2015 -2025 Operations Manager (North and Northern Ireland) @ St. James's Place Wealth Management
2014 -2015 Business Assurance Officer @
2013 -2014 Customer Service Representative @
2009 -2012 Financial Adviser @
2005 -2009 Sales Support Adviser @
2002 -2005 Intermediary Account Manager @
David Bell Education
University of Strathclyde
BA (Marketing & Human Resources)
1996-1999
Forrester High School 1990-1996
David Bell Skills
Finance
Life Insurance
Marketing
Loans
Financial Services
Financial Risk
Retail Banking
Investments
Microsoft Office
Pensions
Commercial Banking
Retirement Planning
Wealth Management
Private Banking
Mortgage Lending
Mutual Funds
Asset Based Lending
Portfolio Management
David Bell Summary
David Bell, based in Edinburgh, GB, is currently a Head of Advice - Quality at Behavioural Finance. David Bell brings experience from previous roles at St. James's Place Wealth Management, St James's Place Wealth Management, Aegon and Bank of Scotland. David Bell holds a 1996 - 1999 BA in Marketing & Human Resources @ University of Strathclyde. With a robust skill set that includes Finance, Life Insurance, Marketing, Loans, Financial Services and more. David Bell has 2 emails and 1 mobile phone numbers on RocketReach.
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