David Worrell Msc Cfp® Email and Phone Number
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David Worrell Msc Cfp® personal email
David Worrell Msc Cfp® is a Senior Relationship Manager at Conexim at Conexim Advisor Support & Services Ltd.. He possess expertise in portfolio management, strategic financial planning, financial risk, risk management, asset management and 8 more skills.
Conexim Advisor Support & Services Ltd.
View- Website:
- conexim.ie
- Employees:
- 13
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Senior Relationship ManagerConexim Advisor Support & Services Ltd. Apr 2014 - PresentIrelandConexim, established in 2010, provides access to a cost effective open architecture investment platform. Conexim gives advisors access to a range of risk rated model portfolios which are constructed and managed by leading international fund managers. You can also access funds, equities, bonds and ETFs in a cost effective and advisor-centric manner.Conexim’s risk management, dealing, technical and platform administration services are provided in conjunction with Pershing Securities International Ltd. (‘Pershing’). Pershing is one of the largest established custodians in the Irish market for domestic investors. The service and platform provided by Conexim and Pershing has been built according to international best practice and specifically adapted for the Irish market.The operating model that Conexim is using has been rolled out extensively in the UK, Australia and America, and is vastly different from the “one sized fits all” and “execution-only” models that is the reality with some platforms.With an increased focus on transparency in pricing for consumers we have designed an open and future-proofed charging infrastructure that puts the Advisor in control of their own income. We empower Advisors and Financial Planners to communicate and reinforce their values to their clients. We deliver cutting edge reporting capabilities and online access to advisors and their clients. -
Recruitment ConsultantParagon Executive Intelligence Apr 2012 - Mar 2014IrelandUpon moving back from the UK, I took a role in recruitment and executive search whilst converting my UK Financial Planning qualification to the relevant QFA and CFP qualifications. Whilst in this role I primarily focused on the intermediary, wealth management, fund distribution and investment management sectors. -
Financial Planning ConsultantPaul Kerr Associates Apr 2008 - Mar 2012United KingdomEstablished Financial Planning consultancy group operating across the UK. Specialises in working with professional football players as well as corporate and individual clients.
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Professional Football PlayerVarious Football Clubs Jul 1994 - Jun 2009United KingdomVarious ClubsPlayed consistently in a Defensive position for a number of high-profile clubs in England and Scotland. Also played for the Irish International team from U15 through to Senior 'B' team.
David Worrell Msc Cfp® Skills
David Worrell Msc Cfp® Education Details
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Master Of Science (Msc), Financial Services -
Financial Planning Standards BoardCertified Financial Planner™ -
Financial Planning -
Lia & Insurance Institute Of IrelandFinancial Planning -
The Chartered Insurance Institute (Uk)Financial Planning -
St.Josephs Secondary School, Rush
Frequently Asked Questions about David Worrell Msc Cfp®
What company does David Worrell Msc Cfp® work for?
David Worrell Msc Cfp® works for Conexim Advisor Support & Services Ltd.
What is David Worrell Msc Cfp®'s role at the current company?
David Worrell Msc Cfp®'s current role is Senior Relationship Manager at Conexim.
What is David Worrell Msc Cfp®'s email address?
David Worrell Msc Cfp®'s email address is dw****@****ive.com
What schools did David Worrell Msc Cfp® attend?
David Worrell Msc Cfp® attended University College Dublin, Financial Planning Standards Board, University College Dublin, Lia & Insurance Institute Of Ireland, The Chartered Insurance Institute (Uk), St.josephs Secondary School, Rush.
What skills is David Worrell Msc Cfp® known for?
David Worrell Msc Cfp® has skills like Portfolio Management, Strategic Financial Planning, Financial Risk, Risk Management, Asset Management, Banking, Investments, Finance, Fixed Income, Financial Services, Wealth Management, Financial Markets.
Who are David Worrell Msc Cfp®'s colleagues?
David Worrell Msc Cfp®'s colleagues are Eoin Gantly Cfp®, James Mcmahon Lci, Cfcp, Karen Guzman Rodriguez, Frank Ryan, Rubens Bagnolesi Marinangelo, Luke Cassidy Cfp®, Lilly Carey Qfa.
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