Program Manager@ The Private Office (TPO)
Leeds, Leeds, United Kingdom
Louise Carter
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Tell me more about Louise Carter?
FlashIntel GPTLouise Carter is a Senior Data, Projects and Systems Associate at The Private Office in Leeds, UK. With over 12 years of experience, she specializes in investments, portfolio management, wealth management, and investment advisory. Louise has a strong background in estate planning, insurance, pensions, and strategic financial planning. She holds a first-class degree in Economics from Lancaster University and has achieved her Diploma in Regulated Financial Planning. Throughout her career, Louise has held various roles at The Private Office (TPO) and Capstone Financial, showcasing her expertise in financial planning and insurance.
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About
Louise Hilder is a Senior Data, Projects and Systems Associate at The Private Office in Leeds, UK. Louise also has previous experience in advising clients on their financial planning and insurance needs. Louise has a first class degree in Economics from Lancaster University and has achieved her Diploma in Regulated Financial Planning.
Work Experience
Program Manager
Investment COOrdinator
Financial Services
Louise Carter's Professional Milestones
- Financial Adviser And Insurance Specialist (2013-03-01~2014-05-01): Provided expert financial advice and guidance to clients, ensuring optimal financial stability and protecting their well-being.
- Program Manager (2019-06-01~): Successfully implemented and executed multiple initiatives, driving organizational growth and maximizing operational efficiency.
Education
Skill
Investments
Portfolio Management
Management
Wealth Management
Investment Advisory
Estate Planning
Insurance
Pensions
Investment Strategies
Strategic Financial Planning
Retirement Planning
Life Insurance
Financial Planning
Asset Management
Financial Services
Certification
Colleagues
John Grimbaldeston
chief marketing officer at the private office independent chartered financial planners helping you achieve your financial goals
Alistair Callander
Chief Financial Officer
Lucie Thornton
chief people officer at the private office tpo
Monika Hough
Executive Personal Assistant To Chief Executive Officer | Chief Financial Officer
Nigel Yeo
chief operating officer at the private office chartered financial planner independent financial adviser
Other Named Louise Carter
Frequently asked questions
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Louise Carter's social media include: Linkedin,
Louise Carter works for The Private Office (TPO)
Louise Carter's role in The Private Office (TPO) is Program Manager
Louise Carter works in the industry of Financial Services
Louise Carter's colleagues are John Grimbaldeston,Alistair Callander,Lucie Thornton
Louise Carter's latest job experience is Program Manager at The Private Office (TPO)
Louise Carter's latest education in Chartered Insurance Institute
