Tasha Lenny

Tasha Lenny

Financial Planning Manager Dip Fa @ Nationwide Building Society

About Tasha Lenny

Tasha Lenny is a Financial Planning Manager at Nationwide Building Society, where she has worked since 2016. She has over a decade of experience in various roles within the organization, including mortgage consulting and personal banking.

Work at Nationwide Building Society

Tasha Lenny has a significant tenure at Nationwide Building Society, beginning her career there in 2006. She served as a Customer Service Representative for two years before transitioning to a Customer Host role for eight months. From 2009 to 2013, she worked as a Personal Banking Manager, where she managed customer relationships and banking services. In 2013, she became a Mortgage Consultant, holding this position until 2016. Since then, she has been working as a Financial Planning Manager, a role she has held for eight years.

Education and Expertise

Tasha Lenny holds a Diploma in Financial Advice (DipFA), which underpins her expertise in financial planning. This qualification equips her with the necessary knowledge to provide sound financial advice and manage client portfolios effectively. Her progression through various roles at Nationwide Building Society demonstrates her growing expertise in the financial services sector.

Background

Tasha Lenny began her career in the financial services industry at Nationwide Building Society in Sutton, Surrey, United Kingdom. Over the years, she has gained extensive experience in customer service and financial management. Her various roles have allowed her to develop a comprehensive understanding of the banking sector and the needs of clients.

Career Progression

Tasha Lenny's career at Nationwide Building Society reflects a clear trajectory of professional growth. Starting as a Customer Service Representative, she advanced through several positions, including Customer Host and Personal Banking Manager, before specializing as a Mortgage Consultant. Her current role as Financial Planning Manager highlights her expertise in financial advisory services and her commitment to client financial well-being.

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