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Lee Dunn Location
Bristol, GB
Lee Dunn Work
2001 -now Client Director @
1999 -2001 Paraplanner @ Derek Parry Ltd
1998 -1999 Assistant Management Consultant @
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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