Charlotte Green

Charlotte Green has a diverse work experience in the financial sector. Charlotte currently works as an Investment Assistant at Canaccord Genuity Wealth Management and Canaccord Genuity Group Inc. starting from September 2022. Prior to that, they worked as an Investment Assistant at Ruffer LLP from March 2018. From 2015 to 2018, they served as Corporate Services Support at 1825 Financial Planning. Before that, Charlotte worked as a Client Support at LEBC Group from June 2013 to 2015, where they supported senior consultants in various administrative tasks and also served as a marketing coordinator. Charlotte started their career as a Pensions Administrator at Jardine Lloyd Thompson from April 2012 to May 2013, and earlier as a Personal Banker and Cashier at Barclays from November 2009 to April 2012 and from March 2007 to November 2009, respectively.

Charlotte Green attended Cornwallis School from 1999 to 2004, where they obtained their GCSE with 6 A-grades. Charlotte then attended Mid Kent College from 2004 to 2006, where they earned their A-Levels. In terms of additional certifications, Charlotte obtained the Investment Management Certificate Unit 1 from Cfauk in November 2018. Charlotte also obtained the R01 Financial Services, Regulation & Ethics certification from the Chartered Insurance Institute in November 2016. Additionally, Charlotte obtained the R05 Financial Protection certification from the Chartered Insurance Institute in March 2016, and the GR1 Group Risk certification from the same institute in November 2015.