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Thomas Potter, Cfa Email & Phone Number

Investment Consultant Assistant Manager at Isio at Isio
Location: United Kingdom, United Kingdom, United Kingdom 6 work roles 1 school
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Current company
Isio
Role
Investment Consultant Assistant Manager at Isio
Location
United Kingdom, United Kingdom, United Kingdom
Company size
438 employees

Who is Thomas Potter, Cfa? Overview

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Quick answer

Thomas Potter, Cfa is listed as Investment Consultant Assistant Manager at Isio at Isio, a company with 438 employees, based in United Kingdom, United Kingdom, United Kingdom. AeroLeads shows a matched LinkedIn profile for Thomas Potter, Cfa.

Thomas Potter, Cfa previously worked as Investment Consultant - Assistant Manager at Isio and Senior Investment Associate at Xps Pensions Group. Thomas Potter, Cfa holds Bachelor Of Science - Bsc, Economics, First-Class Honours from University Of Southampton.

Company email context

Email format at Isio

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Isio

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Profile bio

About Thomas Potter, Cfa

Investment Consultant Assistant Manager at Isio; Economics (BSc) graduate, 1st class with Deans List award from the University of Southampton;Passed CFA level 1, 2 and 3 at the first attempt

Current workplace

Thomas Potter, Cfa's current company

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Isio
Isio
Investment Consultant Assistant Manager at Isio
london, greater london, united kingdom
Website
isio.com
Employees
438
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Company profile
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6 roles

Thomas Potter, Cfa work experience

A career timeline built from the work history available for this profile.

Investment Consultant - Assistant Manager

Current
Isio

Reading, England, United Kingdom

Investment Consultant - Assistant Manager

Sep 2022 - Present

Investment Associate

Xps Pensions Group

Reading, United Kingdom

Investment Associate at XPS Pensions GroupDrafting documentation including Statement of Investment Principles (SIP) & Statement of Recommended Practise (SORP)Quarterly performance monitoring of client portfolios and analysis of underlying fundsProviding asset valuations and performance data for clientsRemaining aware of changes to financial markets and.

Sep 2019 - Apr 2022

Summer Intern

Hm Treasury

London, United Kingdom

3 months working in the public spending team within HMT, contributing to a variety of roles such as modelling for the up coming spending review, new policy ideas, and acting as lead contact with the DBS for drafting advice for the Chief Secretary to the Treasury.

Jul 2018 - Sep 2018

Restaurant/Bar Waiter

Greene King

Reading, United Kingdom

3 months working with guests in a fast-paced environment, effectively under pressure, catering to the demands of many individuals, within a team based culture.

Jul 2017 - Sep 2017

Sales Assistant

Just Tiles Ltd

Reading, United Kingdom

Over a year of part time work, experience with helping and engaging with customers, obtained knowledge of how to work card machines, tills, computer systems and tile/tiling related matters.

Jun 2015 - Aug 2016
Team & coworkers

Colleagues at Isio

Other employees you can reach at isio.com. View company contacts for 438 employees →

NM Niamh Mcgurn Niamh Mcgurn Colleague at IsioEnniskillen, Northern Ireland, United Kingdom, United Kingdom View → LW Leah Worrall Leah Worrall Colleague at IsioLondon, England, United Kingdom, United Kingdom View → NB Nathan Bench Nathan Bench Colleague at IsioNew Malden, England, United Kingdom, United Kingdom View → HF Hasna F. Hasna F. Colleague at IsioStockport, England, United Kingdom, United Kingdom View → ME Mihaela Elena Ancuta Mihaela Elena Ancuta Colleague at IsioLondon, England, United Kingdom, United Kingdom View → HD Hannah Dallas Hannah Dallas Colleague at IsioBelfast, Northern Ireland, United Kingdom, United Kingdom View → NL Nathaniel Lock Nathaniel Lock Colleague at IsioGreater Edinburgh Area, United Kingdom View → MM Mike Mitchell Mike Mitchell Colleague at IsioBirmingham, England, United Kingdom, United Kingdom View → JR Johanna R. Johanna R. Colleague at IsioUnited Kingdom, United Kingdom View → PM Paul Mullan Paul Mullan Colleague at IsioUnited Kingdom, United Kingdom View →
1 education record

Thomas Potter, Cfa education

FAQ

Frequently asked questions about Thomas Potter, Cfa

Quick answers generated from the profile data available on this page.

What company does Thomas Potter, Cfa work for?

Thomas Potter, Cfa works for Isio.

What is Thomas Potter, Cfa's role at Isio?

Thomas Potter, Cfa is listed as Investment Consultant Assistant Manager at Isio at Isio.

Where is Thomas Potter, Cfa based?

Thomas Potter, Cfa is based in United Kingdom, United Kingdom, United Kingdom while working with Isio.

What companies has Thomas Potter, Cfa worked for?

Thomas Potter, Cfa has worked for Isio, Xps Pensions Group, Hm Treasury, Greene King, and Just Tiles Ltd.

Who are Thomas Potter, Cfa's colleagues at Isio?

Thomas Potter, Cfa's colleagues at Isio include Niamh Mcgurn, Leah Worrall, Nathan Bench, Hasna F., and Mihaela Elena Ancuta.

How can I contact Thomas Potter, Cfa?

You can use AeroLeads to view verified contact signals for Thomas Potter, Cfa at Isio, including work email, phone, and LinkedIn data when available.

What schools did Thomas Potter, Cfa attend?

Thomas Potter, Cfa holds Bachelor Of Science - Bsc, Economics, First-Class Honours from University Of Southampton.

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