David Bell Email & Phone Number
Head of Advice - Quality @ Behavioural Finance
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David Bell Location
- Edinburgh, GB
David Bell Work
- Head of Advice - Quality @ (July 2025 - Present)
- Operations Manager (North and Northern Ireland) @ St. James's Place Wealth Management (October 2015 - July 2025)
- Business Assurance Officer @ (January 2014 - October 2015)
- Customer Service Representative @ (February 2013 - January 2014)
- Financial Adviser @ (January 2009 - November 2012)
- Sales Support Adviser @ (January 2005 - January 2009)
- Intermediary Account Manager @ (December 2002 - January 2005)
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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