level of customer service at all times• Undertaking broad fund analysis and feedback pricing information to clients as required• Advising on all pensions, OEIC, investment ISA and fixed income business• Identifying and pursuing premium re-starts for pension related business. -
Mortgage & Insurance Broker (Employed)First Mortgage Aug 2007 - Sep 2008Edinburgh, Scotland• Advising and recommending on all mortgage and general protection products on a face to face & telephone basis with clients• Strict adherence to FSA compliance requirements offering best advice at all times• Processing new business, mortgage and insurance applications to completion• Maintaining and developing relationships with solicitors, surveyors and new business clientele.
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Mortgage & Insurance Broker (Self Employed)The Mortgage Matters Partnership Sep 2006 - Aug 2007Central Belt, Scotland• Following leads provided from parent company; lead qualification and visiting clients in their homes at night• Generating own leads by building relationships with customers and BDMs to maximise sales opportunities• Mortgage and insurance advising duties akin to those responsibilities at First Mortgage, set out above.
David Mcgregor Skills
David Mcgregor Education Details
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Finance -
Traders UniversityCertificate In Immersion Equities Trading & Risk Management -
IfsMortgage Advice & Practice
Frequently Asked Questions about David Mcgregor
What company does David Mcgregor work for?
David Mcgregor works for Autorek
What is David Mcgregor's role at the current company?
David Mcgregor's current role is Head of Sales and Revenue Operations.
What is David Mcgregor's email address?
David Mcgregor's email address is da****@****l.co.uk
What schools did David Mcgregor attend?
David Mcgregor attended Heriot-Watt University, Edinburgh College, Traders University, Ifs.
What skills is David Mcgregor known for?
David Mcgregor has skills like Corporate Actions, Finance, Figaro, Corporate Law, Crest, French, Risk Analysis, Oeic, Isa, Bonds, Mortgage Industry, General Insurance.
Who are David Mcgregor's colleagues?
David Mcgregor's colleagues are Steven Law, Aaron Gordon, Gregor Mitchell, Sean Muldoon, Andrew P., Owen Burgess, Michael Brady.
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