Ellie entered financial services in 2015, bringing her experience in the global insurance market and client relations to atomos when she joined us in 2021. She supports our portfolio managers to deliver investment services to private clients, charities, and trusts. Her focus is working closely with portfolio managers and financial planners to help clients achieve their financial goals.
Ellie is reliable and well-organised, and has a track record of fostering outstanding working relationships with clients and colleagues alike. She is also an Associate member of the Chartered Institute of Securities and Investments (CISI), demonstrating her commitment to professionalism, integrity and excellence.