Verified recordFinancial Services

Aaron Whitburn

Paraplanner at David Williams Ifa Chartered Financial Planners

Based in Milton Keynes, United Kingdom

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Seniority

Staff

Department

Finance & Accounting

Location

Milton Keynes

Industry

Financial Services

Company size

51

Contact information

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Email

1 credit

a•••••••@dwifa.co.uk

Phone

5 credits

+44 ••• •••• ••••

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Background

About Aaron Whitburn

As a Business Development Manager at MI-GSO | PCUBED, I work with established and challenger banks and investment firms to support them in delivering projects that are critical to business success and efficiency. I leverage my client-focused, solution-driven approach to balance customer needs and commercial priorities in challenging environments.With over 6 years of experience in B2B and B2C financial services, I have strong skills in sales generation, relationship management and presenting to senior decision makers. Leading on strategic accounts, I've grown them substantially, with one being taken from £250m to £1.1bn in AUM, as well as re-engaging with previous contacts and dead leads to secure further business. For education, I have completed the IOC I and IMC I & II, and am currently working towards my Level 4 Diploma in Regulated Financial Planning.

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