Lee Waite

Broadridge Fund Communication Solutions @Wealth Dynamix

Chelmsford, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Present

Broadridge Fund Communication Solutions @Wealth Dynamix

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EDUCATION

1996 — 2000

Chartered Institute for Securities and Investment

CISI Diploma, Financial Services

2006 — 2006

Institute of Leadership and Management

Introductory Diploma in Management, Management

1994 — 1994

Chartered Institute for Securities and Investment

CISI Investment Administration Qualification (IAQ), Financial Services

SKILLS

Investment ManagementAsset ManagementPensionsStrategic PlanningEquitiesAsset AllocationFinancial AdvisoryNew Business DevelopmentInvestmentsInvestment StrategiesWealth ManagementFinancial ServicesPortfolio ManagementInvestment AdvisoryAsset ManagmentMutual Funds

ABOUT LEE WAITE

A positive, confident and progressive manager with 30 years of experience working in the…

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