Donya Sanders Email & Phone Number

London Area, United Kingdom

RFPs / RFIsOnboarding tasksConsultant surveys and quarterliesFund range a fee documentsLetters of understanding NDAsAnswering Client queries Use of CRM systems / Salesforce Pitch decksArranging site visits

London, United Kingdom

Preparing presentation packs prior to client meetings and pitchesPresenting in client meetingsPost meeting client follow up and documenting meeting minutesLiaising with clients and prospects, providing them with factual information on investments and CCLA's funds.Client database auditing and reconciliationPresenting client updates at team meetingsContinuous correspondence with clients through email, telephone, zoom and face to face meetings

London, United Kingdom

Perth, Australia

• Representing big brands and marketing their services/products directly to the public• Managing the set up of booths/banners in allocated areas such as shopping malls and airports etc, and being responsible for the representation of the company we were working for• Chatting to people, building relationships and providing information about products and services

Sydney, Australia

• Remediation Project and EOFY Project• Implementing KYC and AML routines and checks• Liaising with all Business Units and branches throughout the bank• Conducting one to one assessments with individuals demonstrating the process of completing a BP check• Compiling client information and recording proof of checks• Creating documents to help individuals complete new Business Partner checks in the future• Reconciliation on client data, crucial no mistakes were made (would effect interest made back at EOFY)

Project 1 - F&C InvestmentsGlobal Asset Management – Regulatory Compliance Analyst (KYC/AML)• Implementing KYC and AML routines • Due diligence checks on high risk clients (PEPs and RCAs)• Researching information on clients and documenting appropriate records as proof• Client information and data research, analysis and record compilation.• Liaised with Key Stakeholders in order to fulfil internal procedures and meet FCA regulatory requirements. Project 2 - RBS

London

Freeland 1-2-1 tutoring for GCSE Economics and Mathematics

•Researched suitable eBooks, online journals and database resources for higher education provision in Business and Hospitality courses•Categorised resources and downloaded into appropriate folders•Complied a spreadsheet of all resources

•Responsible for providing customer support, meet and greet of guests and providing course information, registering potential students on the College database and checking application documents•Carrying out various clerical tasks for the management team and teaching staff whilst also liaising and coordinating activities between them•Dealing with telephone and email enquiries and ensuring all relevant information was conveyed to the customers.

Ba Economic And Social Studies, Economics, 2.1

A Levels, Abb

Activities and Societies: Lacrosse team Netball team Rounders team School Choir Debating Society

Education record

Intensive training in capital markets, insurance, financial products, trading and analytics, credit and equity derivatives, legal.

Investment Advice Diploma

IAD in progress

Bachelor'S Degree, Economics And Social Science, 2.1