1986 -1996 Senior Consultant @ Sun Life Broker Services
Steve Martell Education
CII
Diploma in Financial Planning (FP1,2,3 G60, J10, RO2, RO4, RO8)
1994-2018
The University of Sheffield
BA (Hons) (Business Studies)
1982-1985
Avonhurst
(O Levels and A Levels)
1975-1982
Henleaze 1969-1975
Steve Martell Skills
Sales Management
Strategic Thinking
Leadership
People Development
Marketing Strategy
Investments
Team Leadership
Marketing
Business Development
Team Management
Pensions
Recruiting
Retirement Planning
Management
Sales Operations
Change Management
Training
Sales
Selling
Team Building
Relationship Management
Negotiation
Retirement
Insurance
Strategic Financial Planning
Coaching
Fixed Annuities
Financial Services
Finance
Strategy
Wealth Management
Process Improvement
Financial Advisory
Wealth
Financial Planning
Business Relationship Management
Pension Funds
Microsoft Office
Strategic Planning
Steve Martell Summary
Steve Martell, based in England, United Kingdom, is currently a Business Development Director at Tatton Investment Management Limited. Steve Martell brings experience from previous roles at Just Retirement, Living Time, The Hartford and Prudential Assurance. Steve Martell holds a 1994 - 2018 Diploma in Financial Planning in FP1,2,3 G60, J10, RO2, RO4, RO8 @ CII. With a robust skill set that includes Sales Management, Strategic Thinking, Leadership, People Development, Marketing Strategy and more. Steve Martell has 1 emails on RocketReach.
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