Director of Strategy
Colette is a highly experienced financial services professional with a proven track record of success within the industry.
A key member of the strategic leadership team, responsible for the client proposition, discretionary investment business, marketing, finance, and IT.
With over a decade of experience in financial services, Colette has held key positions at reputable institutions such as Pershing (BNY Mellon), JPMorgan, and AJ Bell. Colette holds industry certifications, including Chartered Fellowship status with the CII, Investment Management Certificate from the CFA, and PRINCE 2 and Agile project management qualifications. Colette obtained her Bachelor's degree in Engineering from the University of Liverpool.
Passionate about personal and professional development, Colette continuously seeks to enhance her skills and knowledge in the field of financial services.
T: 0161 929 2626
- Spare time?
- Travelling, skiing and playing golf.
- Favourite city?
- San Diego.
- What gives you a LIFT?
- Going on holiday and socialising with family and friends.