Sam Mackenzie Email & Phone Number
@abrdn.com
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Who is Sam Mackenzie? Overview
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Sam Mackenzie is listed as Head of Distribution Governance and Oversight at abrdn, a with 5612 employees, based in Edinburgh, Scotland, United Kingdom. AeroLeads shows a work email signal at abrdn.com and a matched LinkedIn profile for Sam Mackenzie.
Sam Mackenzie previously worked as Head of Distribution Governance & Oversight at Abrdn and Investment Vector Governance Transformation senior manager at Abrdn. Sam Mackenzie holds Bachelor Of Laws (Ll.B.), English Law, 2:1 from The University Of Dundee.
Email format at abrdn
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AeroLeads found 1 current-domain work email signal for Sam Mackenzie. Compare company email patterns before reaching out.
About Sam Mackenzie
Sam Mackenzie is a Head of Distribution Governance and Oversight at abrdn. He possess expertise in equities, private banking, bloomberg, portfolio management, valuation and 1 more skills.
Listed skills include Equities, Private Banking, Bloomberg, Portfolio Management, and 2 others.
Sam Mackenzie's current company
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Sam Mackenzie work experience
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Head Of Distribution Governance & Oversight
Investment Vector Governance Transformation Senior Manager
Operational Control & Reporting Manager
Operations Manager - Valuations & Cgt
Corporate Actions - Manager
Managing an operations team (6 persons) responsible for the processing & payment of EMEA Corporate Action events - Teams tasks included;- Reconciliation of client/ depot positions and payment from agent - Distributions to entitled Stock Loan & Broker accounts- Risk reporting and clearance- Close interaction with Deadlines, Research, Claims and client money teamsExperience managing offsite Vendor (17 persons) responsible for EMEA, Asia & US Dividend and Coupon ClaimsLEAN Management process improvements and process transitionStaff development and appraisals
Private Bank Executive
*Assisting two Private Bankers managing over one hundred High Net Worth client relationships- Act as principal contact for clients day-to-day operational matters which include:o Executing client’s Security & FX deal instructionso Arrange Credit facilities, including Mortgages & loanso Process day-to-day Banking transactions and querieso On-boarding and KYC fulfilmento Front to back query resolution, liaising with various Ops Teamso Production of client manual asset summaries- Assist Private Banker with marketing and sale of investment products & serviceso Use market & in-house data to Create Pitch books & presentationso Introduced a series of tools to increase sales activity & revenue generationo Present to clients at meetings/ conference calls- Liaise with various teams and Stakeholders across the business- Lead project initiatives; including pilot RDR program- Adhere to TCF and Financial & Anti-Money Laundering Regulations
Portfolio Transfers Manager
Barclays Private Bank Portfolio Transfers Manager- Managing 6 Direct Reports processing In-specie portfolio & ISA Transfers - Arrange trade and settlement of UK & Foreign; Equities, Bonds, ETF’s, Mutual & Hedge Funds - Process Certificated, Statement and Electronically held securities- Implemented a series of procedural improvements, increasing business efficiency that resulted in a 20% reduction of client complaints- Produced and reported MI data to department head- Identified and implemented controls to remediate potential risk events- Develop staff through feedback & coaching; performing appraisals, training staff & mentoring
Sam Mackenzie education
Bachelor Of Laws (Ll.B.), English Law, 2:1
Education record
Frequently asked questions about Sam Mackenzie
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What company does Sam Mackenzie work for?
Sam Mackenzie works for abrdn.
What is Sam Mackenzie's role at abrdn?
Sam Mackenzie is listed as Head of Distribution Governance and Oversight at abrdn.
What is Sam Mackenzie's email address?
AeroLeads has found 1 work email signal at @abrdn.com for Sam Mackenzie at abrdn.
Where is Sam Mackenzie based?
Sam Mackenzie is based in Edinburgh, Scotland, United Kingdom while working with abrdn.
What companies has Sam Mackenzie worked for?
Sam Mackenzie has worked for Abrdn, Smith & Williamson, Morgan Stanley, Barclays, and Barclays Wealth.
How can I contact Sam Mackenzie?
You can use AeroLeads to view verified contact signals for Sam Mackenzie at abrdn, including work email, phone, and LinkedIn data when available.
What schools did Sam Mackenzie attend?
Sam Mackenzie holds Bachelor Of Laws (Ll.B.), English Law, 2:1 from The University Of Dundee.
What skills is Sam Mackenzie known for?
Sam Mackenzie is listed with skills including Equities, Private Banking, Bloomberg, Portfolio Management, Valuation, and Investments.
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