I first started at Mattioli Woods in 2012 as a Client Relationship Manager, initially administering a portfolio of clients. During this time, I worked on several internal and external projects that allowed me to develop a more in-depth understanding of our how we work as a business and the relationships that we have with banks and investment providers. I work closely with Louise Potter to ensure that our client relationship managers in all teams across the UK are empowered to drive forwards change in the business and that as a team we are delivering excellent client service.
Ultimately creating a passionate, positive and professional environment for all that delivers the very best outcomes for our clients and drives forwards change within the business.