Stephen McBrien Email
Paraplanner @ Davy
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Stephen McBrien Location
- Belfast, GB
Stephen McBrien Work
- 2023 -now Paraplanner @
- 2021 -2023 Paraplanner @
- 2017 -2021 Administrator and Paraplanner @
- 2015 -2017 Customer Advisor and Acting Bank Manager @
- 2013 -2015 Service Advisor @
- 2010 -2013 Duty Manager @
Stephen McBrien Education
- Chartered Insurance Institute
Diploma in Regulated Financial Planning (Financial Planning and Services)
2018-2020 - Queen's University Belfast
Bachelor of Science (BSc Hons) (Management & Information Systems)
2005-2009
Stephen McBrien Skills
- Microsoft Office
- Banking
- Relationship Management
- Public Speaking
- Credit
- Team Leadership
- KYC
- Customer Service
- Financial Services
- Project Planning
- Sales
- Budgets
Stephen McBrien Summary
- Stephen McBrien, based in Belfast, GB, is currently a Paraplanner at Davy. Stephen McBrien brings experience from previous roles at Knightsbridge Wealth Management, Arthur Dodds & Co Ltd and Danske Bank UK. Stephen McBrien holds a 2018 - 2020 Diploma in Regulated Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Microsoft Office, Banking, Relationship Management, Public Speaking, Credit and more. Stephen McBrien has 1 emails on RocketReach.
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