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Daniel Davey Location
London, England, GB
Daniel Davey Work
Private Banker @ (June 2025 - Present)
Wealth Management Associate @ (October 2024 - June 2025)
Wealth Manager @ (January 2021 - July 2024)
Wealth Management Executive @ (January 2018 - July 2021)
Private Banking Executive @ (January 2017 - January 2018)
Investor and Treasury Services Analyst @ (January 2016 - January 2016)
Daniel Davey Education
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma
LIBF
BSc (Finance, Investment and Risk)
Daniel Davey Skills
Banking
Financial Analysis
Financial Planning
Holistic Financial Planning
Investment Management
Retirement Planning
Daniel Davey Summary
Daniel Davey, based in London, England, GB, is currently a Private Banker at Barclays Private Bank. Daniel Davey brings experience from previous roles at Barclays Wealth Management and Pantheon Wealth Partners . Daniel Davey holds a Investment Advice Diploma @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Banking, Financial Analysis, Financial Planning, Holistic Financial Planning, Investment Management and more. Daniel Davey has 1 emails on RocketReach.
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