Ross Baumann Dipfa
Senior Financial Planning Manager @Cb Financial Advisers
Worthing, GB
EMAILS
MOBILE NUMBERS
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WORK HISTORY
Apr 2023 — Present
Senior Financial Planning Manager @Cb Financial Advisers
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EDUCATION
2009 — 2012
Middlesex University
BA Business Studies
2014 — 2015
IFS University College
Diploma
SKILLS
Microsoft OfficeResearchSystem AdministrationRelationship ManagementTime ManagementTeamworkMarketingBusiness IntelligenceFinancial ServicesEmployee TrainingBusiness RequirementsPowerpointMicrosoft ExcelCustomer ServiceOffice AdministrationFinancial PlanningBusiness AnalysisEmployee EngagementCommunicationData AnalysisSoftware DocumentationOutlookRequirements ManagementEmployee BenefitsMicrosoft WordOffice ManagementDatabase AdministrationTeam BuildingFinancial AnalysisProcess ImprovementInvestmentsJob SatisfactionAdministration
ABOUT ROSS BAUMANN DIPFA
Senior Financial Planning Manager at Carpenter Box Financial Advisers
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