Robert Clark Mcsi
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Robert Clark Mcsi Email & Phone Number

Training and Competence Supervisor at Succession Wealth
Location: Exeter, England, United Kingdom 4 work roles 2 schools
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Current company
Succession Wealth
Role
Training and Competence Supervisor
Location
Exeter, England, United Kingdom
Company size
686 employees

Who is Robert Clark Mcsi? Overview

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Quick answer

Robert Clark Mcsi is listed as Training and Competence Supervisor at Succession Wealth, a with 686 employees, based in Exeter, England, United Kingdom. AeroLeads shows a matched LinkedIn profile for Robert Clark Mcsi.

Robert Clark Mcsi previously worked as Training & Competence Supervisor at Succession Wealth and Investment Specialist at Schroders Personal Wealth. Robert Clark Mcsi holds Various - See Below, Various - See Below from Widey High School For Boys.

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Succession Wealth

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Profile bio

About Robert Clark Mcsi

An experienced Investment Specialist with a demonstrated history of working in the financial services industry. Rob has 35 years’ financial & investment experience with over 20 of these as Investment Manager providing discretionary fund management focusing on the investment needs of affluent clients.Rob is Level 6 qualified having attained the Private Client Investment Advice and Management Certificate (PCIAM) and has also previously passed the Investment Management Certificate (IMC). Rob is a Member of the Chartered Institute for Securities and Investment (CISI).Rob now uses his investment knowledge & experience to support Succession Advisors in the South West on training and competence.

Current workplace

Robert Clark Mcsi's current company

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Succession Wealth
Succession Wealth
Training and Competence Supervisor
Exeter, GB
Website
successionwealth.co.uk
Employees
686
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4 roles

Robert Clark Mcsi work experience

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Training & Competence Supervisor

Current
Succession Wealth

Exeter, England, United Kingdom

Apr 2022 - Present

Investment Manager

Lloyds Private Banking

Exeter

Ongoing investment management of portfolios to ensure these are in line with the risk/reward profile selected by clients. In this role I have been closely involved with the portfolio management & with supporting the front office via presentations, client meetings & performance queries.

Jun 1986 - Jul 2019
Team & coworkers

Colleagues at Succession Wealth

Other employees you can reach at successionwealth.co.uk. View company contacts for 686 employees →

SW Simon Willetts Simon Willetts Colleague at Succession WealthUnited Kingdom View → MS Mandie S. Mandie S. Colleague at Succession WealthUnited Kingdom View → AS Amy Steel Amy Steel Colleague at Succession WealthUnited Kingdom View → AW Alan Workman Alan Workman Colleague at Succession WealthGreater Plymouth Area, United Kingdom View → JM Jonathan Malpass Jonathan Malpass Colleague at Succession WealthShrewsbury, England, United Kingdom View → CO Colette O'Neill Colette O'Neill Colleague at Succession WealthLondon, England, United Kingdom View → GK Ganna K. Ganna K. Colleague at Succession WealthUnited Kingdom View → NM Natalie Miller Natalie Miller Colleague at Succession WealthGlasgow, Scotland, United Kingdom View → SD Sarah Dean Sarah Dean Colleague at Succession WealthBirmingham, England, United Kingdom View → AM Andrea Macduffie (Gibb) Andrea Macduffie (Gibb) Colleague at Succession WealthGreater Glasgow Area, United Kingdom View →
2 education records

Robert Clark Mcsi education

Various - See Below, Various - See Below

Widey High School For Boys

3 A-Levels: Mathematics, History & English Literature. 10 O Levels: Including English Language, English Literature & Mathematics.

FAQ

Frequently asked questions about Robert Clark Mcsi

Quick answers generated from the profile data available on this page.

What company does Robert Clark Mcsi work for?

Robert Clark Mcsi works for Succession Wealth.

What is Robert Clark Mcsi's role at Succession Wealth?

Robert Clark Mcsi is listed as Training and Competence Supervisor at Succession Wealth.

Where is Robert Clark Mcsi based?

Robert Clark Mcsi is based in Exeter, England, United Kingdom while working with Succession Wealth.

What companies has Robert Clark Mcsi worked for?

Robert Clark Mcsi has worked for Succession Wealth, Schroders Personal Wealth, and Lloyds Private Banking.

Who are Robert Clark Mcsi's colleagues at Succession Wealth?

Robert Clark Mcsi's colleagues at Succession Wealth include Simon Willetts, Mandie S., Amy Steel, Alan Workman, and Jonathan Malpass.

How can I contact Robert Clark Mcsi?

You can use AeroLeads to view verified contact signals for Robert Clark Mcsi at Succession Wealth, including work email, phone, and LinkedIn data when available.

What schools did Robert Clark Mcsi attend?

Robert Clark Mcsi holds Various - See Below, Various - See Below from Widey High School For Boys.

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