Kelly T.
Senior Wealth Executive @ MASECO Private Wealth
-
United Kingdom
Financial Services
Macroeconomics, Microeconomics, Global Outlook, Data Interpretation, Forecasting, Report Writing, Hedge Funds, Wealth Management Expertise, Stakeholder & Partner Engagement, Innovation & Change Leadership, Strategic & Commercial Acumen, Digital Architecture, Cross-Border Financial Planning, American Expats, Navigating Multiple Tax Jurisdictions, Regulatory Compliance, Retirement Planning, Estate Planning, Investment Management, Technological Proficiency
Experience
Senior Wealth Executive
MASECO Private Wealth
London, England, United Kingdom
Provides wealth management services for U.S.-connected individuals residing in London and Hong Kong, offering tailored financial solutions with a minimum capital requirement of $1 million.
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Fairstone Group Ltd
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Graduate Financial Planner
AAM ADVISORY LIMITED
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Pension Administrator
Hargreaves Lansdown
City Of Bristol, England, United Kingdom
Education
The University of Manchester
Business and Economics
Kelly T.'s Contact Information
Phone
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