Summary
Overview
Work History
Education
Skills
Certification
Tennis, Golf, Running
Timeline
Generic
Rob Harradine

Rob Harradine

Cobham,KEN

Summary

Dynamic individual with hands-on experience in growing businesses from scratch. Brings strong customer relationship skills and proactive approach to challenges and new tasks. Known for adaptability, creativity, and results-oriented mindset. Committed to leading and making meaningful contributions to advancing organizational goals.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Co-Founder

Ammonite
01.2021 - Current
  • Established ammonite product suite for fintech business launch.
  • Conducted target market research to scope out industry competition and identify advantageous trends.
  • Networked with other businesses and customers to increase sales opportunities and contacts.
  • Developed innovative sales and marketing strategies to facilitate business expansion.
  • Continuously raised funds for the start up business

Independent Financial Adviser

Ammonite Wealth Ltd
01.2019 - 01.2021
  • Helped individuals and families build and execute wealth management strategies based on their unique goals and objectives.
  • Built Ammonite Wealth brand and awareness as co-owner of the new business.
  • Educated clients on various financial matters and provided professional recommendations on pension, investment and insurance opportunities, products, and services based on each clients' individual needs.

Independent Financial Adviser

Sterling & Law
01.2016 - 12.2018
  • As a Self employed financial adviser I built a client bank from networking, sales & marketing activity.
  • Educated clients on various financial matters and provided professional recommendations on pension, investment and insurance opportunities, products and services based on individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Advised clients on investments, retirement and estate planning.

Senior Relationship Manager

Barclays Wealth
09.2007 - 01.2015
  • Gave exciting presentations to prospects and leads in effort to build business opportunities across the UK IFA intermediary market.
  • Developed new banking relationships with IFA business prospects.
  • Maintained and cross sold across large UK IFA key accounts both deposit & structured products and managed investment portfolios
  • Passed with merit, level 6 (CISI) Private Client Investment Advice & Management qualification

Education

Bachelor of Science - Economics

Reading University
Reading, United Kingdom

Skills

  • Verbal and written communication
  • Sales & Marketing
  • Entrepreneurial leadership
  • Business development
  • Customer relationship management
  • Sales strategy
  • Problem-solving
  • Team building
  • Project management

Certification

Private Client Investment Advice & Management (CISI)

Investment Management Certificate (CFA)

Tennis, Golf, Running

A keen tennis player competing in club tournaments. Also like to keep fit and social with local golf and running clubs. ECB Foundation Level Cricket coach and help out with the local cricket club, recently forming a girls section. 

Timeline

Co-Founder

Ammonite
01.2021 - Current

Independent Financial Adviser

Ammonite Wealth Ltd
01.2019 - 01.2021

Independent Financial Adviser

Sterling & Law
01.2016 - 12.2018

Senior Relationship Manager

Barclays Wealth
09.2007 - 01.2015

Bachelor of Science - Economics

Reading University

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Rob Harradine