Ursula Sweis FPFS, CertPFS (DM)
Tell me more about Ursula Sweis FPFS, CertPFS (DM)?
Ursula Sweis FPFS, CertPFS (DM) is a highly experienced professional with 12.3 years of work experience in various roles at Fairstone Group Ltd. She has a strong skill set in insurance, customer service, financial analysis, coaching, compliance, and business strategy. Ursula has worked in different departments, including Group Regulatory Director, Group Compliance Director, Business Standards Director, and Head of Group Compliance. She is proficient in Microsoft Office, budgeting, negotiation, research, finance, portfolio management, pension funds, due diligence, training, team management, and business development. Ursula is currently based in London, United Kingdom.
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Emails and Phone Numbers
Work Experience
Group Regulatory Director
Group Compliance Director
Business Standards Director
Head Of Group Compliance
Financial Services
Ursula Sweis FPFS, CertPFS (DM)'s Professional Milestones
- Business Standards Director (2018-01-01~2019-09-01): Streamlined and optimized business standards processes to streamline operations and enhance overall business performance.
- Head Of Group Compliance (2011-07-01~2019-09-01): Streamlined group compliance processes, elevating company reputation and ensuring adherence to regulations.
Skill
Insurance
Customer Service
Financial Analysis
Coaching
Compliance
Business Strategy
Business Planning
Microsoft Word
Microsoft Excel
Microsoft Office
Powerpoint
Budgets
Negotiation
Research
Finance
Portfolio Management
Pension Funds
Due Diligence
Training
Team Management
Business Development
Management
Certification
Colleagues
Iain Jamieson
Chief Financial Officer
Julian Fryer
corporate director and chartered financial planner
Ralph Mitchell
Corporate Director | Independent Financial Adviser
Greg Horton
Chief Technology Officer
Fergal Lynch
innovative cmo marketing senior executive proven success in driving and enabling change
Other Named Ursula Sweis FPFS, CertPFS (DM)
Frequently asked questions
We found 3 Ursula Sweis FPFS, CertPFS (DM)'s email addresses
We found 1 Ursula Sweis FPFS, CertPFS (DM)'s phone numbers
Ursula Sweis FPFS, CertPFS (DM)'s social media include: Linkedin,
Ursula Sweis FPFS, CertPFS (DM) works for Fairstone Group Ltd
Ursula Sweis FPFS, CertPFS (DM)'s role in Fairstone Group Ltd is Group Regulatory Director
Ursula Sweis FPFS, CertPFS (DM) works in the industry of Financial Services
Ursula Sweis FPFS, CertPFS (DM)'s colleagues are Iain Jamieson,Julian Fryer,Ralph Mitchell
Ursula Sweis FPFS, CertPFS (DM)'s latest job experience is Group Regulatory Director at Fairstone Group Ltd