David Magee personal email
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Executive Management Professional experienced in senior leadership within Wealth, Financial Advisory and Banking. Skilled in building and developing individuals at all levels to improve both client engagement and results. Deep understanding of Financial Advisory Businesses, Asset Mgmt, including Digital, AI, Sales/Advice Processes, Operating Systems, Remuneration schemes, Client Service Offerings. Develops external partnerships and relationships to drive increased and long-term revenue streams. Adept in C-Suite discussion and negotiation. Scaling early stage businessesIndustry Expert on applications of AI and Digital Innovations for Banking and Wealth Management - providing insights in the UK, Switzerland, Netherlands, for Capco Institute, Kings College London, EY and large financial services institutions.Fund Raising and negotiation with Venture Capital and commercial partnerships.Mentor to early stage start-ups.Digital transformation, change and project managementExpanding and Improving Sales Lines/Enterprise Sales/Saas
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Managing DirectorSolidus Iep LtdHambledon, England, Gb
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Financial Advice - Proposition PartnerNewcastle Building Society May 2024 - PresentWorking in collaboration with Newcastle Financial Advice & Newcastle Building Society colleagues to deliver enhanced support within their communities with enhanced financial advisory services. -
E2E AmbassadorE2E Sep 2019 - PresentLondonI am an E2E Ambassador. E2E enables extraordinary connections for entrepreneurs. It is a platform where high growth entrepreneurs can find the right advice, support, people and finance to give their enterprise the best chance of success. -
Director Wealth Management - Head Of WealthJust Wealth Dec 2020 - May 2024United KingdomJust Wealth provides a route for entrepreneurial Financial Advisors to partner and provide professional financial advice to their clients with the additional support from our national mortgage business, Just Mortgages. We believe in providing financial advice across all the stages of our clients life. -
Director - Distribution & PropositionAkonihub Jul 2019 - Dec 2020London, United KingdomAkoni offers the leading Cash Management Platform.Providing business development strategy across multiple sales channels and partnerships to expand market presence and client acquisition. -
DirectorDavid Magee Associates Ltd Feb 2016 - Jan 2020London, United KingdomWorking with exceptional business owners within the UK, Europe and US, supporting their vision and growth.
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Managing Director EmeaForwardlane Inc. Feb 2016 - Dec 2019London, United KingdomUS digital company leading with AI support for wealth, banking and asset management.Overall responsibility for all operations, sales, strategic client engagement, contracts and services and strategy for EMEA. -
National Divisional Sales Manager - National Affinity ManagerSkipton Financial Services Jul 1996 - Dec 2015NationalExecutive Sales Management Professional with board reporting. Proven results in attaining high commercial gains through development of leaders across the business. Working with and supporting amazing staff.Headed channel partnerships for National Affinities. -
National Divisional Sales ManagerSkipton Financial Services Aug 2008 - Nov 2015National - UkResponsible for Direct Income production of the company's Branch Based and Home Based Wealth Division, as well as B2B Channel responsibility
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National Partnership And Affinity ManagerSkipton Building Society Jul 2009 - Dec 2012London/SouthHeading National Partnerships. - Responsible for multi Channels of business including B2B as well as B2C relationships
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National Sales Manager - Home BasedSkipton Financial Services Dec 2004 - Aug 2008National - UkMember of Senior Management Team, reporting to the Board, holding accountability for developing and delivering the overall business strategy.
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Regional Sales ManagerSkipton Financial Services Jan 2002 - Dec 2004South Englandworking with homebased and branch based advisors
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Regional Sales ManagerSkipton Financial Services Dec 1999 - Jan 2002Yorkshire & LancashireLeading and Managing a team of high performing Financial Advisers
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Independent Financial AdvisorSkipton Financial Services Jul 1996 - Dec 1999North WestHighly skilled IFA focussing on Wealth Management and IHT planning
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Financial AdviserRoyal Bank Of Scotland Group 1991 - 1996Manchester, United Kingdom -
Bank EmployeeRoyal Bank Of Scotland Jan 1989 - Jan 1991North WestVarious banking duties fulfilled
David Magee Skills
David Magee Education Details
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St Bede'S Rc - Ormskirk -
St John Rigby
Frequently Asked Questions about David Magee
What company does David Magee work for?
David Magee works for Solidus Iep Ltd
What is David Magee's role at the current company?
David Magee's current role is Managing Director.
What is David Magee's email address?
David Magee's email address is da****@****hoo.com
What schools did David Magee attend?
David Magee attended Liverpool John Moores University, St Bede's Rc - Ormskirk, St John Rigby.
What skills is David Magee known for?
David Magee has skills like Investments, Financial Services, Sales Management, Wealth Management, Management, Inheritance Tax Planning, Business Relationship Management, Strategic Financial Planning, Coaching, Presentation Coaching, Performance Management, Situational Leadership.
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David Magee
Greater Oxford Area2rpsgroup.com, rpsgroup.com -
David Magee
London -
David Magee
Greater London3gmail.com, cabinetoffice.gov.uk, gmail.com
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