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Robert Winterton Email Address

abcdefghi@charles-stanley.co.uk

Job Title

Business Development Consultant

Company
Charles Stanley

Charles Stanley & Co Ltd is a financial services company that provides Discretionary Investment Management, Low cost index tracking, Exchange Traded Funds.

Bio

What do I offer? Personal skills •Self-starter •Leader/team motivator •Good communicator/listener •Ability to adapt (we all need to evolve) •Open to new ideas, happy to be challenged •Diligent, systematic (i.e. organized) •Look to bring solutions to potential problems, not just identify them. •Creative in trying to see how one can approach the business differently in its various facets. •An ability to think strategically as well as tactically. Sales skills •Good stock picker and filter of ideas (focus on top ideas leading to concept of ‘stock ownership’). •Good account manager in terms of being to identify opportunities, understanding client requirements, managing resource, delivering (executing) and driving revenue growth. •Strong marketing bias. ‘Door opener’ for both analysts and companies. ‘Face time’ is a key opportunity with clients/companies. •Able to establish a good dialogue/trust i.e. credibility with clients and colleagues. •Have developed a strong client franchise. Sales style •Fundamental /structural in approach. Be it a value, growth, or re-structuring story. ‘Once on top of a stock/idea’, happy to trade as appropriate. •Require strong research backing, though have a reasonable ability to create own ideas (approx 50% research driven, 25% own ideas, 25% client inspired). •Strong marketing bias – keen to provide analyst and company access to reinforce idea via either a conference call or meeting as appropriate. Roadmap – Idea –> Analyst contact –> Company contact (if possible) –> Transaction. •Need to master stock/story in detail before putting personal stamp of approval on idea, though sometimes will intuitively will take the ‘odd flyer’ . •Keen to establish and maintain creative and collaborative relationships with both research and sales colleagues. •Proactive in approach, always looking for the opportunity to impact the client base. Specialities: Building Businesses/Institutional Cash Equity Broking / Corporate Broking /Fund Raising

Last University
Went to Royal Military Academy
Location
Is based in London, England, United Kingdom.

Other people working at Charles Stanley:

Peter Kelk**********@charles-stanley.co.uk
Mark Henderson Fcsi**********@charles-stanley.co.uk
Jonathan Rowland**********@charles-stanley.co.uk
Katherine M.**********@charles-stanley.co.uk
Ben Money CouttsChief Operations Officer Financial Services Division
Michael Jones**********@charles-stanley.co.uk
Marcus TreeDirector of Development
Michael BennettChief Operating Officer
Ian SackfieldManaging Director Investment Management Services
Vincent M.*********@charles-stanley.co.uk
Juliet WedderburnDirector of PCIM Development
Stephen Nixon**********@charles-stanley.co.uk
Guillaume RimbautHead of Risk
Ross MallochHead of Finance Operations and Finance Business Partnering
Neil TorneyDirector of Financial Planning
Simon Davis**********@charles-stanley.co.uk
Emma Hammond**********@charles-stanley.co.uk
Ross JeffriesOffice and Portfolio Manager
Toby Foreman**********@charles-stanley.co.uk
Robert Dornan**********@charles-stanley.co.uk

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