Simon Dale Email & Phone Number
Sales Director | Head of Sales | Head of Distribution @ Currently Seeking New Opportunities
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Simon Dale Location
- Gerrards Cross, GB
Simon Dale Work
- 2026 -now Sales Director | Head of Sales | Head of Distribution @
- 2025 -2025 Financial Advisor @
- 2024 -2024 Sales and Distribution Consultant @ Self Employed
- 2021 -2024 Head of UK and European Sales @
- 2020 -2021 Sales and Distribution Consultant
- 2016 -2020 Director | Board Member @ Woodford Funds (Ireland) ICAV
- 2014 -2019 Head of Sales @
- 2013 -2014 Senior Vice President, Head of European Business Development @ Matthews Asia
- 2000 -2013 UK Sales Manager @
- 1996 -2000 Assistant Manager, Broker Desk @
- 1995 -1996 Broker Liaison Executive @ Schroders Unit Trusts Ltd
- 1993 -1995 Clientline Executive @ Schroders Unit Trusts Ltd
- 1987 -1990 Senior Sales Negotiator @ Prudential Property Services
Simon Dale Education
- Chesham High school
High School (A' Level Mathematics and Law)
1985-1987 - Chesham High School
High School (GCE O' Levels x 8)
1981-1985
Simon Dale Skills
- Asset Management
- Mutual Funds
- Relationship Management
- Investments
- Financial Services
- Portfolio Management
- Sales
- Equities
- Investment Management
- Sales Management
- Wealth Management
- Business Development
- CRM
- Alternative Investments
- Investment Strategies
- Salesforce.com
- Sales Presentations
- Asset Managment
- Recruiting
- Marketing Communications
- B2B
- Hedge Funds
- Investment Advisory
- Asset Allocation
- Fixed Income
- Financial Markets
- Coaching
- Training
- Customer Service
- Marketing
- Innovation
- Communication
- Data Analysis
- Problem Solving
- Decision Making
- Leadership
- Teamwork
- Microsoft Office
- Sellers
- Microsoft Excel
- Change Management
- Strategy
- Customer Relationship Management Crm
- Customer Relationship Management
- Business Relationship Management
Simon Dale Summary
- Simon Dale, based in Gerrards Cross, GB, is currently a Sales Director | Head of Sales | Head of Distribution at Currently Seeking New Opportunities. Simon Dale brings experience from previous roles at St. James’s Place, Self Employed and HANetf. Simon Dale holds a 1985 - 1987 High School in A' Level Mathematics and Law @ Chesham High school. With a robust skill set that includes Asset Management, Mutual Funds, Relationship Management, Investments, Financial Services and more. Simon Dale has 1 emails and 2 mobile phone numbers on RocketReach.
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