Colin Stone
Business Development Manager @Wealthtime
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WORK HISTORY
Business Development Manager @Wealthtime
Generating organic growth of inflows to the Novia Wealthtime platform in line with the sales strategy through new and existing adviser relationships Establishing and owning strong proactive engagement and interaction with our adviser audience Delivering training to the adviser audience, new and existing, to enhance their ability to use the platform efficiently and with ease
EDUCATION
Patchway High School
O Levels
Chartered Insurance Institute
Regulated Financial Planning Diploma, Certificate of Discretionary Management, Pensions and Retirement Planning
The Chartered Institute for Securities & Investment (The CISI)
Platforms and Wealth Mgmt Providers, Introduction to Investments and Securities
The Lean Six Sigma Company
Green Belt, six sigma lean
ABOUT COLIN STONE
I am an experienced investment platform specialist who has held a wide variety of roles within the Finance industry. Currently working as a Wealthtime formerly Novia BDM I believe it\'s very important to have the necessary qualification in the industry. Supported by my employer I have completed my Finance Diploma via the CII route and in addition AF7 pension transfers and DFM Certificate.I have previously used Six Sigma (Green Belt) for process improvement projects and have also worked at Elevate, HSBC and Natwest.Outside work I am married with 2 children and support my local team Bristol City through thick and thin. Working from home has its advantages as I can call on the \"office support\" of my cat and maltese dog.
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