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AI Talent Search
Recruiting CRM
1-click Enrichment
Messaging & Sequences
Pricing
Resources
Get a demo
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Try it for free
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Glen
Glen
Marshall
Wealth management consultant
Leicester, United Kingdom
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Skills / Specialisms
Team Management
Internal Controls
Tax Planning
Internal Audit
Coaching
VCT
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Profile Summary
Full name
Glen Marshall
Job Title
Wealth Management Consultant
Location
Leicester, Leicestershire, LE1 5YA, United Kingdom
Skills
VCT
Change Management
Process Improvement
Tax Planning
Alternative Investments
Retail Banking
Financial Services
Business Process Improvement
Business Analysis
Internal Control Implementation
Strategic Planning
Working with Investors
Private Equity
Financial Planning
Account Management
Client Relations
Team Management
Relationship Management
Client Focus
Business Process Design
Risk Analysis
Account Reconciliation
Business Development
Regulatory Compliance
Operational Risk
Financial Risk
Self Invested Personal Pension
Inheritance Tax Planning
Internal Audit
Client Rapport
Quality Assurance
Financial Analysis
Analysis
Internal Controls
Coaching
Process Control
Pension Administration
Change Control
Microsoft Office
Banking
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