Billy Jones is a highly motivated individual currently working in the Client Services Team at MASECO Private Wealth. They are pursuing the CISI Level 4 Investment Advice Diploma, having already completed the UK Regulation and Professional Integrity unit and earned the Level 3 Investment Operations Certificate. Previously, Billy held several roles including Senior Distribution Associate at SS&C Technologies, where they managed cross-border transactions, and Administrator at BNY Mellon. They also excelled as an Insurance Broker at Grove & Dean Ltd., consistently surpassing sales targets while providing excellent customer service.
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