Matthew Dipfa Email & Phone Number
Director
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Matthew Dipfa Location
- Wakefield, GB
Matthew Dipfa Work
- 2014 -now Financial Advisor @
- 2007 -now Director @ Lakeside Wealth Management Ltd.
- 2007 -2008 Director and Financial Adviser @ Personal Touch Financial Services
- 2001 -2007 Financial Adviser @
Matthew Dipfa Education
- Queen Elizabeth Grammar School - Wakefield 1990-2001
Matthew Dipfa Skills
- Research
- Microsoft Excel
- Financial Analysis
- Strategic Planning
- Strategic Financial Planning
- Asset Allocation
- Portfolio Management
- Business Development
- Management
- Negotiation
- Financial Planning
- Leadership Development
- Investment Advisory
- Investment Strategies
- Securities
Matthew Dipfa Summary
- Matthew Dipfa, based in Wakefield, GB, is currently a Director at Lakeside Wealth Management Ltd.. Matthew Dipfa brings experience from previous roles at Lakeside FS Ltd - Financial Solutions, Personal Touch Financial Services and Zurich Financial Services. Matthew Dipfa holds a 1990 - 2001 Queen Elizabeth Grammar School - Wakefield. With a robust skill set that includes Research, Microsoft Excel, Financial Analysis, Strategic Planning, Strategic Financial Planning and more. Matthew Dipfa has 1 emails and 1 mobile phone numbers on RocketReach.
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