Daniel Waugh Email
Wealth Management Partner @ True Potential LLP
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Daniel Waugh Location
- Sunderland, GB
Daniel Waugh Work
- 2022 -now Wealth Management Partner @
- 2015 -2022 Financial Consultant @
- 2014 -2015 Trainee Financial Consultant @
- 2011 -2014 Paraplanner - Specialising in Pensions @ Ashcourt Rowan
- 2008 -2010 Paraplanner @
- 2007 -2008 Systems Administrator @ Blueprint Financial Services
- 2006 -2007 Senior Administrator @ Blueprint Financial Services
- 2006 -2006 Team Leader @
- 2005 -2006 Broker support @
Daniel Waugh Education
- The Manchester Metropolitan University
BA (Hons) Economics
2000-2003 - Chartered Insurance Institute
Daniel Waugh Skills
- Pensions
- Legal Liability
- Customer Experience
- Service Delivery
- CRM
Daniel Waugh Summary
- Daniel Waugh, based in Sunderland, GB, is currently a Wealth Management Partner at True Potential LLP. Daniel Waugh brings experience from previous roles at Lowes Financial Management, Ashcourt Rowan and Advies Private Clients LLP. Daniel Waugh holds a 2000 - 2003 BA (Hons) Economics @ The Manchester Metropolitan University. With a robust skill set that includes Pensions, Legal Liability, Customer Experience, Service Delivery, CRM and more. Daniel Waugh has 2 emails on RocketReach.
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Top True Potential LLP Employees
Bruce Inglis
Head of Digital
Edinburgh, GB
Susan Torrance
Head of People Change
Edinburgh, GB
Stuart Dodson
CEO - True Potential Wealth Management
Newcastle upon Tyne, GB
Jeffrey Casson
Chief Executive Officer
Edinburgh, GB
Chris Leyland
Head of Investment Distribution
Newcastle upon Tyne, GB
Paula Fcis
Head of Company Secretariat
Brough, GB
Christian Gardner
Head Of Compliance
Newcastle upon Tyne, GB
Gordon Ledger
Head of Information Security
Newcastle upon Tyne, GB
Aidan O'Kane
Head of True Potential Adviser Services
Newcastle upon Tyne, GB
John Watson
Head of Operational Change
Newcastle upon Tyne, GB
Gemma Proctor
Head of People Operations
United Kingdom
David Reid
Chief Technology Officer
Newcastle upon Tyne, GB
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