Daniel Afan-Jones Email & Phone Number
Founder and CEO @ Bonsai Smart Wealth
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Daniel Afan-Jones Location
- United Kingdom
Daniel Afan-Jones Work
- Founder and CEO @ (May 2024 - Present)
- Chairman @ (June 2024 - Present)
- Member @ (June 2025 - Present)
- Member @ (August 2025 - Present)
- Chief Advisory Officer and Private Client Adviser @ (April 2018 - June 2024)
- Private Wealth Management @ (October 2012 - April 2018)
- Financial Products Sales and Analytics @ (June 2012 - October 2012)
- Execution and Clearing @ (June 2010 - June 2011)
Daniel Afan-Jones Education
- Loughborough University
BSc (International Business)
2008-2012
Daniel Afan-Jones Skills
- Account Management
- Asset Management
- Banking
- Bloomberg Terminal
- Capital Markets
- Change Management
- Clearing
- Climate Change
- Collateral Management
- Commodity Markets
- Customer Service
- Derivatives
- Equities
- Event Management
- Finance
- Financial Advisory
- Financial Analysis
- Financial Markets
- Financial Services
- Fixed Income
- Foreign Exchange
- Investment Banking
- Investments
- Liquidity Management
- Management
- Microsoft Excel
- Negotiation
- Portfolio Management
- Private Bank
- Private Banking
- Private Equity
- Risk Management
- Sales
- Sales Management
- Sales Operations
- Securities
- Socially Responsible Investing
- Teamwork
- Venture Capital
- Wealth Management
- financial planning
- private wealth management
Daniel Afan-Jones Summary
- Daniel Afan-Jones, based in United Kingdom, is currently a Founder and CEO at Bonsai Smart Wealth. Daniel Afan-Jones brings experience from previous roles at Atlas Wealth, OPUS, GBx and Apollo Private Wealth. Daniel Afan-Jones holds a 2008 - 2012 BSc in International Business @ Loughborough University. With a robust skill set that includes Account Management, Asset Management, Banking, Bloomberg Terminal, Capital Markets and more. Daniel Afan-Jones has 3 emails and 7 mobile phone numbers on RocketReach.
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