Advisor Reporting Tools
David Worrell, Senior Relationship Manager, Conexim – David will give an overview of our new online reporting solution which represents a dramatic step forward for the Irish market, which we believe, will vastly improve the Advisor/ Client experience.
Featuring
David Worrell
Senior Relationship Manager Conexim
David is a CFP® Professional, a QFA and also holds an MSc in Financial Services from UCD. Prior to beginning his career in Financial Services David played soccer professionally in the UK for 15 years, and whilst still playing studied part- time to complete his ...
Read More