David Elliott
Director @Flat Mountain
Norwich, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Aug 2013 — Present
Director @Flat Mountain
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Creating awareness Evoking emotionsFacilitating changeWe specialise in helping financial and professional service firms thrive in this era of digital disruption. Our expertise is in behavioural finance, cognitive bias and the development of trusted relationships and we provide training, coaching, technology and consultancy services to support cultural and behavioural change.
EDUCATION
2007 — 2007
Henley Business School
Leadership Development
2013 — 2013
CFA UK
IMC (Investment Management Certificate)
SKILLS
Financial AdvisoryInvestment StrategiesPensionsStrategyLeadershipWealth Management ServicesFinancial PlanningSavingsProposition DevelopmentAccount ManagementInheritance Tax PlanningWealthInformal Mentoring & CoachingPension FundsTeam LeadershipTrustBusiness DevelopmentWealth ManagementEmployee BenefitsRetirement PlanningFinanceRetirementStrategic Financial PlanningBusiness Relationship ManagementInvestment AdvisoryInvestmentsB2bRelationship ManagementFinancial ServicesInvestment PlatformsEmotional IntelligenceManagementSales ManagementHigh Net Worth IndividualsSalesProtection
ABOUT DAVID ELLIOTT
After 25 years in the financial services sector, I passionately believe in the current…
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