Welcome
David Worrell, Senior Relationship Manager, Conexim – David will give a broad overview of our programme of Practice Development Events, and will also outline the key reasons why we see PortfolioMetrix as adding significant value to an advisors proposition and why we wanted them available on platform.
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 ...
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