2008 -now Associate Director (Wealth) at Progeny @
2005 -2008 Senior Broker Consultant @
2000 -2005 Financial Planning Manager @
Alex Shaw Education
The University of Huddersfield
Bachelor of Arts (BA) (Business Studies)
1999-2000
Batley Grammar School
(11 GCSE, 4 'A' Level)
1989-1996
Alex Shaw Skills
Wealth Management
Pensions
Retirement Planning
Strategic Financial Planning
Investments
Inheritance Tax Planning
Financial Advisory
Financial Planning
Wealth
Protection
Retirement
Income Protection
High Net Worth Individuals
Critical Illness
Term Life Insurance
Investment Advisory
Estate Planning
Savings
Investment Strategies
Health Insurance
Financial Advice
Employee Benefits
Annuities
Personal Tax Planning
Pension Schemes
Individual Pension Plans
Pension Funds
Shareholder Protection
Key Person Insurance
Key Person Protection
Investment Management
Financial Modeling
Personal Financial Planning
Financial Services
Company Presentations
Retirement Solutions
Retirement Income Strategies
Retirement Savings
Fixed Annuities
Customer Service
Real Estate
Investment Properties
Sellers
Project Planning
Management
Microsoft Office
Alex Shaw Summary
Alex Shaw, based in Leeds, GB, is currently a Associate Director (Wealth) at Progeny at Progeny. Alex Shaw brings experience from previous roles at Aegon UK and Barclays Wealth. Alex Shaw holds a 1999 - 2000 Bachelor of Arts (BA) in Business Studies @ The University of Huddersfield. With a robust skill set that includes Wealth Management, Pensions, Retirement Planning, Strategic Financial Planning, Investments and more. Alex Shaw has 1 emails and 2 mobile phone numbers on RocketReach.
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