David Stoney Email
Marketing and Communications Lead @ Oakglen Wealth
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David Stoney Location
- London, GB
David Stoney Work
- 2023 -now Marketing and Communications Lead @
- 2019 -2023 Head of Operations and Digital Marketing Manager @
- 2016 -2019 Client Management Team Lead (Associate Director) @
- 2007 -2016 Senior Relationship Manager (Associate Director) @
- 2005 -2007 Senior Administrator (Authorised Officer) @
- 2004 -2005 Authorised Officer @ UBS Laing & Cruickshank
- 2004 -2004 Office Administrator @ SBC Warburg Dillon Read
- 1998 -2004 Produce Assistant @
David Stoney Education
- Middlesex University
Degree (Visual Communication Design - Graphics)
- Middlesex University
BTEC Diploma (Art & Design)
- St. Ignatius College
GCSEs (Art, English Literature & Language, French, Geography, German, Maths, RE & Science (Double Award))
- St. Ignatius College
A-Levels (Art, Classical Civilisation and English Literature)
David Stoney Skills
- Wealth Management
- Private Banking
- Wealth Management Services
- Banking
- Investments
- Portfolio Management
- Equities
- Financial Services
- Asset Management
- Retirement Planning
- Fixed Income
- Securities
- Asset Allocation
- Strategic Financial Planning
- Financial Advisory
- Mutual Funds
- Alternative Investments
- Derivatives
- Pensions
- Risk Management
- Investment Banking
- Back Office
- Relationship Management
- Financial Markets
- Investment Strategies
- Hedge Funds
- Retirement
- PowerPoint
- Lists
- Microsoft Word
- Television
- Management
- Financial Analysis
- Microsoft Excel
David Stoney Summary
- David Stoney, based in London, GB, is currently a Marketing and Communications Lead at Oakglen Wealth. David Stoney brings experience from previous roles at Rosecut and UBS. David Stoney holds a Degree in Visual Communication Design - Graphics @ Middlesex University. With a robust skill set that includes Wealth Management, Private Banking, Wealth Management Services, Banking, Investments and more. David Stoney has 1 emails on RocketReach.
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