people & culture focused | positive change ambassador | business results through strategic management | rugby lover | motorbike enthusiast@ PSG SIPP Limited
Bristol, Bristol, United Kingdom
Thomas Booy
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FlashIntel GPTThomas Booy is a highly experienced professional with 14.8 years of work experience in the financial services industry. He has a strong background in customer service, relationship management, investments, wealth management, retirement, portfolio management, and account management. Currently, he serves as the Key Accounts Team Leader at Curtis Banks, a self-invested pension specialist. Thomas has held various positions at Curtis Banks, including Head of Advisor Management and Account Manager. He also has experience as a Sales Representative at a reputable financial institution. Thomas is based in Bristol, United Kingdom.
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Emails and Phone Numbers
About
Key Accounts Team Leader at Curtis Banks - self-invested pension specialists
Work Experience
people & culture focused | positive change ambassador | business results through strategic management | rugby lover | motorbike enthusiast
Financial Services
Thomas Booy's Professional Milestones
- Back Office Executive (2013-03-01~2014-03-01): Driving team efficiency and productivity by developing and implementing efficiency measures.
- Head Of Advisor Management (2019-05-01~): Executing strategic initiatives to drive business growth while maintaining a strong culture of collaboration and excellence.
Skill
Customer Service
Financial Services
Relationship Management
Investments
Wealth Management
Retirement
Portfolio Management
Management
Account Management
Microsoft Office
Microsoft Excel
Certification
Colleagues
Maria Merry
executive assistant to the ceo at the pension solutions group & psg sipp limited
Duncan Parsons
ceo at the pension solutions group limited
Marcus Forsey
communications manager at psg sipp limited
Laura Bevis
Benefits & Technical Manager at The Pension Solutions Group Limited
Nina Stephens
Team Leader
Other Named Thomas Booy
Frequently asked questions
We found 2 Thomas Booy's email addresses
We found 1 Thomas Booy's phone numbers
Thomas Booy's social media include: Linkedin,
Thomas Booy works for PSG SIPP Limited
Thomas Booy's role in PSG SIPP Limited is people & culture focused | positive change ambassador | business results through strategic management | rugby lover | motorbike enthusiast
Thomas Booy works in the industry of Financial Services
Thomas Booy's colleagues are Maria Merry,Duncan Parsons,Marcus Forsey
Thomas Booy's latest job experience is people & culture focused | positive change ambassador | business results through strategic management | rugby lover | motorbike enthusiast at PSG SIPP Limited
