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Finance Professional
Helen Johnson
,
London, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a finance profession with specialisms in investment and blockchain.
Markets
United Kingdom
Language
German
Good
English
Fluently
Italian
Good
Available
My experience
2017 - ?
freelance
FINANCIAL CONSULTANT
unknown.
Assisting a wide variety of clients with business plans, investment proposals, start up advice. Projects include:
• Business plans for a multinational takeover
• Raising seed funds for a variety of firms including the launch of a cryptocurrency based company in Switzerland •
Financial firm UK start up
• Financial modelling and planning for investment services
• Business Financial planning to gain seed funds
• Review of IT platform from a marketing viewpoint
• Global company strategy review and development
• Assisting Ultra High Net Worth individuals with private investments.
• Business plans for a multinational takeover
• Raising seed funds for a variety of firms including the launch of a cryptocurrency based company in Switzerland •
Financial firm UK start up
• Financial modelling and planning for investment services
• Business Financial planning to gain seed funds
• Review of IT platform from a marketing viewpoint
• Global company strategy review and development
• Assisting Ultra High Net Worth individuals with private investments.
Marketing, It, Net, Cryptocurrency, Development, UP, It platform, Platform
2009 - ?
job
CEO/ENTREPRENEUR
www.commissionanartist.com and www.investmentbox.com.
Strategic Development of my own businesses, establishing new ideas and websites such as
www.commissionanartist.com and www.investmentbox.com
• Commission an Artist was set up as a favour for an artist friend in 2009 and developed into what it is today
• Investment Box is focused around opportunities in the Blockchain
• More recently (since December 2018) I have been developing ideas around the launch of a global film fund
www.commissionanartist.com and www.investmentbox.com
• Commission an Artist was set up as a favour for an artist friend in 2009 and developed into what it is today
• Investment Box is focused around opportunities in the Blockchain
• More recently (since December 2018) I have been developing ideas around the launch of a global film fund
Websites, Movie, Block Chain, It, Ceo, Development, UP
2015 - 2016
job
EDUCATION OFFICER
PERSONAL FINANCE.
SOCIETY NORTH EAST AND BOARD MEMBER OF CHARTERED INSURANCE INSTITUTE
• Board Committee member of the Chartered Insurance Institute
• Collaborating with the Chartered Insurance Institute and the Financial Services industry
• Offering members advice on exams and routes to take
• Active member of the Personal Finance Society committee
• Attending relevant functions and providing input and advice at senior management annual conference
• Board Committee member of the Chartered Insurance Institute
• Collaborating with the Chartered Insurance Institute and the Financial Services industry
• Offering members advice on exams and routes to take
• Active member of the Personal Finance Society committee
• Attending relevant functions and providing input and advice at senior management annual conference
Management, Finance, Insurance
2014 - 2016
job
HEAD OF OFFICE AND PORTFOLIO MANAGER - CF30
SANLAM PRIVATE WEALTH.
• Managing investment portfolios
• Assessing new investment opportunities
• New Business Development from no contacts to 80 intermediaries within 12 months who gave us business
• Relationship Management to clients and intermediaries
• Investment research and construction of portfolios
• Assessing new investment opportunities
• New Business Development from no contacts to 80 intermediaries within 12 months who gave us business
• Relationship Management to clients and intermediaries
• Investment research and construction of portfolios
Business development, Research, Management, Office, Development, Manager
2005 - 2008
job
MANAGER/INVESTMENT MANAGER - CF30
JAMES BREARLEY & SONS, STOCKPORT, BRANCH.
• FSA: Control Function 30
• Head hunted for the role
• Grew the business from £0 to £20million within 18 months
• High Net Worth Client Adviser
• Discretionary Fund Management
• Writing investment reports, quarterly reviews, and company specific analysis
• Responsible for establishing and maintaining business development strategy, generating revenue, and controlling the budget and risks for the office
• Presenting to client groups (from 5 to 30 people) consisting of IFA's, Solicitors, and networking events about our
investment strategy and investment matters.
