Dan is based within the UK Wholesale team and is responsible for developing both new and existing investment relationships across the South region, focussed on the adviser and discretionary markets
Experience and qualifications
Prior to this Dan spent two years as a real estate product specialist at Aviva Investors, working on both retail and institutional UK commercial property portfolios. Before joining Aviva Investors Dan was client services director at an alternative investment manager. Dan has over 14 years experience in the asset management industry
Dan holds the Level 4 Diploma in Investment Advice awarded through the Chartered Institute for Securities and Investment (CISI), The Investment Management Certificate awarded through the CFA Society (UK) and the Certificate in Discretionary Investment Management awarded through the Chartered Insurance Institute (CII). Dan is a full member of the Personal Finance Society.
Client Solutions Manager - South West & Wales
Business Development Director
Relationship Management Consultant
Business Development Director
Business Development Executive
Client Solutions Director
Head of UK Wholesale
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