David McSi Email
Business Development | Investment Consultant @ Concentric Investment Consultancy
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David McSi Location
- Saint Helier, JE
David McSi Work
- 2024 - now Business Development | Investment Consultant @
- 2024 - now Co-chair Sponsorship @
- 2023 - 2024 Financial Planning Consultant @
- 2016 - 2020 Private Banker @
- 2013 - 2014 Home Economist and Food Stylist for film and TV @ Outlander LLP
- 2013 - 2014 Manager @ Wee Guys Deli
- 2006 - 2013 Client Relationship Manager @
- 2005 - 2006 Home Finance Adviser @
- 2004 - 2005 Customer Manager @
- 2000 - 2002 Records and Resources Manager @ Jadson Healthcare
- 2002 - 2004 Sales Adviser @
- 2021 - 2023 High Net Worth Premier Wealth Manager @
- 2020 - 2021 Financial Planning Consultant @
- 2014 - 2016 International Wealth Manager @
- 1998 - 2000 Manager @ Italmania
David McSi Education
- Chartered Institute for Securities & Investment
PCIAM
2017 - 2018 - Chartered Insurance Institute
Diploma in Regulated Financial Planning
2011 - 2012 - kelvinside academy 1990 - 1996
David McSi Summary
- David McSi, based in Saint Helier, JE, is currently a Business Development | Investment Consultant at Concentric Group. David McSi brings experience from previous roles at IoD Jersey, Quilter Cheviot, Santander Private Banking and Outlander LLP. David McSi holds a 2017 - 2018 PCIAM @ Chartered Institute for Securities & Investment. David McSi has 1 emails on RocketReach.
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Others Named David McSi
Dave McSi
Senior Wealth Planning Executive
United Kingdom
Top Concentric Investment Consultancy Employees
Tracey Freeman
Head of Compliance
Saint Helier, JE
Gordon Bennie
Chief Executive Officer
Saint Helier, JE
Kevin Goodbody
Wealth Consultant
Saint Helier, JE
Jason Kon
Wealth Consultant
Saint Peter Port, Guernsey
Kathryn McDonald
Research Analyst
Saint Helier, JE
David McSi
Business Development | Investment Consultant
Saint Helier, JE
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