Catie Bennett
Senior Account Manager @Ev - Financial Solutions
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WORK HISTORY
Senior Account Manager @Ev - Financial Solutions
Newbury, GB
EDUCATION
Chartered Financial Accountants
Qualified Member, Level Four Investment Management Certificate
University of London
Bachelor of Arts (B.A.), French Studies
The Chartered Institute for Securities & Investment (The CISI)
Qualified Member, Investments and Securities
SKILLS
ABOUT CATIE BENNETT
Investment professional with a successful background in financial services, insurance and banking sectors. Excellent knowledge of Mutual Funds (ETF, SICAV, UCITS, OEIC). Strategic approach in managing more than 100 investment management firms, engaging with business leaders and senior stakeholders to successfully manage investment partner accounts. A key team member transformed a sleeping investment platform into one of the UK’s fastest growing providers. Additional expertise presenting and influencing at national policy level on vulnerable adults and young people in social care.Key Skills• Investment Propositions, • Business and Regulatory Compliance• Strategic Planning, Research and Analysis, Project Management• Commercial understanding - Market Trends and Risk Management, Bringing new product to market• Relationship Management, Client-Facing Account Management, Stakeholder Engagement• Policy research, lobbying and presenting to national government, conferences and institutional stakeholders. CFA UK Level 4 Certification in Investment Management(IMC) Unit 1 – Investment Management and Advice in the UK Context Level 4(IMC) Unit 2 – The Practice of Investment Management Level 4Collective Investment Schemes Administration FSA Financial Regulation Training
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