Parmenion
Rebecca Read currently serves as CASS Technical Manager and Risk and Control Manager at Parmenion since March 2019, showcasing expertise in compliance and asset management. Prior experience includes roles at Winterflood Business Services from November 2013 to March 2019, encompassing positions such as Reconciliations Manager and Client Reconciliations Manager, where responsibilities involved ensuring compliance with CASS regulations and managing high-performing teams. Career began at BNY Mellon in Customer Services, followed by significant roles in reconciliation and settlement at Ascentric. Educational pursuits include AAT qualifications from 2019 to 2024 and completion of training with The Chartered Institute for Securities & Investment in 2019. Rebecca Read’s career highlights a commitment to operational excellence and team development within the financial services sector.
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Parmenion
Winner of Moneyfacts' Best Wrap/Platform Award 2023, Parmenion is a rapidly growing technology and investments solutions business. We’re home to around £9bn worth of investments, are partnered with more than 1,500 advisers and look after 90,000+ clients. Building investment solutions and our own technology means we deliver the service that meets, and often exceeds, financial advisers and their clients’ expectations. Our platform is a joy to use – and evolves quickly in a process of constant, continuous improvement. If you’d like to find out more, visit our website or contact us.