Malcolm Dainty

Financial Services Professional @Wealth At Work

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

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WORK HISTORY

Aug 2019 — Present

Financial Services Professional @Wealth At Work

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GB

EDUCATION

2018 — 2019

Axelos

Project Management

1996 — 1998

The Chartered Insurance Institute, United Kingdom

Financial Planning Certificate

2019 — 2019

The Chartered Insurance Institute

Diploma, Financial Planning and Services

2012 — 2015

The University of Manchester

Master of Business Administration (MBA), Business Administration, Management and Operations

2002 — 2002

The Chartered Institue of Bankers, United Kingdom

Mortgage Advice and Practice, Certificate in Mortgage Advice and Practice

2018 — 2019

Leeds City College

Education and Training

2018 — 2018

The Chartered Insurance Institute, United Kingdom

Certificate, Insurance

2015 — 2016

Digital Marketing Institute

Postgradute Diploma in Digital Marketing, Digital Communication and Media/Multimedia

SKILLS

Portfolio ManagementManagementWealth ManagementNegotiationInvestmentsStrategyFinanceStrategic Financial PlanningBankingInvestment AdvisoryAsset ManagementSalesCustomer ServiceCompetitive AnalysisRelationship ManagementFinancial PlanningRetail BankingBusiness StrategyAsset ManagmentInterpersonal SkillFinancial AdvisoryBusiness PlanningFinancial AnalysisMarketing StrategyTeam ManagementRisk ManagementSEOPpcSemDigital MarketingDigital StrategyOnline MarketingSocial Media MarketingMarketing ManagementEmail MarketingMarketingMarketing CommunicationsMarket ResearchBusiness DevelopmentBusiness-to-Business (B2b)

ABOUT MALCOLM DAINTY

I am a National Manager at Wealth at Work, leading and developing a national team of…

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Malcolm Dainty — Financial Services Professional at Wealth At Work in Leeds, GB | Unifers