Areas of expertise
Linda provides full administrative support in relation to client portfolios. Her role includes managing the take on of new clients and portfolio transfers, overseeing cash reconciliations, the issuing of tax packs and acting as a point of contact for client queries and requests.
She has over twenty years’ experience in the financial services sector. She joined Smith & Williamson in February 2016 from Friends First Commercial Pensions & Investments Division where her role was that of Marketing/Client service adviser for Corporate Investors and Trustees. She previously worked for F&C Asset Management, Goodbody Economic Consultants and Goodbody Private Client Departments.
- BA (Hons) Econ and is an Accredited Product Advisor (APA) Pensions, Investments and Regulation with the LIA
- Registered Representation of the Irish Stock Exchange in 2003.