Sophie Taylor Mcsi Email and Phone Number
Product Specialist and director at MAIA Asset Management, predominantly dealing with the IFA Market place as well as having an active role within our research team. MAIA Asset Management is a Boutique Investment Management company set in the heart of the Warwickshire countryside, running risk-targeted managed portfolio's on a discretionary basis. The team at MAIA has over 80 years combined Investment management experience and have been working together for over 20 years.
Maia Asset Management
View- Website:
- maia-am.co.uk
- Employees:
- 4
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Business DevelopmentMaia Asset Management Jul 2016 - PresentHenley-In-ArdenMy role in business development at MAIA Asset Management involves creating new relationships and maintaining current relationships with IFA's through regular updates on our model portfolios. I am also involved in the research process of the firm and therefore have an in depth and thorough understanding of all of the funds we buy within our portfolio's, as well as having an active role within our asset allocation committee.
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Product Specialist For Iwi Managed Funds TeamInvestec Wealth & Investment Uk May 2014 - Jul 2015Birmingham, United KingdomI am a member of the managed funds team with a specific focus in presenting the team's investment message to internal and external introducers. -
Investment AssistantInvestec Wealth & Investment Uk Aug 2011 - Apr 2013Birmingham, United KingdomDuring my time as an investment assistant I learnt the ins and outs of the operational side of fund management. I was involved in dealing , resolving client queries, risk management and generally assisting the fund managers in their daily needs.
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Edexcel CoordinatorFm Business School Sep 2010 - Mar 2011Birmingham, United KingdomI was involved in the running of an academic department at a higher education institution.
Sophie Taylor Mcsi Skills
Sophie Taylor Mcsi Education Details
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Politics -
Princethorpe CollegeGeography; Polictics; Physical Education
Frequently Asked Questions about Sophie Taylor Mcsi
What company does Sophie Taylor Mcsi work for?
Sophie Taylor Mcsi works for Maia Asset Management
What is Sophie Taylor Mcsi's role at the current company?
Sophie Taylor Mcsi's current role is Director and Business Development at MAIA Asset Management.
What schools did Sophie Taylor Mcsi attend?
Sophie Taylor Mcsi attended Loughborough University, Princethorpe College.
What skills is Sophie Taylor Mcsi known for?
Sophie Taylor Mcsi has skills like Asset Management, Wealth Management, Finance, Athletics, Managed Funds, Investments, Risk Management, Fund Of Funds, Isas, Oeic, Customer Service, Financial Services.
Who are Sophie Taylor Mcsi's colleagues?
Sophie Taylor Mcsi's colleagues are Kerne Morrison.
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