Kevin Sen

Kevin Sen Email and Phone Number

Senior Partner at Clearwater Wealth Management, Partner Practice of St. James's Place @ Clearwater Wealth Management
London, GB
Kevin Sen's Location
London, England, United Kingdom, United Kingdom
Kevin Sen's Contact Details

Kevin Sen work email

Kevin Sen personal email

n/a
About Kevin Sen

As a Partner of Clearwater Wealth Management, I provide financial planning services to professionals, business owners and entrepreneurs across a wide range of industries.My focus is to help clients reach financial independence with bespoke investment planning and savings advice, in combination with tax, retirement planning and protection planning.Book a review: https://calendly.com/kevin-sen The value of your investments can go down as well as up, You could get back less than invested.Clearwater Wealth Management is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority). The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives. The term 'Partner' is a marketing term used to describe Clearwater Wealth Management representatives.SJP Approved 07/03/2024

Kevin Sen's Current Company Details
Clearwater Wealth Management

Clearwater Wealth Management

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Senior Partner at Clearwater Wealth Management, Partner Practice of St. James's Place
London, GB
Employees:
123
Kevin Sen Work Experience Details
  • Clearwater Wealth Management
    Senior Partner At Clearwater Wealth Management, Partner Practice Of St. James'S Place
    Clearwater Wealth Management
    London, Gb
  • St. James’S Place Wealth Management
    Partner
    St. James’S Place Wealth Management May 2019 - Present
    London, England, United Kingdom
  • Fisher Investments
    Partner
    Fisher Investments Jun 2015 - May 2019
    London, United Kingdom

Kevin Sen Skills

Wealth Management Sales Securities Microsoft Excel Equities Fixed Income Money Market Leadership Microsoft Powerpoint Research Analytical Skills Data Analysis Data Modeling R Statistical Data Analysis Financial Modeling Trading Foreign Exchange Trading Financial Analysis Microsoft Office Investments Finance Derivatives Microsoft Word Financial Services Bonds Teamwork Time Management Problem Solving

Kevin Sen Education Details

Frequently Asked Questions about Kevin Sen

What company does Kevin Sen work for?

Kevin Sen works for Clearwater Wealth Management

What is Kevin Sen's role at the current company?

Kevin Sen's current role is Senior Partner at Clearwater Wealth Management, Partner Practice of St. James's Place.

What is Kevin Sen's email address?

Kevin Sen's email address is ke****@****nts.com

What schools did Kevin Sen attend?

Kevin Sen attended The Chartered Institute For Securities & Investment (The Cisi), Cfa Institute, University Of Hertfordshire.

What are some of Kevin Sen's interests?

Kevin Sen has interest in Podcasts, Investing, Civil Rights And Social Action, Social Media, Economic Empowerment, Education, Mentoring, New Technologies, Science And Technology, Sports.

What skills is Kevin Sen known for?

Kevin Sen has skills like Wealth Management, Sales, Securities, Microsoft Excel, Equities, Fixed Income, Money Market, Leadership, Microsoft Powerpoint, Research, Analytical Skills, Data Analysis.

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