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Ben Truman Location
Henley-on-Thames, GB
Ben Truman Work
Director International Business Development @ (January 2023 - Present)
Director International Business Development @ (January 2023 - Present)
Head of Sales at AAO Holdings @ Freehold Capital (August 2022 - January 2023)
Sales Development Manager @ (January 2016 - August 2022)
National Account Manager UK and Channel Islands @ (January 2009 - December 2015)
Regional Sales Manager @ (January 2007 - January 2009)
Sales Consultant UK, Israel, Malta and Egypt @ (May 2005 - January 2007)
Sales Support Cyprus, Greece and Israel @ (May 2004 - May 2005)
PPB New Business Team Leader @ (January 2001 - January 2004)
Ben Truman Education
Chartered Insurance Institute 2011-2012
Chartered Insurance Institute
(Financial Planning Certificate)
2002-2003
Ben Truman Skills
QROPS
Estate Planning
Financial Advisory
Pensions
SIPP
Business Relationship Management
Insurance
International Sales
Account Management
Sales
Financial Planning
Portfolio Management
Sales Operations
Investments
Relationship Management
Business Development
Port
Team Leadership
Strategic Planning
Investment Advisory
Asset Allocation
Income Protection
Financial Services
Strategy
Wealth Management
Life Insurance
Mutual Funds
Business Planning
Savings
High Net Worth Individuals
Risk Management
Asset Management
Trusts
Pension Funds
Protection
Management
Project Management
Offshore Investments
Inheritance Tax Planning
Investment Management
Ben Truman Summary
Ben Truman, based in Henley-on-Thames, GB, is currently a Director International Business Development at P1 Capital. Ben Truman brings experience from previous roles at Regatta Financial Solutions, Freehold Capital, Hansard and Friends Provident International. Ben Truman holds a 2011 - 2012 Chartered Insurance Institute. With a robust skill set that includes QROPS, Estate Planning, Financial Advisory, Pensions, SIPP and more. Ben Truman has 1 emails on RocketReach.
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