Cert Robert O'Connor Dippfs Email
Senior Financial Consultant @ Edgewater
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Cert Robert O'Connor Dippfs Location
- Isle of Man
Cert Robert O'Connor Dippfs Work
- 2014 -now Senior Financial Consultant @
- 2013 -2014 Senior Independent Financial Consultant @ Blackford Financial Services
- 2011 -2012 Senior Client Relationship and Business Development Manager @ Kleinwort Benson International Kleinwort Benson
- 2010 -2011 Owner and Principal @ activefinance4u.com
- 2008 -2010 Manager, Private Banking @
- 1998 -2008 Financial Services Manager and International Financial Manager @
Cert Robert O'Connor Dippfs Education
- Isle of Man College 2002-2011
- Jersey Business School 1994-2002
- University of London
(Banking, Economics)
1990-1994 - Southend High Grammar School for Boys 1988-1990
- St Thomas More High School for Boys 1983-1988
Cert Robert O'Connor Dippfs Skills
- Managing Client Relationships
- Financial Advisory
- International Business
- Banking
- Business Relationship Management
- Interviewing
- International Sales
- Insurance
- Retirement Planning
- Valuation
- Financial Planning
- Start Ups
- Excellent communication skills
- Global Business Development
- Driven Resilient
- Private Wealth Management
- Relationship Management
- Business Development
- Self Motivation Self Starter
- Mentoring
- Go Get Mentality
- Team Leadership
- Team Management
- Investment Advisory
- Delivering A Quality Service
- Financial Services
- Wealth Management
- Sales Management
- Mutual Funds
- Direct Sales
- Strategic Financial Planning
- Entrepreneur
- Investment Strategies
- Leading People
- Microsoft Excel
- New Business Development
- Credit
- Change Management
- Business Change Management
- Wealth
- Organizational Change
- Leading Sales
- Compliant Regulated Sales
- Protection
- Small Business
- Product Development
- Investment Banking
- Due Diligence
- Mortgage
- Project Management
- Private Banking
- Marketing Strategy
- Loans
Cert Robert O'Connor Dippfs Summary
- Cert Robert O'Connor Dippfs, based in Isle of Man, is currently a Senior Financial Consultant at Edgewater Associates Limited. Cert Robert O'Connor Dippfs brings experience from previous roles at Blackford Financial Services, Kleinwort Benson International Kleinwort Benson, activefinance4u.com and Lloyds Banking Group. Cert Robert O'Connor Dippfs holds a 2002 - 2011 Isle of Man College. With a robust skill set that includes Managing Client Relationships, Financial Advisory, International Business, Banking, Business Relationship Management and more.
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