Daniel White Email & Phone Number

Daniel White is a Regional Platform Consultant at Cofunds at Cofunds. He possess expertise in financial services, pensions, coaching, relationship management, platforms. Colleagues describe him as "I have worked closesly with Dan for the last 5 years now, most recently in our roles as Platform Consultants and previously when we both worked in our Adviser Support Unit. Dan's technical knowledge of Elevate is superb and his ability to find solutions to the most complex of queries is well known within our team. His attention to detail and focus on getting the best possible results for his customers means that he gains a deep level of trust from the IFAs and colleagues he works… Show more" and "I had the pleasure of working directly with Dan in delivering business and platform consultancy support to a key partner firm over several months. Dan demonstrates an incredibly high work ethic; is organised, reliable, and effective in the support he provides. Through his conscientiousness and knowledge of the platform, Dan was able to identify risks, user development needs and improvement opportunities for the firm in question. I find Dan to be consistent in his positivity, desire… Show more"

Listed skills include Financial Services, Pensions, Coaching, Relationship Management, and 1 others.

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  Crestwood Community School