Danny Szabo Email & Phone Number
Investment Director @ 7IM
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Danny Szabo Location
- England, United Kingdom
Danny Szabo Work
- 2023 -now Investment Director @
- 2018 -2023 Portfolio Manager @
- 2017 -2018 Manager @
- 2013 -2017 Head of Relationship Management @
- 2011 -2013 Senior Financial Consultant @
- 2009 -2011 Financial Advisor @
- 2000 -2009 Portfolio Manager | Business Development Manager @
Danny Szabo Education
- Chartered Institute for Securities and Investment
(Chartered Wealth Manager (Level 7 FCSI), PCIAM, Principles of FP, Securities, Derivatives)
2013-2018 - The London Institute of Banking & Finance
DipFA, CeFA, CeMAP, CSP
2006-2012
Danny Szabo Skills
- Environmental, Social, and Governance (ESG)
- Pensions
- Investments
- Mortgage Lending
- Protection
- Portfolio Management
- Insurance
- Stakeholder Management
- Change Management
- Performance Management
- Business Strategy
- Sales Management
- New Business Development
- Retirement Planning
- Wealth Management
- Income Protection
- Retirement
- Investment Management
- Finance
- Financial Planning
- Financial Services
- Investment Advisory
- Asset Management
- Estate Planning
- Relationship Management
- Banking
- Management
- Financial Advisory
- Investment Strategies
- Equities
- Mutual Funds
- Risk Management
- Securities
- Asset Allocation
- Wealth
- Financial Risk
- Business Relationship Management
- Venture Capital
- Customer Relationship Management (CRM)
- venture
- Customer Relationship Management
Danny Szabo Summary
- Danny Szabo, based in England, United Kingdom, is currently a Investment Director at 7IM. Danny Szabo brings experience from previous roles at Sanlam, Oxford Capital, Evelyn Partners and Nationwide Building Society. Danny Szabo holds a 2013 - 2018 Chartered Institute for Securities and Investment. With a robust skill set that includes Environmental, Social, and Governance (ESG), Pensions, Investments, Mortgage Lending, Protection and more. Danny Szabo has 2 emails on RocketReach.
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Top 7IM Employees
Dean Proctor
Chief Executive Officer
United Kingdom
Liz Paradine
Chief Operations Officer
London, GB
Karen Ottley
Head of Operational Risk
London, GB
Kate Hughes
Chief People Officer
United Kingdom
Ben Kumar
Head of Strategy – Wealth, Public Policy and Investment.
London, England, United Kingdom
Abby Mcsi
Head of Platform Product
Buckhurst Hill, GB
Duncan Blyth
Head of Private Client Portfolio Management
Edinburgh, GB
Duncan Walker
Chief Financial Officer
Cobham, GB
Martyn Surguy
Chief Investment Officer
London, GB
Nick Allen
Chief Integration Officer
London, GB
Rehana Yasin
Head of People - Private Wealth
London, GB
Tony Lawrence
Head of Model Solutions
London, GB
Uwe Ketelsen
Head of Portfolio Management
London, England, GB
Rehana Hasan
Group General Counsel
United Kingdom
Adrian Grace
Chairperson of the Board
Edinburgh, GB
Harriet Massie
Chief Transformation Officer
London, England, GB
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