Holly joined JTC following the acquisition of RBC cees in 2021 and has 11 years’ experience in financial services.
Within her role in the Fiduciary and Participant Management team, she oversees both the Bespoke Investments and Transfers and Loans Teams. Holly is responsible for the management of a number of direct reports who deal with the execution and co-ordination of bespoke member recommendations and retirement benefit options.
Holly’s role is client focused, she looks after a range of fund and investment managers and works collaboratively to maintain those relationships while delivering first-class client service to her clients.
