christina jenkinson

cognitive wealth

About

Client Services Manager at Horatio Capital Pty Ltd

Country

australia

City

brisbane

Industry

banking

Skill

finance, relationship management, banking, customer service, sales management, equities, portfolio management, mutual funds, financial analysis, financial planning, asset management, investments, financial services, derivatives

Experience

financial paraplanner

cadence accountants & advisors

2017-6 - 2018-6 · 1 yr 1 mo

senior operations analyst - settlements

ab bernstein

2004-1 - 2007-1 · 3 yrs 1 mo

private client account manager

ubs

2003-7 - 2004-7 · 1 yr 1 mo

client consultant - uk high networth clients

merrill lynch

2000-7 - 2003-7 · 3 yrs 1 mo

operations analyst - equities and repo settlements

schroders

1999-5 - 2000-7 · 1 yr 3 mos

eurobonds settlements - back office settlements, murex, euroclear, middle office

bank one

1998-9 - 1999-5 · 9 mos

cognitive wealth

cognitivewealth

2018-6 - Present · 8 yrs 4 mos

client services manager

horatio capital

2014-3 - 2017-6 · 3 yrs 4 mos

Client services manager for a boutique financial advising firm.