Premier Relationship Manager @ (January 2013 - July 2016)
Financial Advisor @ (May 2007 - January 2013)
Account Manager @ (August 1998 - May 2007)
Richard Dipfa Skills
Investments
Risk Management
Portfolio Management
Financial Services
Banking
Relationship Management
Wealth Management
Retail Banking
Financial Planning
Retirement Planning
Sales
Business Relationship Management
Richard Dipfa Summary
Richard Dipfa, based in Swansea, Wales, GB, is currently a National Manager Private Wealth at WEALTH at work. Richard Dipfa brings experience from previous roles at WEALTH at work, HSBC Retail Banking and Wealth Management and Lloyds Banking Group. With a robust skill set that includes Investments, Risk Management, Portfolio Management, Financial Services, Banking and more. Richard Dipfa has 1 emails on RocketReach.
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