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Edward Mortimer
Senior Advisor in Sales and Business Transformation at Henderton
Edward Mortimer is a Senior Advisor for Sales and Operations at Henderton, bringing over 25 years of experience across various stages of the sales cycle. His expertise extends to organizational change and business transformation, which he leverages to enhance sales strategies and operational efficiency within the company.2
Before his current role, Mortimer held positions that allowed him to develop a comprehensive understanding of sales dynamics and client management. His background includes significant experience in investment management, where he previously worked as an Investment Manager at Killik & Co, focusing on discretionary, multi-asset portfolios for retail and institutional clients.1 Mortimer is also an Associate member of the Chartered Institute for Securities & Investment (CISI) and has completed Level I of the Chartered Alternative Investment Analyst (CAIA) program, actively pursuing the full charter.1
In summary, Edward Mortimer's professional journey reflects a strong commitment to advancing sales operations and fostering business transformation within the financial services sector.
