Tracey Daniel Email
Training and Competence Supervisor @ Brooks Macdonald
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Tracey Daniel Location
- Pencoed, GB
Tracey Daniel Work
- 2025 -now Training and Competence Supervisor @
- 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 Pencoed, GB, is currently a Training and Competence Supervisor at Brooks Macdonald. Tracey Daniel brings experience from previous roles at Brooks Macdonald, ACTA Planning Ltd and MULBERRY WEALTH MANAGEMENT LIMITED. 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
James Goward
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London, GB
Alex Ford
Investment Director
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Andrea Montague
Chief Executive Officer
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David Rose
Senior Investment Director
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Andrew Cork
Head of Compliance
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Eva Hatfield
Director of Investor Relations
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Karl Heap
Head of Strategic Partnerships
Chesterfield, GB
Robin Eggar
Chief Commercial Officer
London, GB
Cormac Roddy
Head of Finance Systems
United Kingdom
William Hobbs
Chief Investment Officer
London, GB
James Collyer
Head of Sales
London, GB
Tom Sutton
Head of FP and A
London, GB
Karen Charlery
Chief Operating Officer
United Kingdom
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