Experience

IDAD Ltd

• United Kingdom

• Business Development Director Europe

  • Jun 2012 - Present

  Managing relationships throughout Europe, Israel and Russia for IDAD ("Investment Design and Distribution"). IDAD are authorised and regulated by the FCA in the UK and design and distribute structured solutions to Advisers, Institutions and Family Offices around the globe. IDAD are fiercely independent, vastly experienced and work with a broad panel of banks. This allows us to provide a full range of cost effective solutions to our clients. With 18 years experience and a fantastic track record, IDAD attract the keenest pricing and turn this into competitive offerings, many of our supporters return to us again and again to take advantage of new opportunities.



Royal London 360

• United Kingdom
• Insurance

• International Sales Manager

  • May 2008 - Jun 2012

  Responsible for Sales of Offshore Life Assurance Bonds to authorised Independent Financial Advisers in the Midlands and South West. Responsible for Sales of Offshore Life Assurance Bonds to authorised Independent Financial Advisers in the Midlands and South West.



Friends Provident

• United Kingdom
• Financial Services
• 400 - 500 Employee

• IFA Consultant

  • Apr 2005 - May 2008

  Looking after a panel of IFA's in the Midlands, helping and encouraging them to use Friends Provident products. Looking after a panel of IFA's in the Midlands, helping and encouraging them to use Friends Provident products.



The Childrens Mutual

• United Kingdom
• Financial Services
• 1 - 100 Employee

• IFA Consultant

  • Apr 2004 - Apr 2005

  Responsible for the distribution of savings products offered by the company to IFA's in the Midlands area. Responsible for the distribution of savings products offered by the company to IFA's in the Midlands area.



Momentum Financial Services

• United States
• Financial Services
• 1 - 100 Employee

• Independent Financial Adviser

  • Nov 1999 - Apr 2004

  Working as an IFA looking after existing clients and providing holistic financial planning and investment advice. Working as an IFA looking after existing clients and providing holistic financial planning and investment advice.



Heartlands Independent Advisers Ltd

• Graduate Trainee/Para-Planner

  • Apr 1997 - Nov 1999

  My first proper job after University. Learning the ropes in UK financial services. Providing Para-Planning for one of the senior advisers and in the process passing FPC 1,2 and 3 and G60. My first proper job after University. Learning the ropes in UK financial services. Providing Para-Planning for one of the senior advisers and in the process passing FPC 1,2 and 3 and G60.