Rona Wallace Email & Phone Number
Private Client Manager @ Gary Walker Wealth Management
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Rona Wallace Location
- United Kingdom
Rona Wallace Work
- 2019 - now Private Client Manager @
- 2011 - now Paraplanner @
- 2008 - 2011 Wealth Management Consultant @
- 1999 - 2008 Independent Financial Advisor @
- 1973 - 1999 Mortgageshop Manager @
Rona Wallace Education
- Larbert High School 1967 - 1973
Rona Wallace Skills
- Pensions
- Wealth Management
- Sales
- Income Protection
- Inheritance Tax Planning
- Strategic Financial Planning
- Management
- Retirement Planning
- Wealth
- Investments
- High Net Worth Individuals
- Financial Advisory
- Wealth Management Services
- Retirement
- Private Banking
- Financial Services
- Estate Planning
- Savings
- Mortgage Lending
- Protection
- Relationship Management
- High Net Worth
- Strategic Financial
- Business Relationship Management
- Financial Planning
- Pension Funds
- Paraplanning
- Client Services
Rona Wallace Summary
- Rona Wallace, based in United Kingdom, is currently a Private Client Manager at Gary Walker & Co. Wealth Management. Rona Wallace brings experience from previous roles at Gary Walker & Co. Wealth Management, Lloyds Banking Group, ALEX HUTCHEON & COMPANY (FS) LTD and RBS. Rona Wallace holds a 1967 - 1973 Larbert High School. With a robust skill set that includes Pensions, Wealth Management, Sales, Income Protection, Inheritance Tax Planning and more. Rona Wallace has 1 mobile phone numbers on RocketReach.
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