Iain Dfp Email
Experienced Managing Associate @ GWM
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Iain Dfp Location
- Dubai, AE
Iain Dfp Work
- 2025 -now Experienced Managing Associate @
- 2024 -2025 Experienced Managing Associate @
- 2023 -2024 Head of Property Management @ Nu Avenue Real Estate
- 2020 -2023 Associate Director @
- 2020 -2020 Senior Consultant @
- 2018 -2019 Paraplanner and Client Services UAE @ swissglobal
- 2017 -2018 Head of Business Development @ Swiss Global
- 2014 -2017 Paraplanner @ Swiss Global
- 2013 -2014 Business Development and Trainee Financial Planner @
- 2009 -2013 Senior Customer and Sales Advisor @
- 2007 -2008 Debt Management Executive @ Baines & Ernst
- 2005 -2007 Independent Financial Advisor (IFA) Support @
Iain Dfp Education
- Oldham Sixth Form College
GNVQ Advanced (Information Technology)
1996-1998 - South Chadderton Secondary School
(GCSE - Mathematics, English (Language & Literature), History, Science (Double), P.E, French, Design)
1991-1996
Iain Dfp Skills
- Microsoft Excel
- Investments
- Leadership
- Team Leadership
- Retirement Planning
- Asset Management
- Management
- Financial Risk
- Debt Management
- Life Insurance
- Business Development
- Customer Service
- Account Management
- Critical Illness
- Financial Planning
- Business Planning
- Financial Analysis
- Energy
- Financial Advisory
- Call Centers
- Wealth Management
- Portfolio Management
- Project Management
- Call Center
- Customer Experience
- SAP CRM
- Insurance
- Negotiation
- Strategy
- Customer Retention
- Financial Services
- Banking
- Sales
- Team Management
- Finance
Iain Dfp Summary
- Iain Dfp, based in Dubai, AE, is currently a Experienced Managing Associate at Skybound Wealth Management. Iain Dfp brings experience from previous roles at Mondial (Dubai) LLC, Nu Avenue Real Estate, Indigo Financial Analysis & Consultancy LLC and Verax Financial Solutions. Iain Dfp holds a 1996 - 1998 GNVQ Advanced in Information Technology @ Oldham Sixth Form College. With a robust skill set that includes Microsoft Excel, Investments, Leadership, Team Leadership, Retirement Planning and more. Iain Dfp has 1 emails on RocketReach.
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