Damien Hanly Email and Phone Number
Damien Hanly work email
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Damien Hanly personal email
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Damien Hanly phone numbers
I strive to provide my clients with the best possible advisory experience. I believe that by combining my expertise in US and cross-border financial planning with cutting edge technology, I can deliver an engaging, personalized investment service, tailored to your financial goals and unique circumstances. I provide my clients a white-glove service that's enhanced by our relationships with institutional partners that are some of the worlds most highly regarded for custody and investment management. As a US based Investment Advisor Representative with 15 years of experience advising on domestic and overseas assets, I'm uniquely positioned to be able to bring the value of our US fiduciary advice model to our clients throughout the US and beyond.
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Senior Partner & Co-Founder At RosefinchRosefinch Investment Advisors, Inc. May 2024 - PresentOur mission is to provide our clients with the best possible advisory experience. We believe that by combining human expertise with technology, we can deliver an engaging, personalized investment service tailored to your financial goals. With a combined experience of over 100 years in the industry, our team of seasoned investment advisors is dedicated to helping you achieve your financial goals with confidence and peace of mind. All our equity partners are part of the Rosefinch team, making Rosefinch a true partnership. There are no external shareholders, which means we have no outside masters and can control the direction of Rosefinch ourselves.
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Registered Investment AdvisorBeacon Global Advisor Network Apr 2024 - PresentMarietta, Ga, Us -
Appointed RepLawsons Wealth Apr 2024 - PresentGenève, Ch -
Senior Investment AdvisorBrite Advisors Usa, Inc. Jan 2019 - Jun 2024
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Senior Investment AdvisorBrite Advisors Usa, Inc. Jan 2015 - Dec 2018Formerly known as deVere USA, Inc.
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Senior Investment AdvisorDevere Group Oct 2010 - Jan 2015Dubai, AeDuring my time in Europe I had an extensive client bank and looked after $30 Million under my personal assets under management.Specialties: - Pension Planning- QROPS- QNUPS- SIPPS- Wealth Management- Protection Advice- Life Assurance- Inheritance Tax Planning (IHT)- Education Fee Planning -
Client RetentionDevere Group May 2009 - Sep 2010Dubai, AeResponsible for assisting clients in managing contributions to their existing savings/ investment plans. Providing detailed information regarding balances, transactions, and redemptions. Assist clients and branch office advisors with brokerage related inquiries including cost basis, statement analysis and technology support.
Damien Hanly Skills
Damien Hanly Education Details
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University Of South FloridaBa -
West Virginia University
Frequently Asked Questions about Damien Hanly
What company does Damien Hanly work for?
Damien Hanly works for Rosefinch Investment Advisors, Inc.
What is Damien Hanly's role at the current company?
Damien Hanly's current role is Senior Partner & Co-Founder at Rosefinch.
What is Damien Hanly's email address?
Damien Hanly's email address is da****@****hoo.com
What is Damien Hanly's direct phone number?
Damien Hanly's direct phone number is +164666*****
What schools did Damien Hanly attend?
Damien Hanly attended University Of South Florida, West Virginia University.
What skills is Damien Hanly known for?
Damien Hanly has skills like Cefa, Acsi, Investments, Pensions, Savings, Financial Planners, Investment Advisory, Wealth Management, Financial Services, Financial Advisory, Wealth, Retirement Planning.
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