David Burrell
Operational Support
David joined us in 2017 and brings banking, invoicing and managerial experience from previous roles to the team. David assists the Director team with MI and is responsible for reconciling adviser payments. He also plays a key role in building compliance files and issuing communications to clients.
David Burrell
Operational Support
Qualification:
David joined us in 2017 and brings banking, invoicing and managerial experience from previous roles to the team. David assists the Director team with MI and is responsible for reconciling adviser payments. He also plays a key role in building compliance files and issuing communications to clients.