Sarah Pearson

Head of t & C, Associate @Barnett Waddingham

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

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WORK HISTORY

Jun 2019 — Present

Head of t & C, Associate @Barnett Waddingham

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Leeds, GB

EDUCATION

2012 — 2013

CFA Society UK

Investment Management Certificate, Investment Management

1989 — 1992

University of Essex

BA Hons, Philosophy and Literature

1995 — 2013

Chartered Insurance Institute / Personal Finance Society

Chartered Financial Planner, Financial Services, specialising in Pensions & Investments

N/A

Training Qualifications UK.

Lean Organisation Management Techniques

SKILLS

T&CPensionsSippDefined BenefitInvestment AdvisoryPension FundsWealth ManagementDefined ContributionPortfolio ManagementInvestment StrategiesRetirementInvestmentsComplianceChartered Financial PlannerFinancial RiskFinancial ServicesRetirement Planning

ABOUT SARAH PEARSON

An agile, dependable and upbeat Head of Training and Competence with a proven ability to…

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Sarah Pearson — Head of t & C, Associate at Barnett Waddingham in Leeds, GB | Unifers