Tracey Daniel Location
- Cardiff, GB
Tracey Daniel Work
- 2024 - now Wealth Director @
- 2023 - 2024 Private Client Manager @
- 2021 - 2023 Owner and Chartered Financial Planner @ ACTA Planning Ltd
- 2018 - 2020 Certified Financial Planner @
- 2015 - 2018 Head of Compliance @
- 2014 - 2015 Certified Financial Planner and Paraplanner @
- 2014 - 2014 Certified Financial Planner and Interim Financial Planning Manager @
Tracey Daniel Skills
- Leadership
- Financial Advisory
- Personal Pensions
- Microsoft Office
- Management
- Strategic Financial Planning
- Investments
- Microsoft Excel
- Pensions
- Finance
- Compliance
- Training
- Customer Service
- Financial Analysis
- Financial Services
- Retirement Planning
- Wealth Management
- Financial Planning
- Financial Accounting
- Asset Management
- Pension Funds
- Portfolio Management
- Insurance
- Risk Management
Tracey Daniel Summary
- Tracey Daniel, based in Cardiff, GB, is currently a Wealth Director at Brooks Macdonald. Tracey Daniel brings experience from previous roles at Brooks Macdonald, ACTA Planning Ltd, MULBERRY WEALTH MANAGEMENT LIMITED and CST Wealth Management. With a robust skill set that includes Leadership, Financial Advisory, Personal Pensions, Microsoft Office, Management and more. Tracey Daniel has 1 emails on RocketReach.
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Top Brooks Macdonald Employees
Lisa Ciccotto
Head of HR Business Partnering
London, GB
Andrea Montague
Chief Executive Officer
London, GB
David Rose
Senior Investment Director
London, GB
Euan Munro
Non Executive Director
London, GB
Katy Brecht
Head of Talent and Development
London, GB
Cormac Roddy
Head of Finance Systems
United Kingdom
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