As a Manager in the Private Client Services division, Carol looks after a portfolio of high net worth and ultra-high net worth clients. She is also responsible for reviewing work, attending marketing events and building connections for new business opportunities.
Carol has over twenty years of experience in the financial sector.
Prior to working at JTC, Carol held positions at Merrill Lynch Bank of America, Barclays and AXA.
Carol is kept busy by looking after her two small children, however, any time she has free is used for horse riding, dancing, yoga, reading, learning Spanish and trying to keep up running after completing the couch to 5k.
We operate around the principle that if our people have a stake in the business, they will do a better job for our clients.
Over 83% of our employees hold a relevant professional qualification or are working towards this through our dedicated JTC Academy.
We operate a variety of best-in-class systems to deliver and maintain an impeccable standard of administration and use technology to innovate in both service delivery and efficiency.
We aim to work with clients who share our belief in the importance of building strong relationships over time.
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