Billy is involved in building out the Omba Managed Portfolio Proposition across the intermediary channel of IFA’s. Prior to Omba, Billy managed and developed the Midlands region for AJ Bell Platform and Investment business, representing over Ā£800m in new flows annually. He spent a number of years launching the Vitality Wealth Proposition and previously spent 10 years as a regulated Stockbroker and Financial Advisor for Edward Jones and then moved onto a boutique investment house- Equitrade Capital specialising in derivatives. He also spent time starting out his career at Microsoft and Trafigura as a Business Analyst.
Billy completed his BSC in Accounting and Financial Management from Loughborough University and completed Level 4 in CISI Investment Advice Diploma and Cii Diploma in Financial Planning. He also holds Part-Qual status with CIMA (Chartered Institute of Management Accountants).