Who is Who (Killik) Flashcards
Who is Head of Operations
Neil Evans
Who is in Account Opening
James GOOding, Clare SnOwling, GeOrgina Watling
Who is in Onboarding
Libby Fox, Jen Gardner (think of Garden & Fox - you want the fox onboard)
Who is in Client Data
Emma Gilson, Nicola Vinyard
(gils in a vinyard)
Olivia Frost
Who is the Chief Risk Officer CRO
Hardeep Chana
Who is Head of Compliance & MRLO
Money Laundering Reporting Officer
Julie Steele
Who is Complaints Manager
Heidi Richer
Who is Chief Operating Officer (COO)
RON Richard O’Neill
Who is Head of BI and Data
Paul Brooks
Whos is Strategic Operations Director
Eddy Dalas
Who is Chief Transformation Officer
Nina Manning
Who is Chief Financial Officer
Craig Manning
Who is Head of Operational Risk
Who else is in ops risk
Adam Schollar
Emily Bibire and Shanel Baker
Whos is Head of Risk
Damien Syrett
Who is Head of SIPP and Tax Wrapper Admin
Stephen Last
Who is Head of SIPP Administration
Who else is in SIPP Admin
Caley Scarlett
Natasha Fox, Abbey Wright
Who is Head of Tax and Trustees
Sarah Hollowell
Who head up Treating Customers Fairly
Fabs is chair
Who is head of fund research
Gordon Smith
Who is head of bond search
Matthias Mallick
Who is the current Chief Investment Officer?
Simon Marsh
Name people in middle office
Emily Bates and Emily Whilby and Gemma Farrow
Head of Tax & Wrapper Admin (SIPPS)
SIPP Admin Manager
Stephen Last
Caley Scarlett
Name equity analysts
Mark Nelson, Andrew Duncan, Matt Maloney
