James Dippfs Email & Phone Number
Senior Wealth Solutions Manager, Client Strategy @ Morningstar
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James Dippfs Location
- London, GB
James Dippfs Work
- 2025 -now Senior Wealth Solutions Manager, Client Strategy @
- 2020 -2025 Adviser Success Manager @
- 2017 -2020 Relationship Manager @
- 2016 -2017 Client Service Manager @
- 2015 -2016 Client Servicing Consultant @
- 2014 -2014 Legal Administrator (Temporary Role) @
- 2012 -2013 Risk Assessment @ Cordell & Co Solicitors
James Dippfs Education
- Reigate College
A-Levels (Economics, Geography, Computing)
2009-2011 - Chartered Insurance Institute
CII Level 4 Diploma in Regulated Financial Planning
2026 - Chartered Insurance Institute
Cetificate in Discretionary Investment Management
2024
James Dippfs Skills
- Management
- Leadership
- Sports Coaching
- Sales
- Phone Etiquette
- Personal Injury Litigation
- Contract Negotiation
- Training
- Integration
- Advertising
- Negotiation
- Microsoft Office
- Pension Administration
- Finance
- Innovation
- Philanthropy
- Redaction
- Charitable Trusts
- Customer Service
- Social Media
- QlikView
- Investment Portfolios
- Behavioral Finance
James Dippfs Summary
- James Dippfs, based in London, GB, is currently a Senior Wealth Solutions Manager, Client Strategy at Morningstar. James Dippfs brings experience from previous roles at Morningstar, Transact and Friends Life UK. James Dippfs holds a 2009 - 2011 A-Levels in Economics, Geography, Computing @ Reigate College. With a robust skill set that includes Management, Leadership, Sports Coaching, Sales, Phone Etiquette and more. James Dippfs has 1 emails on RocketReach.
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