David Wilson

Business Development Director @TrinityBridge

Edinburgh, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Oct 2022 — Present

Business Development Director @TrinityBridge

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Scotland, GB

EDUCATION

2013 — 2014

Chartered Insurance Institute

Certificate in Financial Planning, Diploma in Financial Planning

N/A

Chartered Insurance Institute

Diploma in Financial Planning

SKILLS

SalesFinancial AdvisoryStakeholder ManagementPension FundsHold the Certificate in Financial Planning and Working Towards Diploma LevelWealth ManagementCritical IllnessRetirement PlanningInvestmentsManagementRetirementSalesforce.comIncome ProtectionLife InsuranceRelationship ManagementFinancial ServicesEmployee BenefitsUnderwritingPensionsInheritance Tax PlanningWealthDefined Benefit

ABOUT DAVID WILSON

A highly motivated Business Development professional who strives to provide excellent…

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David Wilson — Business Development Director at TrinityBridge in Edinburgh, GB | Unifers