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Ruth Tomkin Munro

Investment Transaction Manager

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Ruth Tomkin Munro

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Qualifications

  • Certificate in Financial Services

Further information

Ruth is responsible for supervising all activities associated with the management of client investment and pension portfolios, from day-to-day buying and selling of funds, to portfolio monitoring, transaction settlement, performance measurement and regulatory and client reporting.

With this being a key function Ruth is continuing her professional development by currently studying towards a Diploma in Financial Planning.

In addition, Ruth is passionate about Corporate Social Responsibility and is leading the Kreston Reeves Financial Planning’s Carbon Neutral project, by measuring and reporting the team’s Baseline Carbon Footprint; identifying and implementing areas in which improvements can be made through embracing technology, agile working, working towards the office becoming paperless and offsetting, in addition to encouraging lifestyle changes.

Ruth is also a member of the Kreston Reeves’ Wellbeing Team, positively supporting all staff to ensure that they enjoy good physical, nutritional and mental health at work.

Personal interests

Outside of the office Ruth enjoys music, running, spending time with her family and walking her dog on the beach.

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  • yes I have read the privacy notice and am happy for Kreston Reeves to use my information