• Regular appearance on BBC Radio Manchester to discuss investment issues, which resulted in new business
• Head hunted for the role
• Grew the business from £0 to £20million within 18 months
• High Net Worth Client Adviser
• Discretionary Fund Management
• Writing investment reports, quarterly reviews, and company specific analysis
• Responsible for establishing and maintaining business development strategy, generating revenue, and controlling the budget and risks for the office
• Presenting to client groups (from 5 to 30 people) consisting of IFA's, Solicitors, and networking events about our
investment strategy and investment matters.
• Regular appearance on BBC Radio Manchester to discuss investment issues, which resulted in new business
Business development, Writing, Budget, Networking, Management, Controlling, Radio, Presenting, Net, Office, Development, Investment Strategy, Manager
2002 - 2005
job
INVESTMENT MANAGER / BUSINESS DEVELOPMENT & SPECIAL PROJECTS MANAGER FSA
GERRARD LTD.
CONTROL
FUNCTION 30
• Stockbroker and Trader generating revenue of around £250K per year.
• Discretionary Fund Management for individuals, pensions, charities, and companies, generating around £500K per
year.
• Chosen as the regional lead for the fund management of Court of Protection cases and brought in new client funds
to manager (Funds Under Management) of £30m with average case size of £3m.
• Area Project Manager for the Northern Region, implementing new FSA (now FCA) rules, and trainer for the other
regions as well as working on 'issues' such as the Split Trust debacle and potential liabilities.
• Business Development and Network development with solicitors and IFA's.
FUNCTION 30
• Stockbroker and Trader generating revenue of around £250K per year.
• Discretionary Fund Management for individuals, pensions, charities, and companies, generating around £500K per
year.
• Chosen as the regional lead for the fund management of Court of Protection cases and brought in new client funds
to manager (Funds Under Management) of £30m with average case size of £3m.
• Area Project Manager for the Northern Region, implementing new FSA (now FCA) rules, and trainer for the other
regions as well as working on 'issues' such as the Split Trust debacle and potential liabilities.
• Business Development and Network development with solicitors and IFA's.
Business development, Project Manager, Management, Network, Development, Manager
2001 - 2002
job
TEACHER AND ITALIAN
unknown.
TO
ENGLISH TRANSLATOR
(Further details on request).
ENGLISH TRANSLATOR
(Further details on request).
1999 - 2001
job
ANALYST
MORGAN STANLEY DEAN WITTER.
• Graduate Training Scheme working in Trade Support.
• Instrumental in the STP process and contributing to the revolutionization of the global trade settlement, now
completely taken for granted.
• Saved Morgan Stanley £2m in dividends usually accepted as 'written off'.
• Client support and frequently represented Morgan Stanley at client events.
• Instrumental in the STP process and contributing to the revolutionization of the global trade settlement, now
completely taken for granted.
• Saved Morgan Stanley £2m in dividends usually accepted as 'written off'.
• Client support and frequently represented Morgan Stanley at client events.
Training, Support, Analyst, STP
1997 - 1998
internship
TRAINEE IFA
WHITFIELD'S IFA'S, DARLINGTON.
(TAKEN AS A 'YEAR OUT IN INDUSTRY' FROM MY DEGREE)
• Helped the firm to save £10K in costs by claiming everything they should have been claiming
• Cold calling clients who had been to view a property (via deal with local estate agent) and generated around
£20,000 of income throughout my time there
• Reorganised client database and rescued firm from data loss
• Passed Financial Planning Certificates 1, 2, and 3, therefore becoming authorised as an Independent Financial
Adviser (qualification required at the time in 1998)
• Helped the firm to save £10K in costs by claiming everything they should have been claiming
• Cold calling clients who had been to view a property (via deal with local estate agent) and generated around
£20,000 of income throughout my time there
• Reorganised client database and rescued firm from data loss
• Passed Financial Planning Certificates 1, 2, and 3, therefore becoming authorised as an Independent Financial
Adviser (qualification required at the time in 1998)
Database, Agent
My education
n/a
Bachelors, Business Studies
Bachelors, Business Studies
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