I joined Mattioli Woods in 2008 while studying at the University of Leicester for a degree in economics and law. After graduating in 2010, I became a client relationship manager and investment specialist. I have been largely involved in operations projects with an investment focus ever since and I moved onto the investment team to become Investment Operations Specialist in 2014.
Principally, I manage the client dealing and funds teams who place deals on behalf of clients and within our fund range, respectively. I work to ensure the investment platforms, systems and procedures are effective and accurate so that client funds are invested efficiently. I also work to ensure clients are kept up to date with information regarding their holdings and provide reporting on asset information to the wider business.
My main hobbies are golfing and singing, but my days off are usually spent with my two little girls playing at the park.