David Dippfs Email
Business Development Director @ TrinityBridge
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David Dippfs Location
- Edinburgh, Scotland, GB
David Dippfs Work
- Business Development Director @ (October 2022 - Present)
- Business Development Manager @ (August 2021 - October 2022)
- Business Development Manager @ (May 2018 - August 2021)
- Platform Relationship Manager @ (April 2016 - May 2018)
- Platform Consultant @ (September 2014 - April 2016)
- Account Manager @ Prudential (August 2013 - September 2014)
- Dedicated Account Support @ (July 2005 - August 2013)
- Employee Benefits Administrator @ (June 1999 - July 2005)
David Dippfs Education
- Chartered Insurance Institute
Certificate in Financial Planning (Diploma in Financial Planning)
2013-2014 - Bathgate Academy
- Chartered Insurance Institute
Diploma in Financial Planning
David Dippfs Skills
- Financial Advisory
- Stakeholder Management
- Pensions
- Salesforce.com
- Retirement Planning
- Sales
- Critical Illness
- Investments
- Relationship Management
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Underwriting
- Defined Benefit
- Wealth
- Pension Funds
- Management
- Inheritance Tax Planning
- Retirement
- Employee Benefits
- Strategy
- Financial Planning
- Business Development
- Sales Management
- Investment Strategies
- Leadership
- Proposition Development
- Investment Advisory
- Finance
- Wealth Management Services
- Business Relationship Management
- Protection
- B2b
- Informal Mentoring and Coaching
- Account Management
- Investment Platforms
- Team Leadership
- Strategic Financial Planning
- Trust
- Savings
- High Net Worth Individuals
- Emotional Intelligence
David Dippfs Summary
- David Dippfs, based in Edinburgh, Scotland, GB, is currently a Business Development Director at TrinityBridge. David Dippfs brings experience from previous roles at Triple Point, Just Group plc, Standard Life Aberdeen and Standard Life. David Dippfs holds a 2013 - 2014 Certificate in Financial Planning in Diploma in Financial Planning @ Chartered Insurance Institute. With a robust skill set that includes Financial Advisory, Stakeholder Management, Pensions, Salesforce.com, Retirement Planning and more.
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