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Tracy O'Kane, Dipfa Email & Phone Number

Assistant Vice President Advice at Bank of Scotland (part of Lloyds Banking Group)
Location: Greater Glasgow Area, United Kingdom 5 work roles 3 schools
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Current company
Bank of Scotland (part of Lloyds Banking Group)
Role
Assistant Vice President Advice
Location
Greater Glasgow Area, United Kingdom
Company size
1713 employees

Who is Tracy O'Kane, Dipfa? Overview

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Quick answer

Tracy O'Kane, Dipfa is listed as Assistant Vice President Advice at Bank of Scotland (part of Lloyds Banking Group), a with 1713 employees, based in Greater Glasgow Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for Tracy O'Kane, Dipfa.

Tracy O'Kane, Dipfa previously worked as Assistant Vice President Advice at Barclays Wealth And Investment Management and Financial Adviser at Bank Of Scotland (Part Of Lloyds Banking Group). Tracy O'Kane, Dipfa studied at Diploma In Financial Services, Level 4 (Rdr).

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Email format at Bank of Scotland (part of Lloyds Banking Group)

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Bank of Scotland (part of Lloyds Banking Group)

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Profile bio

About Tracy O'Kane, Dipfa

Successful and highly motivated experienced Diploma qualified Financial Advisor with an impressive career working within the Financial Services Industry. Is self motivated and focused to achieve sales in a competitive and target driven environment. Personable, natural approach when working with branch network and clients. Excellent communicator, is reliable, supportive and driven. Specialities:- Extensive knowledge of financial products (Investment and Protection)- Fully compliant with risk and compliance with an exceptional track record throughout career- Sales & Business Development, achieves challenging targets- Relationship Building- Organisational - manages and prioritises self and others to optimise results

Listed skills include Rdr, Cefa, Cemap Qualified, People Skills, and 11 others.

Current workplace

Tracy O'Kane, Dipfa's current company

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Bank of Scotland (part of Lloyds Banking Group)
Bank Of Scotland (Part Of Lloyds Banking Group)
Assistant Vice President Advice
edinburgh, edinburgh, united kingdom
Website
bankofscotland.co.uk
Employees
1713
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5 roles · 33 years

Tracy O'Kane, Dipfa work experience

A career timeline built from the work history available for this profile.

Assistant Vice President Advice

Current
Barclays Wealth And Investment Management

Glasgow

Oct 2014 - Present

Financial Adviser

Current
Bank Of Scotland (Part Of Lloyds Banking Group)

Key aim is delivering financial planning services to HBOS customers (low and high net worth) and put effective solutions in place to help with their financial needs.- Products include both investment and protection from the range of Scottish Widows and St Andrews Life- Work in partnership with branch managers and their staff to achieve both my individual targets and the branch network targets.

2000 - Present ~26 yrs 6 mos

Mortgage Adviser

Hbos

Selected by District Manager to set up a branch new Halifax flagship branch in West End of Glasgow. This included:- Opening the branch full day Saturdays (first branch to do so)- Training staff on mortgage products- Establishing the branch as a whole, the business and customer service.- Exceeded target expectations over and above initial prediction resulting in another full time Mortgage Advisor being recruited.

1996 - 2000 ~4 yrs

Retail Sales Desk Mortgage Adviser

Hbos
1995 - 1996 ~1 yr

Branch Manager

Hbos
1994 - 1995 ~1 yr
Team & coworkers

Colleagues at Bank of Scotland (part of Lloyds Banking Group)

Other employees you can reach at bankofscotland.co.uk. View company contacts for 1713 employees →

HT Helen Turner Helen Turner Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Livingston, Scotland, United Kingdom View → LM Linda Mursell Linda Mursell Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Buckie, Scotland, United Kingdom View → JA Julie Alison Julie Alison Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Greater Edinburgh Area, United Kingdom View → AC Aaliyah Campbell Aaliyah Campbell Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Conon Bridge, Scotland, United Kingdom View → JB John Barnes John Barnes Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Ireland View → AC Anoushka Cogan Anoushka Cogan Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Greater Cheshire West And Chester Area, United Kingdom View → SD Shirley Donnelly Shirley Donnelly Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Kirkcaldy, Scotland, United Kingdom View → HF Heather Fraser Heather Fraser Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Inverness, Scotland, United Kingdom View → LA Linda Anderson Linda Anderson Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)Greater Glasgow Area, United Kingdom View → DJ Dave Jinks Dave Jinks Colleague at Bank Of Scotland (Part Of Lloyds Banking Group)West Midlands, England, United Kingdom View →
3 education records

Tracy O'Kane, Dipfa education

Education record

Diploma In Financial Services, Level 4 (Rdr)

Education record

Cefa Qualified

Education record

Cemap/Mortgage Qualified
FAQ

Frequently asked questions about Tracy O'Kane, Dipfa

Quick answers generated from the profile data available on this page.

What company does Tracy O'Kane, Dipfa work for?

Tracy O'Kane, Dipfa works for Bank of Scotland (part of Lloyds Banking Group).

What is Tracy O'Kane, Dipfa's role at Bank of Scotland (part of Lloyds Banking Group)?

Tracy O'Kane, Dipfa is listed as Assistant Vice President Advice at Bank of Scotland (part of Lloyds Banking Group).

Where is Tracy O'Kane, Dipfa based?

Tracy O'Kane, Dipfa is based in Greater Glasgow Area, United Kingdom while working with Bank of Scotland (part of Lloyds Banking Group).

What companies has Tracy O'Kane, Dipfa worked for?

Tracy O'Kane, Dipfa has worked for Barclays Wealth And Investment Management, Bank Of Scotland (Part Of Lloyds Banking Group), and Hbos.

Who are Tracy O'Kane, Dipfa's colleagues at Bank of Scotland (part of Lloyds Banking Group)?

Tracy O'Kane, Dipfa's colleagues at Bank of Scotland (part of Lloyds Banking Group) include Helen Turner, Linda Mursell, Julie Alison, Aaliyah Campbell, and John Barnes.

How can I contact Tracy O'Kane, Dipfa?

You can use AeroLeads to view verified contact signals for Tracy O'Kane, Dipfa at Bank of Scotland (part of Lloyds Banking Group), including work email, phone, and LinkedIn data when available.

What schools did Tracy O'Kane, Dipfa attend?

Tracy O'Kane, Dipfa studied at Diploma In Financial Services, Level 4 (Rdr).

What skills is Tracy O'Kane, Dipfa known for?

Tracy O'Kane, Dipfa is listed with skills including Rdr, Cefa, Cemap Qualified, People Skills, Relationship Management, Negotiation, Protection Advice, and Investments.

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