Mark Robertson Email & Phone Number

United Kingdom

London, England, United Kingdom

- Acting manager on large CASS audits leading teams of associates and senior associates- Managed the finances and resourcing of these engagements- Prepared final CASS reports and shared these with the regulator

Belfast, Northern Ireland, United Kingdom

- Led teams on large, long-term CASS audits- Developed and delivered a CASS fundamentals training program while heading up the training team - Supported and coached new members of the team, including as a career coach

Belfast, Northern Ireland, United Kingdom

- Attended and documented walkthroughs with control owners - Performed testing over a wide variety of controls - Maintained and presented MI to internal and external stakeholders

Edinburgh, United Kingdom

Worked as an Investment Operations Officer on the Internal Client Money Reconciliations team at FNZ.In this role I was primarily responsible for preparing and reviewing the daily reconciliation of internal client money (including funding calculation) for several large banking and AWM clients.

Haddington

Provided excellent customer service across a range of departments instore.

Haddington

Led a team instore in daily tasks, planned holidays, absences, oversaw redevelopment projects, colleague personal development and planning for busy trading periods such as Christmas.