Lee Dunn Email & Phone Number
Client Director @ Paradigm Norton Financial Planning
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Lee Dunn Location
- Bristol, GB
Lee Dunn Work
- Client Director @ (February 2001 - Present)
- Paraplanner @ Derek Parry Ltd (December 1999 - January 2001)
- Assistant Management Consultant @ (September 1998 - November 1999)
Lee Dunn Education
- University of Bristol
Bachelor of Science (BSc) (Economics/Economic History)
1994-1997
Lee Dunn Skills
- Financial Planning
- Investments
- Chartered Financial Planner
- Certified Financial Planner
- Investment Management Certificate
- Fellow of Personal Finance Society
- Associate of Institute of Finanical Planning
- Strategic Financial Planning
- Retirement Planning
- Pensions
- Wealth Management
- Wealth
- Investment Strategies
- Financial Advisory
- Portfolio Management
- Asset Allocation
- Wealth Management Services
- Asset Management
- Financial Services
- Retirement
- Investment Management
- Investment Advisory
- Sales
- Strategic Planning
- Microsoft Word
- Microsoft Excel
- Marketing
- Customer Service
- Research
Lee Dunn Summary
- Lee Dunn, based in Bristol, GB, is currently a Client Director at Paradigm Norton Financial Planning Ltd. Lee Dunn brings experience from previous roles at Derek Parry Ltd and Winchester White. Lee Dunn holds a 1994 - 1997 Bachelor of Science (BSc) in Economics/Economic History @ University of Bristol. With a robust skill set that includes Financial Planning, Investments, Chartered Financial Planner, Certified Financial Planner, Investment Management Certificate and more. Lee Dunn has 2 mobile phone numbers on RocketReach.
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