Sam Shaw Email & Phone Number
Who is Sam Shaw? Overview
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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.
Email format at Transact
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About Sam Shaw
Sam Shaw is a Business Development Manager (East Anglia) at Transact.
Sam Shaw's current company
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Sam Shaw work experience
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Adviser Support Manager (London)
Adviser & Third Party Support Manager
Third Party Support Manager
- Primary contact for Discretionary Fund Managers
- On-boarding and training third party providers
Client & Online Service Manager
- 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
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.
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.
Senior Adviser Support
Adviser Support
Administrator
Colleagues at Transact
Other employees you can reach at transact-online.co.uk. View company contacts for 334 employees →
James Lighten
Colleague at TransactBrentwood, England, United Kingdom, United Kingdom
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DD
Darren Douglas Fpfs, Efp, Certcii(Lp,Mp,Er)
Colleague at TransactYork, England, United Kingdom, United Kingdom
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JW
Jessica Warren
Colleague at TransactLondon, England, United Kingdom, United Kingdom
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GK
Georgina Kerans-Willoughby
Colleague at TransactLondon, England, United Kingdom, United Kingdom
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GC
Georgia Cohen
Colleague at TransactUnited Kingdom, United Kingdom
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AB
Alex Buczek
Colleague at TransactBristol, England, United Kingdom, United Kingdom
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AH
Adam Hedley
Colleague at TransactLondon Area, United Kingdom, United Kingdom
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ST
Stefan Thomas
Colleague at TransactUnited Kingdom, United Kingdom
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SA
Sian Ayling
Colleague at TransactChelmsford, England, United Kingdom, United Kingdom
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HF
Hollie Flower
Colleague at TransactLondon Area, United Kingdom, United Kingdom
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Sam Shaw education
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Rainsford High School - Chelmsford
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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