Viney Sharma Email
Director of Trident Wealth Management @ Gilson Gray Financial Management
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Viney Sharma Location
- Broughton Astley, England, GB
Viney Sharma Work
- Director of Trident Wealth Management @ (August 2013 - Present)
- Senior Financial Consultant @ (September 2007 - June 2013)
- Financial Advisor @ (September 2005 - September 2007)
- Financial Advisor @ CIS (Co-Operative Insurance Services) (September 2004 - September 2005)
Viney Sharma Education
- Joseph Whitaker 1990-1995
Viney Sharma Skills
- Pensions
- Wealth Management
- Retirement Planning
- Strategic Financial Planning
- Financial Services
- Insurance
- Investments
- Retirement
- Portfolio Management
- Income Protection
- Estate Planning
- Financial Advisory
- Investment Advisory
- Financial Planners
- Wealth
- Relationship Management
- Critical Illness
- Life Insurance
- Investment Strategies
- Savings
- High Net Worth Individuals
- Financial Planning
- Inheritance Tax Planning
- Asset Allocation
- Business Relationship Management
- Pension Funds
- Microsoft Office
- Strategic Financial
- PLC
- Sales
- Strategy
- High Net Worth
Viney Sharma Summary
- Viney Sharma, based in Broughton Astley, England, GB, is currently a Director of Trident Wealth Management at Partner Practice of St. James’s Place Wealth Management. Viney Sharma brings experience from previous roles at Aviva plc, Alliance & Leicester and CIS (Co-Operative Insurance Services). Viney Sharma holds a 1990 - 1995 Joseph Whitaker. With a robust skill set that includes Pensions, Wealth Management, Retirement Planning, Strategic Financial Planning, Financial Services and more. Viney Sharma has 1 emails on RocketReach.
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