Samuel Robertson

Samuel Robertson Email and Phone Number

windsor, connecticut, united states
Samuel Robertson's Location
Glasgow, Scotland, United Kingdom, United Kingdom
Samuel Robertson's Contact Details

Samuel Robertson work email

Samuel Robertson personal email

n/a
About Samuel Robertson

Samuel is a result driven member of Nexus Financial Services (Qatar), the largest QFC Regulated Advisory Firm, taking on the analysation of individuals financial situations, understanding their forward goals and objectives, and then providing holistic financial and investment advice necessary to achieve those goals. Specialising in international financial planning for expatriates currently living in Qatar, with an emphasis on medium to long term strategies and structures, along with the vital critical illness planning due to the fact that often there are no long-term obligations for a firm to pay sick leave. After attaining an honours degree in History, Samuel looked to expand his own UK based financial knowledge by moving abroad to iFS Qatar for an introduction into the worldwide financial markets and how they operate from being on the ground to gain first-hand experience. Upon exceeding in this role, Nexus Financial Services approached and promoted Samuel to Client Relationship Manager with further progression to now leading a team.Samuel has, in accordance with the Qatar Regulatory Authority, completed the RDR compliant qualification - CISI Investment Advice Diploma (IAD) to develop his career further.

Samuel Robertson's Current Company Details
SS&C Technologies

Ss&C Technologies

View
SRM
windsor, connecticut, united states
Website:
ssctech.com
Employees:
13029
Samuel Robertson Work Experience Details
  • Ss&C Technologies
    Senior Relationship Manager
    Ss&C Technologies Nov 2023 - Present
    Stirling, Scotland, United Kingdom
  • Nexus Financial Services Llc
    Senior Executive Consultant
    Nexus Financial Services Llc Jan 2019 - Jul 2023
    Qatar
  • Nexus Financial Services Llc
    Lead Client Relationship Manager
    Nexus Financial Services Llc May 2016 - Jan 2019
    Qatar
  • Ifs - International Financial Services
    Business Development Consultant
    Ifs - International Financial Services Nov 2015 - May 2016
    Qatar
  • Prologic Acquisitions
    Account Manager
    Prologic Acquisitions Sep 2014 - Sep 2015
    Manchester, United Kingdom

Samuel Robertson Skills

Microsoft Office Teamwork Management Time Management Full Uk Driving Licence Customer Service

Samuel Robertson Education Details

Frequently Asked Questions about Samuel Robertson

What company does Samuel Robertson work for?

Samuel Robertson works for Ss&c Technologies

What is Samuel Robertson's role at the current company?

Samuel Robertson's current role is SRM.

What is Samuel Robertson's email address?

Samuel Robertson's email address is sa****@****rfs.com

What schools did Samuel Robertson attend?

Samuel Robertson attended Chartered Institute For Securities & Investment, The Manchester Metropolitan University, Conyers School.

What skills is Samuel Robertson known for?

Samuel Robertson has skills like Microsoft Office, Teamwork, Management, Time Management, Full Uk Driving Licence, Customer Service.

Who are Samuel Robertson's colleagues?

Samuel Robertson's colleagues are Tam Thanh, Abderrahim Dak, Jason Lin, Melissa Hernandez-Saal, Kim Francey, Nidhi Varkar, Ricardo Sanchez.

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