david mulcahy
regional manager
About
Working with firms to establish a win / win sale / exit strategy
united kingdom
nuneaton
financial services
pensions, mortgage lending, investments, protection, income protection, wealth management, investment strategies, financial advisory, financial services, critical illness, retirement planning, inheritance tax planning, strategic financial planning, retirement, insurance, wealth, sipp, fixed annuities, high net worth individuals, investment advisory, business development, residential mortgages, portfolio management, financial planning, term life insurance, pension funds
Experience
t and c superviser
in partnership
working with IFA adviser firms in all things compliance, training, competence.
ifa business development manager
ptfs
At its peak looking after 256 IFA's within the PTFS network, Training in all aspects of financial advice from fund picking/ selection to Pension transfers - RDR Professional Development CPD etc. Developing Business to Business through seminars / workshops. Public speaking from small groups of 10+ to larger groups 50+. Recruiting new businesses into the network as well as supporting Regional Development managers. Lots of fun.
regional manager
fairstone group ltd
Regional Manager, working with firms that have been aquired, assisting branch managers with recruitment sales, smoothing day to day challenges of human rescources recruitment of new staff, advisers and support staff. More importantly working with business principles, managing expectations and assisting the Down Stream Buy Out, of fully intergrated firms, making that intergration happen.
sales manager
sesame bankhall group
Working within financial services, assisting proffesionals establish routes to market
mortgage packaging manager
franchised within ptfs
Franchise member of PTFS Packaging. Packaging hard to place mortgages for the PTFS network members. Sales development, managing franchise day to day.
david mulcahy's Contact Information
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