David Williams Email
Investment Oversight Manager @ Valu-Trac Investment Management Ltd.
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David Williams Location
- Bournemouth, England, GB
David Williams Work
- Investment Oversight Manager @ (March 2022 - Present)
- Head of Relationship Management @ (September 2016 - April 2022)
- Head of Distribution @ Host Capital (January 2016 - September 2016)
- Associate Director @ HENWICK PARK DISTRIBUTION LIMITED (December 2014 - January 2016)
- Business Development Manager @ (April 2013 - October 2014)
- Business Development Manager @ (November 2006 - April 2013)
- Client Services Professional @ (April 2001 - October 2006)
David Williams Education
- Bournemouth Grammar School 1994-1996
David Williams Skills
- Strategic Planning
- Relationship Management
- Portfolio Management
- Microsoft Office
- Grammar
- Financial Markets
- Mutual Funds
- Services
- Business Development
- Financial Services
- Investments
- Wealth Management
- Leadership
- Customer Service
- Public Speaking
- Alternative Investments
- Equities
- Asset Management
David Williams Summary
- David Williams, based in Bournemouth, England, GB, is currently a Investment Oversight Manager at Valu-Trac Investment Management Ltd.. David Williams brings experience from previous roles at Valu-Trac Investment Management Ltd., Host Capital, HENWICK PARK DISTRIBUTION LIMITED and T. Bailey Asset Management Limited. David Williams holds a 1994 - 1996 Bournemouth Grammar School. With a robust skill set that includes Strategic Planning, Relationship Management, Portfolio Management, Microsoft Office, Grammar and more. David Williams has 2 emails on RocketReach.
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