Tom Prestwood Chartered
Director, Investment Management @Evelyn Partners
Leeds, GB
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WORK HISTORY
Mar 2024 — Present
Director, Investment Management @Evelyn Partners
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Leeds, GB
EDUCATION
2017 — 2018
The Chartered Institute for Securities & Investment (The CISI)
Level 4 Investment Advice Diploma
2011 — 2014
University of Bradford
Bachelor of Science (BSc)
2018 — 2020
The Chartered Institute for Securities & Investment (The CISI)
Level 7 Chartered Wealth Manager
2008 — 2010
Truro & Penwith College
A2 Level
SKILLS
EconomicsComputersSnowboardingAnalytical SkillsBloombergBusiness ServicesCoordinationCorporate FinanceCredit RiskEconometricsInternational EconomicsMacroeconomicsMicroeconomicsQuantitative FinanceSoftwareStataTime ManagementValuationCustomer ServiceTeamworkMicrosoft ExcelResearchData AnalysisMicrosoft WordSalesAnalysisBusinessFinancial AnalysisBloomberg TerminalEviewsPartnershipsSocial MediaManagementInvestment ManagementE.u. Markets in Financial Instruments Directive (Mifid)Fund Accounting
ABOUT TOM PRESTWOOD CHARTERED
Evelyn Partners is an award-winning financial planning and investment company that builds…
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