Shane Bennett Chartered Fcsi

Shane Bennett Chartered FCSI has a diverse range of work experience in the financial industry. Shane is currently working as the Head of Investment Strategy at Walker Crips, where they manage and advises on investment portfolios for clients in the Truro office. Shane'sresponsibilities include conducting client reviews, ensuring portfolios align with clients' personal circumstances and objectives, and executing deals on behalf of clients.

Prior to their current role, Shane worked as a Group Investment Specialist at Amber River from 2021 to 2022. In this position, they contributed to the design and implementation of the group investment proposition and provided expertise on investment-related issues. Shane also played a role in developing the group's ESG policy and supporting adviser education on ESG topics.

From 2012 to 2022, Shane held multiple roles at Cathedral Financial Management Ltd. Shane served as the Head of Investment from 2019 to 2022, leading qualitative and quantitative analysis of investment products for clients. Shane was an active member of the Investment Committee and played a significant role in key decision-making. Prior to this, they worked as a Research Analyst at the company, where they analyzed various investment products across different asset classes.

Shane's work experience started with a research assistant role at Cathedral Financial Management Ltd in 2010. During this time, they focused on market and fund research.

Overall, Shane Bennett has a solid background in investment management, portfolio analysis, and research, with a track record of successfully handling diverse responsibilities in the financial industry.

Shane Bennett Chartered FCSI studied at the University of Plymouth from 2008 to 2012, where they earned a Bachelor of Arts degree with Honors in International Financial Services. Before attending the university, they completed their secondary education at The King's School, Ottery St Mary, between 2001 and 2008, but no specific degree or field of study is mentioned for this period.

In terms of additional certifications, Shane Bennett Chartered FCSI obtained the following credentials:

1. CISI Level 7 Chartered Wealth Manager from The Chartered Institute for Securities & Investment (The CISI) in January 2019.

2. CFA Level 1 from the CFA Institute in July 2014.

3. CFA Investment Management Certificate (IMC) from CFA UK in June 2013.

4. CII Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute (specific month and year of attainment were not provided).

5. Completed the "Programming for Everybody (Python)" course on Coursera (specific month and year of completion were not provided).