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Ross Jeffries Email Address

abcdefghij@charles-stanley.co.uk

Job Title

Office and Portfolio Manager

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

I joined Charles Stanley in June 2013. My primary functions within Charles Stanley is to manage our administration team and review discretionary portfolios, providing support to all staff and assisting with the smooth operation of the office. I review portfolios on behalf of our investment team and generate investment proposals for discretionary clients. I hold a Bachelor of Commerce majoring in Finance from the University of Southern Queensland and an Investment Advice Diploma focused in Investments and Securities from Chartered Institute for Securities and Investment. I am also a St John's certified First Aid Officer. I am skilled in portfolio management, accounting, retail banking, finance and customer relationship management (CRM).

Last University
Went to University of Southern Queensland

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
Robert WintertonBusiness Development Consultant
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
Toby Foreman**********@charles-stanley.co.uk
Robert Dornan**********@charles-stanley.co.uk

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