Lee Mcguinness

Lee Mcguinness Email and Phone Number

Associate Planner at Satis Wealth Management @ Satis Wealth Management
london, england, united kingdom
Lee Mcguinness's Location
London, England, United Kingdom, United Kingdom
Lee Mcguinness's Contact Details

Lee Mcguinness work email

Lee Mcguinness personal email

n/a

Lee Mcguinness phone numbers

About Lee Mcguinness

Associate Planner for Satis Asset Management holding a MSc in Financial Management and a BSc in Accounting and Finance from Liverpool John Moore's University.I am a CISI affiliate member and have recently obtained the Level 4 Investment Advice Diploma to further develop knowledge of financial planning and to take the next step in a career in finance. Also, a member of the CII and have completed the Diploma in Financial Planning with recent passes in R01, J10 and LP2. following the completion of diplomas with the CII and CISI, I have registered for CFA Level ITo further develop specific software related skills, I have obtained certificates in Microsoft Excel and Financial Express Analytics, which display ability in the use of programs needed in my day-to-day responsibilities

Lee Mcguinness's Current Company Details
Satis Wealth Management

Satis Wealth Management

View
Associate Planner at Satis Wealth Management
london, england, united kingdom
Website:
satisuk.com
Employees:
5
Lee Mcguinness Work Experience Details
  • Satis Wealth Management
    Associate Planner
    Satis Wealth Management Sep 2021 - Present
    London, United Kingdom
    View
  • Satis Wealth Management
    Client Service Administrator
    Satis Wealth Management Sep 2018 - Aug 2021
    London, England, United Kingdom
    View
  • Old Ropewalks Ltd
    Bartender/ Barback
    Old Ropewalks Ltd Jun 2016 - Aug 2018
    Liverpool, United Kingdom
  • Bierkeller Liverpool
    Bartender/ Barback
    Bierkeller Liverpool Sep 2015 - Jul 2016
    Liverpool, United Kingdom
    View

Lee Mcguinness Skills

Microsoft Office Microsoft Excel Customer Service Problem Solving Time Management Analytical Skills Financial Accounting Corporate Finance Quantitative Finance Critical Thinking Data Analysis Research Leadership Teamwork Challenge Driven Financial Analysis Financial Research Communication Office Administration Finance Client Services Investment Research Presentation Skills Client Relations

Lee Mcguinness Education Details

Frequently Asked Questions about Lee Mcguinness

What company does Lee Mcguinness work for?

Lee Mcguinness works for Satis Wealth Management

What is Lee Mcguinness's role at the current company?

Lee Mcguinness's current role is Associate Planner at Satis Wealth Management.

What is Lee Mcguinness's email address?

Lee Mcguinness's email address is le****@****suk.com

What is Lee Mcguinness's direct phone number?

Lee Mcguinness's direct phone number is +4478415*****

What schools did Lee Mcguinness attend?

Lee Mcguinness attended Liverpool John Moores University, Liverpool John Moores University, St Columb's College.

What skills is Lee Mcguinness known for?

Lee Mcguinness has skills like Microsoft Office, Microsoft Excel, Customer Service, Problem Solving, Time Management, Analytical Skills, Financial Accounting, Corporate Finance, Quantitative Finance, Critical Thinking, Data Analysis, Research.

Who are Lee Mcguinness's colleagues?

Lee Mcguinness's colleagues are Amber Smith, Lindsay John Fpfs, Satis A., Hitesh Jogia Bsc (Hons) Apfs, Linda N..

Not the Lee Mcguinness you were looking for?

View similar profiles

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.