Ethan Davies
The Chartered Institute for Securities & Investment (The CISI)
Tell me more about Ethan Davies?
Ethan Davies is a Trainee Investment Advisor at Charles Stanley & Co. Limited with 13.6 years of work experience. He has a strong skill set in teamwork, time management, and Microsoft Office. Based in Bournemouth, United Kingdom, Ethan has worked in various roles at Charles Stanley & Co. Limited, including Paraplanner, Administrative Assistant, and Investment Intern. He also has experience as a Research Assistant at GBIM Limited and as a Research Assistant at GBIM Limited. Ethan's expertise lies in investment management and he has a proven track record of success in his field.
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Emails and Phone Numbers
About
Trainee Investment Advisor at Charles Stanley & Co. Limited
Work Experience
Traine Investment Advisor
Administrative Assistant
Financial Services
Ethan Davies's Professional Milestones
- Administrative Assistant (2017-01-01~2017-03-01): Streamlined office operations by improving efficiency and ensuring seamless coordination and support for the entire organization.
- Sales Assistant (2010-02-01~2015-03-01): Achieved record-breaking sales targets, contributing to business growth and increasing revenue.
Education
Securities,
Investment,
Risk And Taxation,
Uk Regulation & Professional Integrity
2017-2017Skill
Teamwork
Time Management
Microsoft Office
Customer Service
Powerpoint
Microsoft Excel
Leadership
Research
Microsoft Powerpoint
Certification
Colleagues
Laura Russell
Director of Financial Planning Proposition at Charles Stanley
Ben Money-Coutts
Chief Operations Officer | Financial Services Division
Paul Abberley
Chief Executive Officer
Sophia Madden
Personal Assistant to Chief Operations Officer
Michael Bennett
Chief Operating Officer
Other Named Ethan Davies
Frequently asked questions
We found 3 Ethan Davies's email addresses
Ethan Davies's social media include: Linkedin,
Ethan Davies works for Charles Stanley & Co. Limited
Ethan Davies's role in Charles Stanley & Co. Limited is Traine Investment Advisor
Ethan Davies works in the industry of Financial Services
Ethan Davies's colleagues are Laura Russell,Ben Money-Coutts,Paul Abberley
Ethan Davies's latest job experience is Traine Investment Advisor at Charles Stanley & Co. Limited
Ethan Davies's latest education in The Chartered Institute for Securities & Investment (The CISI)