Caroline Cohen has been appointed Client Manager at Edgewater Associates, one of the Island’s leading IFAs. She began her career at Barclays Bank in 1999 working in a variety of roles during a six year term and then joined Conister Bank, Edgewater’s current sister company, where her preliminary role was instrumental in setting up the bank’s prepaid cards division Conister Card Services. It was during this time that Caroline became an associate member of the Chartered Management Institute.
Caroline subsequently transferred to Conister Wealth in 2009 where she gained qualification to level 3 in Wealth Management, and also became an associate member of the Chartered Institute of Securities and Investment. She is currently studying for a level 4 Diploma in Financial Advice. In her spare time she enjoys travel, music and regular exercise and has entered this year’s Parish Walk. Commenting on her new role at Edgewater Associates, Caroline said:
“I am delighted with this opportunity to join such a well-established, professional firm of independent financial advisers and am looking forward to my future as part of the team.”
Commenting on Caroline’s appointment Steve Locking, Managing Director of Edgewater Associates, said:
“Caroline has considerable experience in financial services and, in particular, wealth management where she will be a valuable addition to our team. She also has a vast knowledge of Conister Bank’s operations, which will be of great benefit as we look to take advantage of the synergies between the two companies.”
- ENDS -
Tuesday 12th, April 2011 11:07pm.