David Ellener Email
Paraplanner and Research Analyst @ Qi Financial Solutions Ltd
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David Ellener Location
- South Croydon, GB
David Ellener Work
- Paraplanner and Research Analyst @ (September 2021 - Present)
- Paraplanner @ Redwood Financial Services (June 2018 - September 2021)
- Paraplanner @ (February 2017 - June 2018)
- Investment Analyst @ (April 2011 - February 2017)
- Paraplanner @ (November 2005 - April 2011)
- Paraplanner @ Clear Financial Management (November 2004 - November 2005)
- PA and Paraplanner @ Trinity Financial Advisers (July 2000 - November 2004)
- Compliance Officer @ Smart & Cook Financial Services (December 1998 - May 2000)
David Ellener Education
- Oakbank Grammar
David Ellener Skills
- Alternative Investments
- Wealth Management
- Financial Advisory
- Portfolio Management
- Strategic Financial Planning
- Investment Strategies
- Due Diligence
- Investments
- Asset Management
- Hedge Funds
- Pensions
- Finance
- Investment Management
- Investment Advisory
- Asset Allocation
- Retirement Planning
- Equities
- Financial Planning
- Mutual Funds
David Ellener Summary
- David Ellener, based in South Croydon, GB, is currently a Paraplanner and Research Analyst at Qi Financial Solutions Ltd. David Ellener brings experience from previous roles at Redwood Financial Services, John Lamb LLP, EQ Investors and Baker Gladstone & York Limited. David Ellener holds a Oakbank Grammar. With a robust skill set that includes Alternative Investments, Wealth Management, Financial Advisory, Portfolio Management, Strategic Financial Planning and more. David Ellener has 1 emails on RocketReach.
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