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David Dipfa Location
Leeds, GB
David Dipfa Work
Director @ (September 2022 - Present)
Financial Planning Consultant @ (February 2013 - September 2022)
Financial Planning Consultant at Armstrong Watson Financial Planning and Wealth Management @ (February 2013 - September 2022)
Financial advisor @ (January 2008 - January 2013)
Financial Planning Manager @ (January 2005 - January 2008)
Associate Partner @ (January 2003 - January 2005)
David Dipfa Education
Lawnswood School 1987-1990
David Dipfa Skills
Wealth Management Services
Financial Planning
Management
Risk Management
Portfolio Management
Business Strategy
Customer Service
Microsoft Word
Strategy
SQL
Stakeholder Management
Project Management
Financial Analysis
Microsoft Excel
PowerPoint
Project Planning
Change Management
Credit
Strategic Financial Planning
Microsoft Office
Data Warehousing
Governance
David Dipfa Summary
David Dipfa, based in Leeds, GB, is currently a Director at Lockhart Capital Management LLP. David Dipfa brings experience from previous roles at Armstrong Watson, Lloyds Banking Group and Royal Bank of Scotland. David Dipfa holds a 1987 - 1990 Lawnswood School. With a robust skill set that includes Wealth Management Services, Financial Planning, Management, Risk Management, Portfolio Management and more. David Dipfa has 2 emails on RocketReach.
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