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Sue Wakefield

Investor

Director, Head of Business Development at Zedra

Manchester

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You →Bertie · together at Barclays (2006–2010) →Sue

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Experience

  1. ZEDRA GroupDirectorcurrent2019 — presentUK
  2. ZEDRA GroupTrust Director at ZEDRA UK Trusts2017 — 2019Cheshire
  3. Barclays Wealth ManagementSales Channel & Service Manager - Private Bank Trusts2014 — 2017UK Trusts, Northwich, Cheshire
  4. Barclays Wealth ManagementTrust Manager2011 — 2014U.K. Trusts, Northwich, Cheshire
  5. Barclays Wealth ManagementTrust Administrator and Team Leader1984 — 2011UK Trusts, Northwich Cheshire

Skills & more

Wealth Management6Trust Management6Charitable Trusts1Private Banking3Management2Governance1People Management1Risk Management2Estate Planning1Key Client Relationships1Training1Finance2
  • STEP Diploma for England & Wales — Society of Trust & Estate Practitioners

From Sue's professional profile.

Colleagues at Zedra

Adam Wildbore
Senior Audit Director at Zedra
Cameron Senior
Deputy Regional Head of the Crown Dependencies at Zedra
David Rudge
Regional Head of UK at Zedra
Dean Blackburn
Group Chief Executive Officer at Zedra
Jacqueline Shek
Senior Adviser, Trust Services at Zedra
James Russell
Co-Regional Head of Asia at Zedra
Jamey Dwyer
Head of Active Wealth at Zedra
Joshua Kendal
Client Director, Active Wealth at Zedra

Frequently asked questions

Who is Sue Wakefield?
Director, Head of Business Development at Zedra
Where does Sue Wakefield work?
Sue Wakefield is Director, Head of Business Development at Zedra.
Where did Sue Wakefield go to school?
Sue Wakefield studied at Society of Trust and Estate Practitioners (STEP Diploma England and Wales); Congleton Grammar School for girls.

Shared employers