Joseph Mohan Email
Investment Services Development Director @ Dynamic Planner
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Joseph Mohan Location
- United Kingdom
Joseph Mohan Work
- Investment Services Development Director @ (July 2024 - Present)
- Head of Business Development - Asset Management @ (October 2022 - July 2024)
- Relationship Manager - Asset Management Clients @ (October 2015 - October 2022)
- Investment Partnerships Relationship Manager @ Ascentric (September 2014 - October 2015)
- Fund Manager and DFM Relationship Manager @ (June 2012 - July 2014)
- Client Account Manager @ (January 2010 - January 2012)
- Platform Analyst @ (August 2006 - August 2010)
Joseph Mohan Education
- Cardinal Newman RC Comprehensive School 1997-2004
Joseph Mohan Skills
- Investments
- Management
- Mutual Funds
- Investment Management
- Negotiation
- Sales
- Time Management
- Asset Management
- Portfolio Management
- Financial Services
- Investment Strategies
- Risk Management
- Pensions
- Business Relationship Management
Joseph Mohan Summary
- Joseph Mohan, based in United Kingdom, is currently a Investment Services Development Director at Dynamic Planner. Joseph Mohan brings experience from previous roles at Dynamic Planner, Distribution Technology and Ascentric. Joseph Mohan holds a 1997 - 2004 Cardinal Newman RC Comprehensive School. With a robust skill set that includes Investments, Management, Mutual Funds, Investment Management, Negotiation and more. Joseph Mohan has 3 emails on RocketReach.
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