The Chartered Institute for Securities & Investment (The CISI)
Chartered Wealth Manager Qualification
2015 - 2017
The Chartered Institute for Securities & Investment (The CISI)
Investment Advice Diploma (Securities)
2014 - 2014
The University of Edinburgh
BSc (Hons) (Mathematics)
2006 - 2010
CFA Institute
Investment Management Certificate
St Mary’s University, Twickenham
Postgraduate Certificate (International Business Practice)
2012 - 2013
The Royal High School
2000 - 2006
David Taylor's Skills
Analysis
Investigative Research
Microsoft Excel
VBA
PowerPoint
Mathematics
Asset Management
Risk Modeling
Risk Models
Organisational Leadership
David Taylor's Summary
David Taylor, based in Edinburgh, Edinburgh, United Kingdom, is currently a Business Intelligence Manager at Saracen Fund Managers Ltd, bringing experience from previous roles at Game4Padel Ltd, Self-employed, Keep The World Running and Nuisance Limited. David Taylor holds a 2015 - 2017 Chartered Wealth Manager Qualification @ The Chartered Institute for Securities & Investment (The CISI). With a robust skill set that includes Analysis, Investigative Research, Microsoft Excel, VBA, PowerPoint and more, David Taylor contributes valuable insights to the industry. David Taylor has 2 emails and 1 mobile phone number on RocketReach.