Anny Miller
Senior Project Manager @Charles Stanley
Berkhamsted, GB
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MOBILE NUMBERS
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WORK HISTORY
Apr 2023 — Present
Senior Project Manager @Charles Stanley
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London, GB
Delivery lead for client and wealth manager requirements within the Charles Stanley / Raymond James UK integration programme. Target operating model and technology changes to CRM, KYC, suitability, onboarding, client reporting and portfolio management tools. Target platforms, Wealth Dynamics, Figaro, BITA wealth.
EDUCATION
N/A
Macquarie University
Bachelor of Applied Finance LLB
SKILLS
Process ImprovementEquitiesManagementAlternative InvestmentsPortfolio ManagementData MigrationBack OfficeCorporate ActionsRequirements AnalysisFund AdministrationDerivativesMiddle OfficeFinancial RiskAsset ManagementChange ManagementFixed IncomeOrder ManagementPmoOutsourcingAsset ManagmentOrder Management SystemsBusiness AnalysisFund AccountingInvestment ManagementMutual FundsSolvency IiStakeholder ManagementProject DeliveryGovernance
ABOUT ANNY MILLER
Senior project delivery consultant
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