Dan Atkinson Location
Hatfield, GB
Dan Atkinson Work
- 2020 - now Head of Technical @ Paradigm Norton Financial Planning
- 2020 - 2024 Chairman of the CISI Paraplanner Interest Group @ The Chartered Institute for Securities & Investment (The CISI)
- 2016 - 2020 Head of Technical @ EQ Investors
- 2014 - 2016 Senior Technical Consultant @ EQ Investors
- 2014 - 2014 Senior Technical Consultant @ Truestone Asset Management
- 2010 - 2014 Technical Consultant @ Truestone Asset Management
- 2007 - 2010 Administrator @ Truestone Asset Management
- 2005 - 2007 Trading Team Administrator @ Selestia
Dan Atkinson Education
- University of Hertfordshire
BSc(Hons) 2.1 (Music Technology)
2002 - 2005 - Prospect School1995 - 2002
- Ranikhet Primary School1989 - 1995
Dan Atkinson Skills
- Paraplanning
- Financial Planning
- Retirement Planning
- Inheritance Tax Planning
- Strategic Financial Planning
- Wealth Management
- Pensions
- Estate Planning
- Investments
- Writing
Dan Atkinson Summary
Dan Atkinson, based in Hatfield, GB, is currently a Head of Technical at Paradigm Norton Financial Planning. Dan Atkinson brings experience from previous roles at The Chartered Institute for Securities & Investment (The CISI), EQ Investors and Truestone Asset Management. Dan Atkinson holds a 2002 - 2005 BSc(Hons) 2.1 in Music Technology @ University of Hertfordshire. With a robust skill set that includes Paraplanning, Financial Planning, Retirement Planning, Inheritance Tax Planning, Strategic Financial Planning and more. Dan Atkinson has 1 emails on RocketReach.
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