Investment Manager
I joined the company in 2014 after beginning my career at Merrill Lynch in 2009. I am the principal point of contact when clients open their accounts with CGWM. I am responsible for the account maintenance of the discretionary and advisory accounts of my team, including trading, dealing with compliance and administration. I attend client meetings and assist to prepare pitches for client meetings. I also liaise with clients directly in response to portfolio queries or valuations requests. Finally, I collaborate with other departments in respect of clients’ documentation and queries.
I hold an MSc in Investment Management and a Level 4 Investment Advice Diploma CISI qualification.
Location: London
A bit about me:
I live in Surbiton, which for me is the ideal place around London to raise your family. Apart from fluent English and Greek, I also speak some German and Spanish. I play tennis and enjoy Pilates classes.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
Can-do means having the confidence to meet and exceed your targets whilst maintaining a positive attitude in dealing with everyday challenges.
Contact:
Letty.Papageorgiou@canaccord.com
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