Nucleus Financial
Dr. Syreeta Gunn is a seasoned professional with extensive experience in financial services and administration. Currently serving as a Technical Analyst in Business Change at Nucleus Financial since December 2020, Dr. Gunn previously held roles including Assistant Manager in Investor Servicing at GENPACT UK and Wrap Administrator at Citi. Dr. Gunn has a strong background in managing client requests related to stocks and shares transfers, ensuring timely processing within service level agreements to enhance customer satisfaction. With a Doctorate in Corporate Business Administration from American University in London and multiple MBA degrees, Dr. Gunn combines academic excellence with practical expertise in investment administration and customer service across various organizations.
Nucleus Financial
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Nucleus Financial Group PLC, formerly Nucleus Financial Group Limited, is a United Kingdom-based company, which rovides independent wrap platform services to over 2, 200 adviser users across more than 800 financial adviser firms. The Company's wrap platform with access to a range of tax wrappers and an open architecture approach to investments. The Company's platform allows users to combine all of clients' assets into a single, manageable online account. The Platform offers a range of custody, trading, payment, reporting, fee-handling, research and integration services and a variety of tax wrappers. Asset choices including cash, OEICs, Unit Trusts, offshore funds, structured products and listed securities, including ETFs and investment trusts, are available through the Platform.