Daniel Symons

Daniel Symons Email and Phone Number

Client Services Executive at Edition Capital @ Edition Capital
london, london, united kingdom
Daniel Symons's Location
London Area, United Kingdom, United Kingdom
Daniel Symons's Contact Details

Daniel Symons work email

Daniel Symons personal email

n/a
About Daniel Symons

Experienced Client Services Manager with 5+ years working in financial institutions. A dedicated team player, with experience participating in and leading successful teams within a corporate environment. Experience with HNW, Institutional, and Retail clients, and working in the areas of Fund Management, Wealth Management, Pensions, Retail Banking, Insurance, and Independent Financial Advice. Master's and Bachelor’s degrees in Finance and Economics, studying towards CFA qualification and Investment Advice Diploma through CISI. Can work without visa sponsorship.

Daniel Symons's Current Company Details
Edition Capital

Edition Capital

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Client Services Executive at Edition Capital
london, london, united kingdom
Website:
editioncapital.co.uk
Employees:
11
Daniel Symons Work Experience Details
  • Edition Capital
    Client Services Executive
    Edition Capital Feb 2024 - Present
    London, England, United Kingdom
    View
  • Nzx Limited
    Client Services Manager
    Nzx Limited Oct 2022 - May 2023
    Auckland, New Zealand
    View
  • Nzx Limited
    Client Services Analyst
    Nzx Limited Oct 2021 - Oct 2022
    Auckland, New Zealand
    View
  • Nzx Limited
    Customer Service Administrator
    Nzx Limited Jun 2020 - Oct 2021
    Auckland, New Zealand
    View
  • Anz
    Customer Service Consultant
    Anz May 2019 - May 2020
    Auckland, New Zealand
    View
  • Symons Financial Services
    Assistant Insurance Advisor
    Symons Financial Services Jul 2018 - May 2019
    Auckland, New Zealand
  • Rutherford Rede
    Intern-Paraplanner
    Rutherford Rede Nov 2017 - Feb 2018
    Auckland, New Zealand
    View

Daniel Symons Skills

Training Microsoft Office Customer Service Microsoft Excel Management Microsoft Word Powerpoint Public Speaking Research Project Management Analysis Leadership Teamwork Data Analysis Economics Statistics Finance Communication

Daniel Symons Education Details

Frequently Asked Questions about Daniel Symons

What company does Daniel Symons work for?

Daniel Symons works for Edition Capital

What is Daniel Symons's role at the current company?

Daniel Symons's current role is Client Services Executive at Edition Capital.

What is Daniel Symons's email address?

Daniel Symons's email address is da****@****nzx.com

What schools did Daniel Symons attend?

Daniel Symons attended Cfa Institute, The Chartered Institute For Securities & Investment (The Cisi), The Chartered Institute For Securities & Investment (The Cisi), Auckland University Of Technology, The University Of Auckland, Elim Christian College.

What are some of Daniel Symons's interests?

Daniel Symons has interest in Social Services, American Football, Current Affairs, Finance And Investing, Investing, Banking, Politics, History Of All Kinds, Economics, Leadership Opportunities.

What skills is Daniel Symons known for?

Daniel Symons has skills like Training, Microsoft Office, Customer Service, Microsoft Excel, Management, Microsoft Word, Powerpoint, Public Speaking, Research, Project Management, Analysis, Leadership.

Who are Daniel Symons's colleagues?

Daniel Symons's colleagues are David Bedford, Rob Simpson.

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