Sarah Mcdonnell

Sarah Mcdonnell Email and Phone Number

Operations Administrator at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place @ Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
london, london, united kingdom
Sarah Mcdonnell's Location
Greater London, England, United Kingdom, United Kingdom
Sarah Mcdonnell's Contact Details

Sarah Mcdonnell work email

Sarah Mcdonnell personal email

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About Sarah Mcdonnell

Experienced Administrator within the financial services industry, with a decade's experience of managing a successful St. James's Place Senior Partner Practice. Skilled in high net worth client relations, and all areas of operational and administrative support including report writing and business processing.

Sarah Mcdonnell's Current Company Details
Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place

Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place

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Operations Administrator at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place
london, london, united kingdom
Website:
oakwaywm.co.uk
Employees:
11
Sarah Mcdonnell Work Experience Details
  • Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place
    Operations Administrator
    Oakway Wealth Management Ltd, Senior Partner Practice Of St. James'S Place May 2023 - Present
    London, England, United Kingdom
    Having previously managed another Senior Partner Practice at St. James’s Place for over a decade, I joined Oakway Wealth Management on a part time basis in 2023. I provide operational and administrative support to the Advisers, assisting with client enquiries and business processing.
  • St. James'S Place Wealth Management
    Practice Manager - Clarity Financial Planning, Senior Partner Practice Of St. James'S Place
    St. James'S Place Wealth Management Nov 2009 - May 2020
    London, United Kingdom
    During my time at Clarity I supported the Principal Partner in his mission to guide clients through the process of designing, implementing and managing a tax efficient plan for financial security for themselves and their families.
  • Grs Group
    Associate Consultant
    Grs Group Aug 2007 - Oct 2009
    Headhunter specialising in the recruitment of senior level Tax and Transfer Pricing Professionals
  • Man Group Plc
    Salesperson / Relationship Manager
    Man Group Plc Aug 2004 - Jul 2007
    Salesperson on Fixed Income Desk of this FTSE 100 company. Worked alongside traders to increase client base and business volumes with target institutions.

Sarah Mcdonnell Skills

Recruiting Human Resources Strategic Planning Marketing Project Management Project Planning Investments Management Consulting Mergers And Acquisitions Corporate Finance Strategy Private Equity Crm Management

Sarah Mcdonnell Education Details

Frequently Asked Questions about Sarah Mcdonnell

What company does Sarah Mcdonnell work for?

Sarah Mcdonnell works for Oakway Wealth Management Ltd, Senior Partner Practice Of St. James's Place

What is Sarah Mcdonnell's role at the current company?

Sarah Mcdonnell's current role is Operations Administrator at Oakway Wealth Management Ltd, Senior Partner Practice of St. James's Place.

What is Sarah Mcdonnell's email address?

Sarah Mcdonnell's email address is sa****@****p.co.uk

What schools did Sarah Mcdonnell attend?

Sarah Mcdonnell attended University Of Warwick, Université Paris Sorbonne (Paris Iv).

What skills is Sarah Mcdonnell known for?

Sarah Mcdonnell has skills like Recruiting, Human Resources, Strategic Planning, Marketing, Project Management, Project Planning, Investments, Management Consulting, Mergers And Acquisitions, Corporate Finance, Strategy, Private Equity.

Who are Sarah Mcdonnell's colleagues?

Sarah Mcdonnell's colleagues are Ben Whitehouse, John Finnegan, Neil Bhatt, Reece Jones Cfp™, Mark Jackson, Simon Booth, Fyn Simmonds.

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