team administrator at brooks macdonald@ Brooks Macdonald
Greater Edinburgh Area
Katie Herdman
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The Open University
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Tell me more about Katie Herdman?
FlashIntel GPTKatie Herdman is an Account Opening Analyst with 12.5 years of experience in the financial services industry. She has a strong background in Data Administration, Financial Accounting, and Customer Service. Katie holds a DipHE in Digital Applications and Financial Services and is currently studying part-time towards a DipHE focused in Business Management. She has worked at Brooks Macdonald as a Team Administrator and at Multrees Investor Services as an Account Opening Analyst. Katie also has experience as a Financial Assistant at Vittoria Group and as a Front Of House worker.
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About
I am an Account Opening Analyst with a history of working in the financial services industry. My skills include Data Administration, Financial Accounting and Customer Service. I have a DipHE in Digital Applications and Financial Services and I am currently studying part-time towards a DipHE focused in Business Management from The Open University.
Work Experience
team administrator at brooks macdonald
Financial Services
Katie Herdman's Professional Milestones
- team administrator at brooks macdonald (2021-09-01~): Streamlined team operations, increasing efficiency and productivity through strategic implementing efficient systems and processes.
- Data Management Analyst (2018-06-01~2019-11-01): Optimized data inventory management system, meeting company specifications and increasing efficiency.
Education
Business,
Management,
Marketing,
And Related Support Services
2020-2023Certification
Colleagues
Caroline Abbondanza
group coo & cto at brooks macdonald
Louis Petherick
group chief risk officer | chief compliance officer | smf
Linda Bell
hr coo at brooks macdonald
Stacey Humphries
Personal Assistant to Chief Operations Officer | Chief Risk Officer
Priti Verma
Chief Risk Officer
Other Named Katie Herdman
Frequently asked questions
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Katie Herdman's social media include: Linkedin,
Katie Herdman works for Brooks Macdonald
Katie Herdman's role in Brooks Macdonald is team administrator at brooks macdonald
Katie Herdman works in the industry of Financial Services
Katie Herdman's colleagues are Caroline Abbondanza,Louis Petherick,Linda Bell
Katie Herdman's latest job experience is team administrator at brooks macdonald at Brooks Macdonald
Katie Herdman's latest education in The Open University
