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Jonathan Dippfs Location
Bath, GB
Jonathan Dippfs Work
Managing Director @ (January 2024 - Present)
Senior Financial Consultant @ (February 2019 - January 2024)
Associate Partner @ St. James's Place Financial Adviser Academy (January 2018 - February 2019)
Senior Account Manager @ (February 2017 - November 2017)
Group Company Director @ (April 2008 - February 2017)
Investment Technical Manager @ (May 2006 - April 2008)
Proposition Development @ (June 2005 - May 2006)
Investment Analyst @ (October 2001 - June 2005)
Jonathan Dippfs Skills
Account Management
Analysis
Asset Management
Business
Business Development
Business Networking
Business Planning
Business Strategy
Change Management
Coaching
Commercial Real Estate
Contract Negotiation
Customer Relationship Management (CRM)
Customer Service
Economics
Educational Leadership
Event Management
Finance
Financial Planning
Financial Services
Holistic Financial Planning
Inheritance Tax Planning
Interpersonal Skills
Investment Strategies
Investments
Leadership
Management
Marketing
Marketing Strategy
Microsoft Excel
Microsoft Office
Negotiation
New Business Development
Pension Schemes
Performance Management
Program Management
Project Management
Project Planning
Retail
Retirement Planning
Sales
Sales Management
Social Media
Socially Responsible Investing
Strategic Planning
Strategy
Tax Planning
Team Building
Team Leadership
Team Management
Training
Customer Relationship Management Crm
Teaching
Public Speaking
Business to Business B2b
Jonathan Dippfs Summary
Jonathan Dippfs, based in Bath, GB, is currently a Managing Director at Knee Financial Planning. Jonathan Dippfs brings experience from previous roles at McKenzie & Co. Financial Consultants, Senior Partner Practice of St. James’s Pla, St. James's Place Financial Adviser Academy, Novia Financial Plc and Knees Home & Electrical. With a robust skill set that includes Account Management, Analysis, Asset Management, Business, Business Development and more. Jonathan Dippfs has 1 emails and 1 mobile phone numbers on RocketReach.
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