David Cii Email
Financial Planning Director @ Schroders Personal Wealth
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David Cii Location
- Stockport District, GB
David Cii Work
- Financial Planning Director @ (January 2022 - Present)
- Personal Wealth Advisor @ (June 2019 - January 2022)
- Private Banking and Advice Manager @ (July 2014 - June 2019)
- Senior Wealth Planning Manager @ (September 2007 - July 2014)
- Financial Advisor @ (January 1996 - September 2007)
- Customer Services Executive @ (June 1991 - January 1996)
- Bank Clerk @ (July 1989 - June 1991)
David Cii Skills
- Banking
- Retail Banking
- Stakeholder Management
- Relationship Management
- Commercial Banking
- Financial Services
- Portfolio Management
- Credit Cards
- Wealth Management
- Wealth Management Services
- Investments
- Risk Management
- Financial Analysis
- Sales
David Cii Summary
- David Cii, based in Stockport District, GB, is currently a Financial Planning Director at Schroders Personal Wealth. David Cii brings experience from previous roles at Schroders Personal Wealth, Lloyds Bank Private Banking and Lloyds Banking Group. With a robust skill set that includes Banking, Retail Banking, Stakeholder Management, Relationship Management, Commercial Banking and more. David Cii has 1 emails on RocketReach.
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