2013 -2014 Executive Director @ Heartwood Wealth Management Limited
2010 -2013 Head of Northern UK @
Tracey Davidson Education
Chartered Institute for Securities and Investment 1997-1997
London Institute of Banking and Finance 1987-1991
Tracey Davidson Skills
Wealth Management
Investment Management
Trading
Business Strategy
Risk Management
Investments
Portfolio Management
Banking
Business Development
Finance
Microsoft Office
Management
Social Media
Private Banking
Financial Services
Tracey Davidson Summary
Tracey Davidson, based in Edinburgh, GB, is currently a Chief Executive Officer at Hampden Bank. Tracey Davidson brings experience from previous roles at PIMFA - Personal Investment Management & Financial Advice Association, Handelsbanken in the UK, Handelsbanken Wealth & Asset Management and The Chartered Institute for Securities & Investment (The CISI). Tracey Davidson holds a 1997 - 1997 Chartered Institute for Securities and Investment. With a robust skill set that includes Wealth Management, Investment Management, Trading, Business Strategy, Risk Management and more. Tracey Davidson has 2 emails and 1 mobile phone numbers on RocketReach.
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