Thomas Casey
Client Services Director @Schroders Personal Wealth
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WORK HISTORY
Client Services Director @Schroders Personal Wealth
GB
EDUCATION
Edinburgh Napier University
Bachelor of Science (BS)
University of Stirling
Master of Science - MSc, Business Analytics
Chartered Institute of Bankers in Scotland
Diploma in Investment Planning, RDR Level 4
Chartered Institute of Bankers in Scotland
Advanced Diploma in Specialised Lending, Lending
The Chartered Institute for Securities & Investment (The CISI)
Level 7 Diploma in Wealth Management, Financial Planning and Services
ABOUT THOMAS CASEY
Dad to three amazing childrenMSc Business Analytics (with Merit) Chartered Wealth Manager Previous committee member for Scottish Financial Enterprise Young ProfessionalsFinalist, Deloitte and Chartered Institute of Bankers Young Banker of the YearOther qualifications include- Diploma in Financial Planning - Level 4- Diploma in Specialist Lending - BSc (Hons)20 years experience of working in financial services, including; operating model design and implementation, multiple leadership roles, problem solving, critical thinking, delivering strategic initiatives, financial planning, leading programme delivery and relationship management.
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