Mark Rea is a Investment Management.
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Investment ManagementSelf Employed Oct 2016 - Sep 2018Holywell VillageI managing my own property portfolio and trade in Foreign Exchange currency.Key Responsibilities Property- Preparation of Tenancy Agreements and Inventories- Inspecting properties on a quarterly basis- Carrying out or organising property repairs- Pursuing tenants or ex-tenants for outstanding sums owed- Preparation of Profit & Loss Accounts and tax returnForeign Exchange Investment- Studying market information- Analysing data- Studying current affairs
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Senior Wealth ManagerThe One Group Nov 2015 - Nov 2016DubaiBased in the thriving Business Bay area of Dubai serving expatriates based in The Gulf Region.Offshore Deposit AccountsForeign Exchange Fund PlatformsRetirement Planning UK Pension Transfers - QROPSEuropean Pension Transfers - EURBSEducation Planning Regular Savings Asset and Wealth Management Life Insurance Online Fund PlatformLump Sum InvestmentsOffshore BondsEnd of Service Gratuity Schemes
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Senior Wealth ManagerOne 360 Inc Jun 2016 - Aug 2016Phnom Penh, CambodiaLocated in the thriving Capital City of Cambodia, Phnom Penh, serving expatriates throughout the Kingdom and South East Asia.I am drawing on my 24 years of experience in the Financial Services industry, to advise expatriates in the following areas of finance:-Offshore Deposit AccountsForeign Exchange Fund PlatformsRetirement Planning UK Pension Transfers - QROPSEuropean Pension Transfers - EURBSSelf Invested Personal Plan(SIPP)Small Self Administered Scheme(SSAS)Education Planning Regular Savings Asset and Wealth Management Life Assurance Group and Personal Medical Insurance Online Fund PlatformLump Sum InvestmentsOffshore BondsEnd of Service Gratuity Schemes
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Associate Wealth ConsultantDevere Group Aug 2015 - Nov 2015DubaiBased in deVere's flagship Dubai office assisting professional expats in Dubai with all aspects of their financial planning. Retirement Planning UK Pension Transfers - QROPSEuropean Pension Transfers - EURBSEducation Planning Regular Savings Asset and Wealth Management Life Insurance Online Fund PlatformLump Sum InvestmentsOffshore Bonds -
General ManagerThe Boardwalk Jul 2009 - Aug 2014Whitley BayDelivering a quality experience to a vibrant coastal town this beach-side licensed cafe, restaurant and function room and live entertainment venue established a solid and loyal clientele. The role involved full accountability to the directors,establishing operating systems, payroll, bookkeeping , staff rotas, stock control, advertising and marketing. -
Sole Proprietor Of Financial Services BrokerageDrw Financial Services Jan 1991 - Jun 2009Forest Hall, Newcastle-Upon-TyneEstablished primarily to service the clients of DRW Accountancy Services, DRW Financial Services expanded its network and serviced over 2000 clients.Key areas of advice included Mortgages,Life assurance,Income Protection and Retirement Planning including Executive Pension Plans, Self Invested Pension Plans, Small Self Administered Schemes and Company Pension Plans.
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Life Assurance InspectorLegal & General Dec 1985 - Dec 1990Newcastle Upon Tyne, United KingdomFollowing a brief period in Sales Support promotion to a Life Inspector followed. The role involved promoting life and pensions product to intermediaries such as Building Societies, Banks, Accountants, Solicitor and Independent Financial Advisers. Brand development and presentation of life and pensions products to professional advisers of the Intermediaries.
Mark Rea Skills
Mark Rea Education Details
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Accountancy Foundation Course -
St Cuthberts R C Grammar SchoolA Level
Frequently Asked Questions about Mark Rea
What is Mark Rea's role at the current company?
Mark Rea's current role is Investment Management.
What schools did Mark Rea attend?
Mark Rea attended University Of Derby, St Cuthberts R C Grammar School.
What skills is Mark Rea known for?
Mark Rea has skills like Management, Microsoft Excel, Microsoft Office, Microsoft Word, Powerpoint, Research, Mortgage Lending, Consulting, Financial Services, Investments, Funding, Financial Advisory.
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Mark Rea
Associate At Wsp In The Uk, Ieng Mice Bsc (Hons),Team Leader - Highways (Truro),Wsp Highways Uk - Net Zero LeadTruro1pdpgreen.co.uk
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