David Stead Email
Founder and Managing Director @ Oakcrest Private Office
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David Stead Location
- London, GB
David Stead Work
- 2023 - now Founder and Managing Director @
- 2023 - now Board Observer @
- 2018 - now Chairman @ STSTEAD limited
- 2022 - 2023 Investment Consultant @
- 2019 - 2022 Senior Private Banker @
- 2017 - 2019 Private Banker @
- 2016 - 2017 Private Banker @
- 2013 - 2016 Relationship Manager @
- 2012 - 2014 Mortgage and Protection Manager @
- 2010 - 2012 Mortgage Specialist @
- 2009 - 2009 Intern @
David Stead Education
- Harvard Business School
Program for Leadership Development Candidate (Executive MBA) (Organizational Leadership)
2022 - 2023 - Chartered Insurance Institute
Certificate in Advanced Mortgage Advice (Banking, Corporate, Finance, and Securities Law)
2017 - 2017 - The Chartered Institute for Securities & Investment (The CISI)
Private client investment advice & Managment (Financial Planning and Services)
2016 - 2016 - Sheffield Hallam University
BA (Hons) (Business & Financial Management)
2007 - 2010
David Stead Summary
- David Stead, based in London, GB, is currently a Founder and Managing Director at Oakcrest Private Office. David Stead brings experience from previous roles at KHK CAPITAL LIMITED, STSTEAD limited, Mountstone Partners and Weatherbys Private Bank. David Stead holds a 2022 - 2023 Program for Leadership Development Candidate (Executive MBA) in Organizational Leadership @ Harvard Business School. David Stead has 3 emails on RocketReach.
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Top Oakcrest Private Office Employees
David Stead
Founder and Managing Director
London, GB
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