Lee Barnard
Business Development Director, National Advice Business @Quilter Financial Planning
Leeds, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Apr 2020 — Present
Business Development Director, National Advice Business @Quilter Financial Planning
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Harrogate, GB
Responsible for Business Development within the National Advice Business of Quilter Financial Planning, including building strategic relationships with organisations keen to promote the value of professional financial planning to their memberships, building Professional Connections, overseeing acquisitions and helping to develop specialist markets.
SKILLS
ManagementSales ManagementCustomer RelationsFinancial PlanningMarketingSeminar PresentationsIndependent ThinkerStrategic Financial PlanningWealth ManagementFree ThinkingFinancial ServicesInvestmentsCustomer ServiceBusiness DevelopmentNew Business DevelopmentNegotiationMarketing Strategy
ABOUT LEE BARNARD
Still a fully qualified professional financial adviser (Diploma) Speciality, affinity…
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