Samuel H.

File Reviewer @Deloitte

Cheshire West and Chester, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2026 — Present

File Reviewer @Deloitte

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Section 166 Skilled Person ReviewSystems: Respond, Excel, Word

EDUCATION

2010 — 2010

CFA Society of the UK

Investment Management Certificate

2025 — 2025

The Chartered Institute for Securities & Investment (The CISI)

Certificate in Ethical Artificial Intelligence (AI)

2013 — 2013

The London School of Economics and Political Science (LSE)

Diploma in Technical Analysis (MSTA)

2013 — 2013

The London School of Economics and Political Science (LSE)

Certified Financial Technician (CFTe)

1997 — 1998

City of Oxford College

Association of Accounting Technician (AAT) - Intermediate

2021 — 2021

University of Chester

Russian Language Six-week (P/T) Taster course

2021 — 2021

The Chartered Institute for Securities & Investment (The CISI)

Level 4 Certificate in Paraplanning

1995 — 1997

City of Oxford College

Advanced GNVQ in Business Studies

2018 — 2018

The Chartered Institute for Securities & Investment (The CISI)

Extended Certificate in Investment Operations (IOC+)

2020 — 2023

The Chartered Institute for Securities & Investment (The CISI)

Investment Advice Diploma (IAD)

2023 — 2023

The Chartered Institute for Securities & Investment (The CISI)

Level 6 Advanced Financial Planning

SKILLS

Account ReconciliationTechnical AnalysisEquity DerivativesMutual FundsSwapsTrial BalanceOeicFinancial ReportingSmartstream TlmBloombergBondsTime ManagementInvestmentsCurrencyMicrosoft ExcelReutersEquity TradingFinanceInvestment ManagementWealth ManagementVbaFuturesCorporate ActionsCash ManagementOptionsForeign ExchangeBookkeepingFund AdministrationFixed IncomeTradingPerformance ReportingTrading SystemsNexusC#Bank ReconciliationFinancial RiskAsset ManagementFund of FundsEquitiesSettlement

ABOUT SAMUEL H.

I am a Chartered Fellow of the CISI and hold the Level 6 Certificate in Advanced Financial Planning, the CFA UK Investment Management Certificate (IMC), the STA Diploma in Technical Analysis, and the CISI Certificate in Cyber Security and IT in Investment Operations. Chartered Fellow (Chartered FCSI)The pinnacle of CISI membership. Exclusively for professionals who have demonstrated the highest levels of knowledge and standards of professionalism.Certified Financial Technician (CFTe)The IFTA Certified Financial Technician (CFTe) consists of CFTe I and II, which together constitute a complete professional program. The two examinations culminate in the award of this internationally recognized professional qualification in Technical Analysis.Web Application Penetration Tester (eWPT)INE Security’s eWPT is for professional-level Penetration testers that validates that the individual has the knowledge, skills, and abilities required to fulfill a role as a web application penetration tester.Samuel Hogg Chartered FCSI, IMC, MSTA, CFTe, eJPT, eWPT

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Samuel H. — File Reviewer at Deloitte in Cheshire West and Chester, GB | Unifers