Sam Postlethwaite, Cfa Email & Phone Number
@ubs.com
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Who is Sam Postlethwaite, Cfa? Overview
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Sam Postlethwaite, Cfa is listed as Head of Global Consultant Relations at Aviva Investors, a with 1329 employees, based in Greater London, England, United Kingdom. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Sam Postlethwaite, Cfa.
Sam Postlethwaite, Cfa previously worked as Head of Global Consultant Relations, EMEA & APAC at Ubs and Director, Global Consultant Relations, EMEA at Ubs. Sam Postlethwaite, Cfa holds Bachelor Of Business Administration (Bba), Finance, General from Acadia University.
Email format at Aviva Investors
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AeroLeads found 1 current-domain work email signal for Sam Postlethwaite, Cfa. Compare company email patterns before reaching out.
About Sam Postlethwaite, Cfa
Sam is a Director in the Global Consultant Relations Team at UBS Asset Management based in London. He is responsible for establishing and managing relationships with manager researchers, advisory and delegated consultants at global investment consulting firms in EMEA. Prior to joining UBS-AM in 2018, Sam was a Regional Consultant at Russell Investments in Canada where he focused on business development and providing solutions across all asset classes for clients.Sam is certified to perform the FCA Client-Dealing Function under the UK Certification Regime.
Listed skills include Leadership, Microsoft Office, Teamwork, Data Analysis, and 14 others.
Sam Postlethwaite, Cfa's current company
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Sam Postlethwaite, Cfa work experience
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Head Of Global Consultant Relations, Emea & Apac
Current
Director, Global Consultant Relations, Emea
Associate Director, Global Consultant Relations, Emea
Regional Consultant
• Generate business through prospective clients while enhancing current client relationships• Analyze, compare and present market and mutual fund research gathered from Portfolio Managers, Morningstar.com and Advisor Workstation• Create proposals to present to current and prospective clients to close business• Manage multiple calendars and populate with prospect meetings for myself and supervisor• Use Microsoft Office suite on daily basis for data analysis and proposal generation
Sales Support Associate
• Serviced current clients with administrative and analytical work• Assisted in the sales process where needed, from introduction to close• Populated and managed two separate line manager work schedules across three time zones• Coordinated the shipment of proposals and client statements• Conducted mutual fund research and assisted in presentation development for high net-worth clients
Colleagues at Aviva Investors
Other employees you can reach at avivainvestors.com. View company contacts for 1329 employees →
Paul Simmons
Colleague at Aviva InvestorsUnited Kingdom
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Anissa Guenad
Colleague at Aviva InvestorsParis, Île-De-France, France
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Isabelle Chen
Colleague at Aviva InvestorsLondon, England, United Kingdom
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Nina Covell
Colleague at Aviva InvestorsLondon, England, United Kingdom
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TR
Toni-Lee Rogers
Colleague at Aviva InvestorsThundersley, England, United Kingdom
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Stuart Baker
Colleague at Aviva InvestorsYork, England, United Kingdom
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Jonathan Darke
Colleague at Aviva InvestorsGreater London, England, United Kingdom
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Paul Hazeldine
Colleague at Aviva InvestorsEpsom, England, United Kingdom
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Margaret Shuttleworth
Colleague at Aviva InvestorsGreater Norwich Area, United Kingdom
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James Stevens
Colleague at Aviva InvestorsUnited Kingdom
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Sam Postlethwaite, Cfa education
Bachelor Of Business Administration (Bba), Finance, General
Passed Cfa Level Iii
Frequently asked questions about Sam Postlethwaite, Cfa
Quick answers generated from the profile data available on this page.
What company does Sam Postlethwaite, Cfa work for?
Sam Postlethwaite, Cfa works for Aviva Investors.
What is Sam Postlethwaite, Cfa's role at Aviva Investors?
Sam Postlethwaite, Cfa is listed as Head of Global Consultant Relations at Aviva Investors.
What is Sam Postlethwaite, Cfa's email address?
AeroLeads has found 1 work email signal at @ubs.com for Sam Postlethwaite, Cfa at Aviva Investors.
Where is Sam Postlethwaite, Cfa based?
Sam Postlethwaite, Cfa is based in Greater London, England, United Kingdom while working with Aviva Investors.
What companies has Sam Postlethwaite, Cfa worked for?
Sam Postlethwaite, Cfa has worked for Aviva Investors, Ubs, and Russell Investments.
Who are Sam Postlethwaite, Cfa's colleagues at Aviva Investors?
Sam Postlethwaite, Cfa's colleagues at Aviva Investors include Paul Simmons, Anissa Guenad, Isabelle Chen, Nina Covell, and Toni-Lee Rogers.
How can I contact Sam Postlethwaite, Cfa?
You can use AeroLeads to view verified contact signals for Sam Postlethwaite, Cfa at Aviva Investors, including work email, phone, and LinkedIn data when available.
What schools did Sam Postlethwaite, Cfa attend?
Sam Postlethwaite, Cfa holds Bachelor Of Business Administration (Bba), Finance, General from Acadia University.
What skills is Sam Postlethwaite, Cfa known for?
Sam Postlethwaite, Cfa is listed with skills including Leadership, Microsoft Office, Teamwork, Data Analysis, Market Research, Microsoft Excel, Data Analytics, and Public Speaking.
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