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Rob Beverley Location
United Kingdom
Rob Beverley Work
Managing Director - L and P and Bulk Purchase Annuities @ (January 2026 - Present)
Managing Director - Strategic Partnership and Business Development @ (March 2024 - Present)
Head of Business Development and Marketing @ (December 2021 - Present)
Business Development Director @ (July 2019 - December 2021)
Director @ NineDotBox Ltd (October 2014 - July 2019)
Sales Director @ (May 2017 - August 2018)
Founder and Managing Director @ Sentinel Partnership (October 2014 - January 2017)
Institutional Sales Director @ Investment Funds Direct Ltd (Ascentric) (July 2008 - October 2014)
Head of Strategy and Business Development @ InfoComp (April 2007 - June 2008)
Managing Consultant @ adnitor ltd - Specialist wrap and platform consultancy. (April 2004 - July 2007)
Business Lead for Adviser Service Wrap Platform @ American Express Financial Services (November 1999 - April 2004)
Financial Advisor @ Co-Operative Bank & Prudential Assurance Ltd (June 1997 - November 1999)
Rob Beverley Education
CII Financial Planning Certificate 1997-1998
Newport Free Grammar 1986-1991
Rob Beverley Skills
Asset Management
Asset Managment
Business Development
Business Relationship Management
Business Strategy
Change Management
Customer Relationship Management (CRM)
Digital Strategy
Financial Advisory
Financial Planning
Financial Services
Investment Management
Investment Strategies
Investments
Management
Mutual Funds
New Business Development
Pensions
Portfolio Management
Pre-sales
Product Innovation
Proposition Development
Relationship Management
Retirement
Retirement Planning
Sales Management
Sales Operations
Sales Process
Savings
Stakeholder Management
Strategic Financial Planning
Strategy
WRAP
Wealth
Wealth Management
Rob Beverley Summary
Rob Beverley, based in United Kingdom, is currently a Managing Director - L and P and Bulk Purchase Annuities at Equiniti. Rob Beverley brings experience from previous roles at Equiniti and NineDotBox Ltd. Rob Beverley holds a 1997 - 1998 CII Financial Planning Certificate. With a robust skill set that includes Asset Management, Asset Managment, Business Development, Business Relationship Management, Business Strategy and more. Rob Beverley has 1 emails and 1 mobile phone numbers on RocketReach.
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