Years of experience: 10
Backend DeveloperInvestor & VCInvestment AnalystWeb DeveloperMarketingIT
Trust Score
Highly reliable; strong professional involvement.
Maddy's Career Path
Dec. 2023 -Present
Atlantic SwissAdviser Support
London, England, United KingdomServicing accounts of HNWI and liaising with clients. Producing Financial Profiles and review documents on excel. Drafting Annual Suitability Reports. Sending DocuSigns, managing compliance requirements, acting at the middle man between Adviser and Paraplanner. Analysing performance using FE Analytics.
Sep. 2023 -Dec. 2023
Atlantic SwissOffice Manager
London, England, United Kingdom
Nov. 2019 -Present
Metropolitan Pub CompanyFront of House
London Area, United KingdomAssist management with forecasting, present analysis of bar sales and provide suggestions on product changes. Receiving, checking, and entering purchase orders and invoices, reconciling outstanding orders. Maintain an organized bar amidst a fast-paced and pressurized environment; clearly communicate when issues arise.