2015 -
2016 Investment Assistant and Paraplanner @
2008 -
2015 Investment Process Manager @ BoulterBowen WealthCare
2003 -
2007 Personal Tax Senior @
2001 -
2003 Personal Tax Senior @
Adrian Margrie Education
University of Plymouth
Business Studies
1996
-
2000
Torquay Boys Grammar Sixth Form
A-Levels
1994
-
1996
Cuthbert Mayne School Torquay
9 CGSE's Grade A* - C
1989
-
1994
Adrian Margrie Skills
Investments
Asset Management
Income Tax
Finance
Wealth
Corporate Finance
Financial Analysis
Financial Services
Wealth Management
Financial Planning
Investment Management
Portfolio Management
Retirement Planning
Mergers and Acquisitions
Adrian Margrie Summary
Adrian Margrie, based in Exeter, England, GB, is currently a Operations and Investment Analyst at P1 Investment Management. Adrian Margrie brings experience from previous roles at Prydis, BoulterBowen WealthCare, Darnells Chartered Accountants & Business Advisers and EY. Adrian Margrie holds a 1996 - 2000 Business Studies @ University of Plymouth. With a robust skill set that includes Investments, Asset Management, Income Tax, Finance, Wealth and more. Adrian Margrie has 1 emails on RocketReach.
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