David Williams Email
Investment Oversight Manager @ Valu-Trac Investment Management Ltd.
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David Williams Location
- Bournemouth, England, GB
David Williams Work
- 2022 -now Investment Oversight Manager @
- 2016 -2022 Head of Relationship Management @
- 2016 -2016 Head of Distribution @ Host Capital
- 2014 -2016 Associate Director @ HENWICK PARK DISTRIBUTION LIMITED
- 2013 -2014 Business Development Manager @
- 2006 -2013 Business Development Manager @
- 2001 -2006 Client Services Professional @
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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