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New client manager at Edgewater Associates

by isleofman.com 12th April 2011

CAROLINE Cohen has been appointed client manager at Edgewater Associates.

 

Caroline, an associate member of the Chartered Management Institute, began her career at Barclays in 1999 before joining Conister Bank – Edgewater's current sister company.

 

She transferred to Conister Wealth in 2009 where she gained a level three qualification in wealth management and also became an associate member of the Chartered Institute of Securities and Investment. She is currently studying for a level four diploma in financial advice.

 

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."

 

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."

Posted by isleofman.com
Tuesday 12th, April 2011 03:00pm.

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