Ruby Leigh
Senior Client Associate @Evelyn Partners
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WORK HISTORY
Senior Client Associate @Evelyn Partners
Knutsford, GB
EDUCATION
Newcastle University
Bachelor of Arts - BA, Geography
ABOUT RUBY LEIGH
I have over 7 years experience working in the Wealth Management industry. Having worked for both FTSE 100 firms and boutique independent firms, I have a breadth of financial services knowledge and excellent client service skills, aided by working particularly closely with high net worth and ultra high net worth individuals and families.Aswell as having significant experience in client delivery and service areas, I also have over 5 years experience in paraplanning and cash flow modelling, having spent 2 years of my career shadowing a financial planner, partaking in prospective and annual review meetings, and providing follow up investment and cash flow modelling reports.I am currently undertaking the certificate in paraplanning qualification (CII).
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