Rachel Bowlin

Technical Support @Gibbs Denley Financial Services Ltd

Cambridge, GB

Accurately prepare suitability reports and letters to target deadlines - Ensure all client work is compliant and supported with relevant paperwork - Undertake comparative research in preparation for client recommendations -Complete technical research as part of the existing arrangement review process -Understand clients\' overall financial position from IFA fact finds -Ensure all client queries are appropriately investigated and accurate responses given

Embry-Riddle Aeronautical University

Bachelor's degree, Business Analytics, Summa Cum Laude

University of North Florida - College of Business Administration

Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Embry-Riddle Aeronautical University

Master's degree, Project Management

Embry Riddle Aeronautical University-Worldwide

Master's degree, Aeronautical Science