Tracey Daniel Email
Training and Competence Supervisor @ Brooks Macdonald
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Tracey Daniel Location
- Pencoed, GB
Tracey Daniel Work
- Training and Competence Supervisor @ (December 2025 - Present)
- Wealth Director @ (September 2024 - Present)
- Private Client Manager @ (August 2023 - September 2024)
- Owner and Chartered Financial Planner @ ACTA Planning Ltd (January 2021 - December 2023)
- Certified Financial Planner @ (October 2018 - December 2020)
- Head of Compliance @ (March 2015 - October 2018)
- Certified Financial Planner and Paraplanner @ (November 2014 - March 2015)
- Certified Financial Planner and Interim Financial Planning Manager @ (June 2014 - November 2014)
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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