Nucleus Financial
Steven T. is an accomplished Training Manager at Nucleus Financial, responsible for coordinating the training rollout for a new online platform impacting over 300 users. Prior to this role, Steven served as a Senior Corporate Trainer at Conduent UK, creating training materials for Ernst & Young and conducting KYC compliance training for more than 100 employees across multiple countries. Steven's extensive background includes managing operations and educational records as Partner-Director at CCAA, where leadership efforts facilitated a transition to remote work. Also experienced in customer service, Steven solved over 3,000 customer cases for Google with high satisfaction rates. Steven holds a degree in Marketing from Universidade Estácio de Sá and a Cambridge Advanced English Certificate from the University of Cambridge.
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Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.