associate portfolio manager at rbc brewin dolphin@ RBC Brewin Dolphin
Shrewsbury, England, United Kingdom
Carrie Morris
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FlashIntel GPTCarrie Morris is a Portfolio Management Team member at RBC Brewin Dolphin's Shrewsbury office, where she manages portfolios and produces new stock ideas. She also supports client-facing colleagues through meetings, portfolio reviews, and associated analysis. Carrie has a CISI Level 4 Investment Advice Diploma and Level 7 Diploma in Wealth Management, as well as a Level 4 Data Analyst Fellowship and a member of the CISI Portfolio Construction Theory exam panel. She has 11 years of work experience, including roles at The Chartered Institute For Securities & Investment and Sainsbury's.
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I work as part of the Portfolio Management Team in RBC Brewin Dolphin's Shrewsbury office. This includes taking part in the day to day management of portfolios, producing new stock ideas and taking an active role in our investment committee. I also support client facing colleagues via assistance in meetings, portfolio reviews, and associated analysis. I have completed the CISI Level 4 Investment Advice Diploma and the Level 7 Diploma in Wealth Management. I am currently taking part in a Level 4 Data Analyst Fellowship and am also a member of the CISI Portfolio Construction Theory exam panel.
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associate portfolio manager at rbc brewin dolphin
Investment Management Assistant
Portfolio Management Assistant
Financial Services
Carrie Morris's Professional Milestones
- Investment Management Assistant (2018-01-01~2020-11-01): Streamlined financial processes and optimized investment processes, significantly improving overall efficiency and accuracy.
- Customer Service Assistant (2017-11-01~2017-12-01): Assisted in improving customer satisfaction through streamlined processes and increased productivity in key administrative functions.
Education
Data Analytics
2022-2023Certification
Colleagues
James Townsend
Technical Business Analyst | Scrum Master Product Owner
Alison Valente
Product Owner
Arvinth Sridharan
Technical Lead | Solutions Consultant | Business Analyst | Product Owner - Financial Services
Ankit Makoday PMP, PRINCE2, CSM
Executive MBA Candidate | Project Manager | Product Owner | Business Analyst | Scrum Master
Pauline Longmuir
owner paradigm learning ltd
Other Named Carrie Morris
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Carrie Morris works for RBC Brewin Dolphin
Carrie Morris's role in RBC Brewin Dolphin is associate portfolio manager at rbc brewin dolphin
Carrie Morris works in the industry of Financial Services
Carrie Morris's colleagues are James Townsend,Alison Valente,Arvinth Sridharan
Carrie Morris's latest job experience is associate portfolio manager at rbc brewin dolphin at RBC Brewin Dolphin
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