Client Account Executive
Current
Currency Exchange
Aug 2024 - Present
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David Plumpton Email & Phone Number
Client Account Executive
at
Currency Exchange
LinkedIn matched
✓ Verified Jun 2026
3 data sources
Profile completeness 100%
Current company
Currency Exchange
Role
Client Account Executive
Location
Gibraltar, Gibraltar, Gibraltar
Who is David Plumpton? Overview
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Quick answer
David Plumpton is listed as Client Account Executive at Currency Exchange, based in Gibraltar, Gibraltar, Gibraltar. AeroLeads shows a matched LinkedIn profile for David Plumpton.
David Plumpton previously worked as Sabbatical at Sabbatical Break and Private Wealth Director at Globaleye. David Plumpton holds English Language And Literature, General from Harrogate College ( Leeds Met).
Profile bio
About David Plumpton
David is a certified financial planner and holds an RNF licence via the Monetary Authority of Singapore. His expertise in the industry spans complex cross border, multi jurisdictional private wealth solutions for clients in over 100 countries world wide. David has an ability to apply both critical thinking and pragmatism in unison with his natural empathy which has shaped his purely, client centric and culturally sensitive work ethic.David’s adaptable, bespoke, objective based solutions and technical knowledge ensures he is perfectly placed to deliver holistic advice to high-net-worth and ultra-high-net worth clients. -------------Mob - +6583001249
Listed skills include Private Equity, Private Wealth Management, Investments, Inheritance Tax Planning, and 4 others.
Current workplace
David Plumpton's current company
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Currency Exchange
6 roles
David Plumpton work experience
A career timeline built from the work history available for this profile.
Sabbatical
Sabbatical Break
Jul 2023 - Jul 2024
Private Wealth Director
Full comprehensive Financial PlanningPortfolio management Liquidity solutions Legacy planning & inter-generational wealth succesion Private equity opportunitiesRecent Honors & AwardsBest insurance platfrom for the wealth management sector - Singapore 2022Wealth Briefiing Asia awards 2022Excellence in Digital Innovation - Singapore - 2019Best Practice.
Nov 2021 - May 2023
Senior Financial Advisor
Global Financial Consultants (GFC) is an independent boutique wealth management and life planning firm based in Singapore, established in 2003 and regulated by the Monetary Authority of Singapore. We have served clients from UK, Europe, US, Australia, China, India and more.The consultants at “Global” pride themselves on providing honest and unbiased.
Sep 2020 - Nov 2021
Wealth Manager
Chase Belgrave
International Pension Transfer & Investment Adviser operating in 100 countries worldwide
Aug 2017 - Mar 2020
Business Development Manager
Aug 2014 - Jul 2017
1 education record
David Plumpton education
-
Harrogate College ( Leeds Met)
FAQ
Frequently asked questions about David Plumpton
Quick answers generated from the profile data available on this page.
What company does David Plumpton work for?
David Plumpton works for Currency Exchange.
What is David Plumpton's role at Currency Exchange?
David Plumpton is listed as Client Account Executive at Currency Exchange.
Where is David Plumpton based?
David Plumpton is based in Gibraltar, Gibraltar, Gibraltar while working with Currency Exchange.
What companies has David Plumpton worked for?
David Plumpton has worked for Currency Exchange, Sabbatical Break, Globaleye, Global Financial Consultants Pte Ltd (Gfc), and Chase Belgrave.
How can I contact David Plumpton?
You can use AeroLeads to view verified contact signals for David Plumpton at Currency Exchange, including work email, phone, and LinkedIn data when available.
What schools did David Plumpton attend?
David Plumpton holds English Language And Literature, General from Harrogate College ( Leeds Met).
What skills is David Plumpton known for?
David Plumpton is listed with skills including Private Equity, Private Wealth Management, Investments, Inheritance Tax Planning, Succession Planning, Intergenerational Wealth Transfer, Family Office, and Multi Generational Wealth Transfer.
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