1993 -1995 Regional Sales Manager @ Clerical Medical International
1990 -1993 Regional Manager @
1988 -1990 Consultant @
Mike McWilliam Education
Heriot Watt University 1980-1981
Boroughmuir High School 1974-1977
Mike McWilliam Skills
Wealth Management
Retirement Planning
Inheritance Tax Planning
Strategic Financial Planning
Wealth
Investment Advisory
Asset Managment
Financial Advisory
Retirement
Portfolio Management
Estate Planning
Income Protection
Protection
Insurance
Financial Services
Funding
Wealth Management Services
Mutual Funds
Fixed Annuities
Life Insurance
Asset Allocation
Trusts
Savings
Financial Planners
Personal Finance
Asset Management
Wealth Accumulation
Mortgage Lending
Hedge Funds
Critical Illness
Investment Management
High Net Worth Individuals
Private Banking
Financial Markets
Relationship Management
Structured Products
Term Life Insurance
Financial Risk
Superannuation
Bonds
Securities
Residential Mortgages
Pension Funds
Long-term Care
Equities
Personal Financial Planning
Fixed Income
Financial Structuring
Commercial Mortgages
SIPP
Customer Service
Sales
SQL
Business Analysis
Microsoft Excel
Long Term Care
Mike McWilliam Summary
Mike McWilliam, based in Edinburgh, Scotland, GB, is currently a Business Development Director at Deepbridge Capital LLP. Mike McWilliam brings experience from previous roles at Paradigm Financial Partners, Scottish Life, Clerical Medical International and Royal Bank of Scotland. Mike McWilliam holds a 1980 - 1981 Heriot Watt University. With a robust skill set that includes Wealth Management, Retirement Planning, Inheritance Tax Planning, Strategic Financial Planning, Wealth and more. Mike McWilliam has 2 emails and 1 mobile phone numbers on RocketReach.
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