Rebecca Tomlinson

Rebecca Tomlinson serves as a Platform Investments Manager at AJ Bell, where employment has spanned from May 2018 to the present, focusing on trade support and middle office activities. Previous roles within AJ Bell include Team Leader and Senior Administrator in the Platform Investments department. In addition to experience at AJ Bell, Rebecca has worked as a Platform Systems Administrator at Brite Advisors and as an Operations Analyst at Bank of America Merrill Lynch, where responsibilities involved EMIR Delegated Reporting and MiFID II Assisted Reporting. Early career positions include Business Finance Analyst at Mencap and Operations Analyst roles at Barclays UK and Barclays. Educational achievements include a Principles of Management and Leadership qualification from the Chartered Management Institute and an Investment Operations Certificate from The Chartered Institute for Securities & Investment.