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Danielle Rothery Email & Phone Number
Head of Region
at
Octopus Investments
1 work email found
@sky.com
LinkedIn matched
✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Head of Region
Location
Greater Leeds Area, United Kingdom, United Kingdom
Company size
Who is Danielle Rothery? Overview
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Quick answer
Danielle Rothery is listed as Head of Region at Octopus Investments, a company with 386 employees, based in Greater Leeds Area, United Kingdom, United Kingdom. AeroLeads shows a work email signal at sky.com and a matched LinkedIn profile for Danielle Rothery.
Danielle Rothery previously worked as Regional Advisory Services Manager at Progeny and Business Development Manager at Tilney Smith & Williamson. Danielle Rothery holds Certificate In Financial Planning from Personal Finance Society.
Company email context
Email format at Octopus Investments
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*@sky.com
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Profile bio
About Danielle Rothery
An experienced Leader working with Chartered Financial Planners and collaborating with all areas of an Advisory business and Business Development Leader with a strong track record in UK financial services. I am a highly experienced people and relationship manager with a proven track record of strategy development and sales. The core of my career has been within intermediary distribution across the UK, primarily in the UK Platform industry, also with sales experience in asset management and latterly managing a team of Financial Planners in a high end, multi-disciplined Advice and Professional Services business.I am passionate about business development whilst ensuring the highest quality client experience. I enjoy developing long term strategic partnerships and supporting financial planning businesses in their pursuit of more efficient and profitable business models, developing organic growth opportunities, controlling risks and navigating the ever changing regulatory landscape and tax framework.
Listed skills include Sales, Negotiation, Organizational Effectiveness, Communication, and 25 others.
Current workplace
Danielle Rothery's current company
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Octopus Investments
9 roles · 28 years
Danielle Rothery work experience
A career timeline built from the work history available for this profile.
Regional Advisory Services Manager
CurrentResponsible for line managing a team of 15 Financial Planners in Yorkshire and the Marlow office ranging from Directors, ex-business owners, Chartered Financial Planners early in their careers and Trainee Financial Planners across different levels of the Progeny Academy. Leading and developing teams to drive organic growth, whilst working collaboratively.
May 2022 - Present
Business Development Manager
Tilney Smith & Williamson
Jan 2022 - Apr 2022
Planned Career Break
Planned Career Break
May 2021 - Feb 2022
Business Development Director
I am responsible for managing and developing relationships with major distribution partners such as national advice firms, wealth managers, discretionary managers, networks and service providers across the UK to drive business growth and great client outcomes.A member of the Adviser Leadership Team, collectively responsible for developing and delivering.
Jun 2018 - May 2021
Regional Account Manager
I am a highly experienced Regional Account Manager within intermediary distribution. I am responsible for developing new and managing existing relationships with financial planning businesses in the Yorkshire region. I distribute the broad range of wealth management propositions to intermediaries such as the WRAP Platform, International Investments.
Nov 2001 - Jun 2018
Trainee Regional Account Manager
2000 - 2001
~1 yr
Life, Pension And Investments Administrator
1998 - 2000
~2 yrs
Office Administrator
Cooper White & Associates
Jul 1996 - May 1998
4 education records
Danielle Rothery education
Certificate In Financial Planning
Personal Finance Society
Nvq Level 3, Business Administration
Macclesfield Technical College
Diploma In Financial Planning
Personal Finance Society
Education record
Poynton County High School
FAQ
Frequently asked questions about Danielle Rothery
Quick answers generated from the profile data available on this page.
What company does Danielle Rothery work for?
Danielle Rothery works for Octopus Investments.
What is Danielle Rothery's role at Octopus Investments?
Danielle Rothery is listed as Head of Region at Octopus Investments.
What is Danielle Rothery's email address?
AeroLeads has found 1 work email signal at @sky.com for Danielle Rothery at Octopus Investments.
Where is Danielle Rothery based?
Danielle Rothery is based in Greater Leeds Area, United Kingdom, United Kingdom while working with Octopus Investments.
What companies has Danielle Rothery worked for?
Danielle Rothery has worked for Octopus Investments, Progeny, Tilney Smith & Williamson, Planned Career Break, and Standard Life Aberdeen.
How can I contact Danielle Rothery?
You can use AeroLeads to view verified contact signals for Danielle Rothery at Octopus Investments, including work email, phone, and LinkedIn data when available.
What schools did Danielle Rothery attend?
Danielle Rothery holds Certificate In Financial Planning from Personal Finance Society.
What skills is Danielle Rothery known for?
Danielle Rothery is listed with skills including Sales, Negotiation, Organizational Effectiveness, Communication, Exceptional Listener, Thought Leadership, Account Management, and Salesforce.Com.
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