Dale Smith – Investment and Product Analyst
Contact Details1st Floor, Moncrieff House 69 West Nile Street Glasgow, G1 2QB Telephone: 0141 353 0975 Fax: 0141 353 1970 Email: firstname.lastname@example.org
Dales leads investment and product research for Campbell Thomson providing valuable guidance to both the team and clients alike, with over 10 years of experience in financial services his skill for quantitative and qualitative analysis of markets are important. This compiled with his analysis of the investment universe and products continue to be the on-going success of Campbell Thomson.
When away from the firm, Dale enjoys family time and keeping fit including running in the 2014 London Marathon.
Investment Management Certificate
Diploma in Financial Planning
Chartered Insurance Institute Financial Planning Certificate (Papers I, II & III)
CF9 - Pension Simplification
AF4 - Investment Planning
J12 – Securities & Dealing