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Daniel Money

578 followers

London, England, United Kingdom

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Timeline
About me
Investment Manager at Rathbones Group Plc
Education
- Uplands Community College
  2008 - 2015
  A Level's - Mathematics, Physics, GeographyGCSE's : 10 A*-C
- University of Hertfordshire
  2015 - 2018
  Bachelor of Science (B.Sc.) Mathematics 1st Class Honours
Experience
- Rathbones Group Plc
  Sept 2018 - now
  - Investment Manager
    Apr 2023 - now
  - Assistant Investment Manager
    Jan 2021 - Apr 2023
  - Trainee Investment Manager
    Sept 2019 - Jan 2021
  - Client Summary Graduate Trainee
    Sept 2018 - Sept 2019
- The Chartered Institute for Securities & Investment (The CISI)
  Sept 2022 - now
  Board Member - Qualifications Assessment Board (QAB)
Licenses & Certifications
- CISI Level 7 Diploma in Wealth Managment (CWM)
  The Chartered Institute for Securities & Investment (The CISI)
  Feb 2022
- Level 7 Diploma in Advanced Financial Planning
  The Chartered Institute for Securities & Investment (The CISI)
  Jan 2025
- Level 4 Investment Advice Diploma (IAD)
  The Chartered Institute for Securities & Investment (The CISI)
  Oct 2019
- CISI Level 6 Certificate in Advanced Financial Planning
  The Chartered Institute for Securities & Investment (The CISI)
  May 2024