Francesca Preocanin

Francesca Preocanin has a diverse work experience spanning across various roles in the finance industry. Francesca is currently working as the Head of Client Services at Fundment since July 2023. Prior to this, they were associated with Waverton Investment Management, where they served as the Client Life-Cycle Supervisor from January 2022 to March 2023 and as the Senior Client Life-Cycle Specialist from January 2022 to March 2023.

Before joining Waverton Investment Management, Francesca worked at Transact. At Transact, they served in multiple positions, including Operational Team Leader - Client Onboarding from September 2019 to January 2022 and Operational Team Leader - Document Management from November 2018 to August 2019. Francesca also worked as the Client Operations Supervisor from July 2017 to December 2017 and as the Operations Supervisor - Document Management Department from December 2015 to June 2017. Moreover, they held the role of Client Services Manager from July 2013 to November 2015.

Francesca's earlier work experience includes working as a Stockbroker at Redmayne-Bentley LLP from April 2010 to June 2013, where they effectively managed client interactions and conducted research on financial markets to provide relevant information and personalized service to clients.

Throughout their career, Francesca has displayed strong leadership skills, maintained client relationships, ensured compliance with regulatory requirements, and demonstrated proficiency in client onboarding and documentation management.

Francesca Preocanin attended Tonbridge Grammar School from 2002 to 2009.