Senior Financial Adviser @ (January 2018 - November 2019)
Financial Planning Consultant @ (July 2016 - January 2018)
Senior Associate @ (April 2015 - July 2016)
Associate (Employee Benefits Consultant) @ (November 2005 - April 2015)
Various roles @ (January 1994 - January 2005)
David McSweeney Education
Chartered Insurance Institute 1993-2016
David McSweeney Skills
Financial Planning
Wealth Management
Employee Benefits
Financial Services
Defined Contribution
Pension Administration
Benefits Administration
Pensions
Executive Pay
HR Consulting
Income Protection
Management
Retirement
Insurance
Performance Management
Employee Engagement
Financial Risk
New Business Development
Salary Sacrifice
Auto-enrolment
Investments
Auto Enrolment
Strategy
Microsoft Word
Change Management
David McSweeney Summary
David McSweeney, based in Edinburgh, GB, is currently a Senior Employee Benefits Consultant at Mattioli Woods. David McSweeney brings experience from previous roles at Skipton Building Society, Mercer Jelf Financial Planning and Mercer UK. David McSweeney holds a 1993 - 2016 Chartered Insurance Institute. With a robust skill set that includes Financial Planning, Wealth Management, Employee Benefits, Financial Services, Defined Contribution and more. David McSweeney has 2 emails on RocketReach.
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