Tracy O'Kane, Dipfa Email and Phone Number
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
Bank Of Scotland (Part Of Lloyds Banking Group)
View- Website:
- bankofscotland.co.uk
- Employees:
- 1713
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Assistant Vice President AdviceBarclays Wealth And Investment Management Oct 2014 - PresentGlasgow
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Financial AdviserBank Of Scotland (Part Of Lloyds Banking Group) 2000 - PresentKey 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. -
Mortgage AdviserHbos 1996 - 2000Selected 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. -
Retail Sales Desk Mortgage AdviserHbos 1995 - 1996 -
Branch ManagerHbos 1994 - 1995
Tracy O'Kane, Dipfa Skills
Tracy O'Kane, Dipfa Education Details
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Diploma In Financial Services, Level 4 (Rdr) -
Cefa Qualified -
Cemap/Mortgage Qualified
Frequently Asked Questions about Tracy O'Kane, Dipfa
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 the current company?
Tracy O'Kane, Dipfa's current role is Assistant Vice President Advice.
What schools did Tracy O'Kane, Dipfa attend?
Tracy O'Kane, Dipfa attended Diploma In Financial Services, Level 4 (Rdr), Cefa Qualified, Cemap/mortgage Qualified.
What skills is Tracy O'Kane, Dipfa known for?
Tracy O'Kane, Dipfa has skills like Rdr, Cefa, Cemap Qualified, People Skills, Relationship Management, Negotiation, Protection Advice, Investments, Mortgage Lending, Finance Consulting, Sales, Business Development.
Who are Tracy O'Kane, Dipfa's colleagues?
Tracy O'Kane, Dipfa's colleagues are Lisa Beattie, Johanna Mulvihill, Grant Carr, Edel Gibbons, Claire Scobie, Nicola Drainer, Craig Kennedy.
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