Sam Shaw
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Sam Shaw Email & Phone Number

Business Development Manager (East Anglia) at Transact
Location: London Area, United Kingdom, United Kingdom 10 work roles 1 school
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Current company
Role
Business Development Manager (East Anglia)
Location
London Area, United Kingdom, United Kingdom
Company size

Who is Sam Shaw? Overview

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Quick answer

Sam Shaw is listed as Business Development Manager (East Anglia) at Transact, a company with 334 employees, based in London Area, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Sam Shaw.

Sam Shaw previously worked as Adviser Support Manager (London) at Transact and Adviser & Third Party Support Manager at Transact. Sam Shaw studied at Rainsford High School - Chelmsford.

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Email format at Transact

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Transact

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Profile bio

About Sam Shaw

Sam Shaw is a Business Development Manager (East Anglia) at Transact.

Current workplace

Sam Shaw's current company

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Transact
Transact
Business Development Manager (East Anglia)
london, greater london, united kingdom
Employees
334
AeroLeads page
10 roles

Sam Shaw work experience

A career timeline built from the work history available for this profile.

Business Development Manager (East Anglia)

London, England, GB

Adviser Support Manager (London)

London, England, United Kingdom

Adviser & Third Party Support Manager

London, England, United Kingdom

Feb 2022 - Mar 2023

Third Party Support Manager

  • Primary contact for Discretionary Fund Managers
  • On-boarding and training third party providers
May 2021 - Feb 2022

Client & Online Service Manager

London, England, United Kingdom

  • Building rapport with advisers to understand their needs
  • Supporting and training both advisers and colleagues on the tools via Transact Online
  • Pro actively promoting online functionality
Aug 2018 - May 2021

Sales Support Secondment

  • Creating and maintaining new adviser firms, advisers, DIMs, networks and back office providers
  • Supporting advisers and Investment managers via Live Chat & Co-Browse online functionality
  • Recognising, qualifying and forwarding sales leads to the field based sales team.
  • Assisting with the coordination of the Transact regional adviser events, conferences and award ceremonies.
Feb 2018 - Aug 2018

Client Service Manager

  • Developing and maintaining relationships with Financial Adviser firms in my region.
  • First point of contact for Financial Advisors/clients via email and telephone.
  • Processing applications and trades for GIA’s, ISAs, Pensions and Bonds.
  • Monitoring and allocating daily workflow to team members, ensuring certain tasks are prioritised.
  • Investigating various daily/weekly reports.
Sep 2015 - Feb 2018

Senior Adviser Support

Aug 2014 - Sep 2015

Adviser Support

Feb 2012 - Aug 2014
Team & coworkers

Colleagues at Transact

Other employees you can reach at transact-online.co.uk. View company contacts for 334 employees →

1 education record

Sam Shaw education

  • Rainsford High School - Chelmsford
    Rainsford High School - Chelmsford
FAQ

Frequently asked questions about Sam Shaw

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

What company does Sam Shaw work for?

Sam Shaw works for Transact.

What is Sam Shaw's role at Transact?

Sam Shaw is listed as Business Development Manager (East Anglia) at Transact.

Where is Sam Shaw based?

Sam Shaw is based in London Area, United Kingdom, United Kingdom while working with Transact.

What companies has Sam Shaw worked for?

Sam Shaw has worked for Transact, Cofunds, and Ifds Financial Services Limited.

Who are Sam Shaw's colleagues at Transact?

Sam Shaw's colleagues at Transact include James Lighten, Darren Douglas Fpfs, Efp, Certcii(Lp,Mp,Er), Jessica Warren, Georgina Kerans-Willoughby, and Georgia Cohen.

How can I contact Sam Shaw?

You can use AeroLeads to view verified contact signals for Sam Shaw at Transact, including work email, phone, and LinkedIn data when available.

What schools did Sam Shaw attend?

Sam Shaw studied at Rainsford High School - Chelmsford.

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