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Oliver Carpenter

Financial Consultant at Morrinson Wealth
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About Oliver Carpenter

Oliver Carpenter is Financial Consultant of Morrinson Wealth based in 1st Floor, 30 Lombard St London, EC3V 9BQ, GB. Previously worked at Touchstone Advisory Ltd as a Investment Advisor. Morrinson Wealth is a Finance, Capital Markets company in 1st Floor, 30 Lombard St London, EC3V 9BQ, GB with 103 employees.

Oliver Carpenter has 14 years of professional experience, with an average of 3 years per position throughout their career. Their recent employment history shows 0 changes in the past 3 years, with high job stability. they do not have Fortune 500 company experience.

Oliver Carpenter have a experience in top university. Oliver Carpenter holds a degree from university of birmingham, with 12 years since graduation. Their career include experience at a global enterprise.

Oliver Carpenter Social
Oliver Carpenter Work
Oliver Carpenter have been working for 14 years. Currently Oliver Carpenter is the Financial Consultant @Morrinson Wealth, with experience in Investment Advisor @Touchstone Advisory Ltd
Morrinson Wealth
Financial Consultant
Oct 2019 - Present · 5 years and 9 months
Touchstone Advisory Ltd
Investment Advisor
Jun 2017 - May 2019 · 1 years and 11 months
Wealth Management, Inc.
Head Client Associate
Aug 2014 - May 2017 · 2 years and 9 months
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About Oliver Carpenter's Current Company
Morrinson Wealth
51-200 Employees

Morrinson Wealth is founded in 2012, operates from its headquarter in 1st Floor, 30 Lombard St London, EC3V 9BQ, GB. The company operates in the Finance, Capital Markets sector.

Morrinson Wealth specializes in Personal financial advisory, Financial objective setting, Investment management, Financial protection, Cash management, Borrowing advice, and offers services including Personal, face-to-face advisory experience, Understanding specific financial objectives, and Reviewing financial affairs.

Website
http://www.morrinsonwealth.co.uk
Year Founded
2012
Social Media
LinkedinFacebookTwitter
Primary Industry
Finance, Capital Markets
HQ Location
1st Floor, 30 Lombard St London, EC3V 9BQ, GB
Expertise
Personal financial advisoryFinancial objective settingInvestment managementFinancial protectionCash managementBorrowing advice
Solutions
Personal, face-to-face advisory experienceUnderstanding specific financial objectivesReviewing financial affairsBuilding & preserving wealthFinancial protection against riskManaging cash & borrowingGroup's wealth management products and services
Keywords
Wealth ManagementFinancial PlanningInvestment ManagementPortfolio ManagementRetirement PlanningEstate PlanningFinancial AdviceWealth PreservationInvestment AdviceTax Planning
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Oliver Carpenter Education

Oliver Carpenter completed at university of birmingham (2011 - 2014)

university of birmingham
banking,economics,finance
2011 - 2014
Oliver Carpenter Skills
Project and Plan Management
finance, corporate finance, management
Business and Strategy
investments, portfolio management
Technology and Engineering
microsoft excel, microsoft office, powerpoint, microsoft word
Team and Leadership
teamwork, public speaking
Other
trading, investment banking, options, equities, bloomberg, mutual funds, econometrics, equity derivatives, fixed income, pensions, qrops, fidessa, market making, total return swaps, delta one, brokerage, english, literacy, foreign currency translation

Oliver Carpenter Email & Phone number

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