Barry Foster Fpfs Imc Tep

Barry Foster FPFS IMC TEP has extensive work experience in the financial industry. Barry currently holds the role of Technical Sales Manager at Curtis Banks, starting in November 2020. Prior to this, they worked at BMO Global Asset Management as a Strategic & Technical Sales member from July 2019 to November 2020. In this role, they provided technical insight and support to financial advisers and promoted BMO's range of pooled funds to various institutions.

From October 2016 to July 2019, Barry worked as a Technical Sales Manager at Utmost Wealth Solutions, where they made a significant impact. Before that, they were a Technical Consultant at AXA Wealth from January 2009 to October 2016. In this position, they provided technical support to financial advisers and conducted seminars and workshops. Additionally, they upskilled business development managers and kept them informed about technical and regulatory developments.

Barry began their career as a Financial Planning Consultant at Fleming Financial in March 2008. Prior to that, they worked as an IFA Consultant at Standard Life from August 2002 to March 2008. Barry started their journey in the financial sector as a Financial Adviser at Natwest in January 2000 and later transitioned to Lloyds TSB, where they held the same position from July 1997 to January 2000.

Overall, Barry Foster's career has encompassed a range of roles that have allowed him to develop expertise in technical sales and provide crucial support and guidance to financial advisers.

Barry Foster FPFS IMC TEP attended Colyton Grammar School from 1983 to 1990. Barry did not obtain a degree or specialize in any field of study during their time there. Barry also holds several additional certifications, including being a Chartered Financial Planner from PFS, a Fellow of the Personal Finance Society (FPFS), and holds an Investment Management Certificate from CFA. Barry has also earned a STEP Certificate for Financial Services and a STEP Diploma, both from STEP. The specific months and years when these certifications were obtained are not provided.