Senior Investment Associate
Tom manages a portfolio of clients. This includes client funding allocations as well as portfolio performance and compliance monitoring. He also works closely with the credit risk team to ensure client compliance with credit limits.
Tom has spent over a decade in Financial Services, predominantly in invoice finance which saw him undertake various roles ranging from Relationship Management to Business Development.
More recently, Tom spent 3 years working for a leading online aggregator within the FinTech space. The platform helped SMEs navigate and understand the numerous forms of financial products available to them. Tom acted as Consultant for these products and later managed relationships with finance providers across the UK.
Other languages spoken: French.