CamOuse Financial Management has been a family business for over 30 years and since 2005, I have championed our unique brand to recruit a dedicated team of well trained and well respected individuals.
In 2018 the business was sold to St Edmundsbury Wealth Management following a carefully constructed exit plan put together by my Father and I. Since the sale I have continued to play a major role in the transition between companies whilst maintaining a strong focus on the retention of the company ethos and core values.
Throughout my time, I have been responsible for the management of multiple business acquisitions, various CRM company-wide transitions and implementing many compliance requirements. I certainly have a countless list of responsibilities, however, these could be compressed to:
• Business development and staff management
• Online management and development
• Recruitment, training and development
• Data management and analysis
• Project planning and implementation
I also enjoy maintaining a close working relationship with many financial and software product providers.