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Dan joined Thomas & Co Financial Services in 2012 after gaining valuable experience with a wealth management firm in the City. This was preceded by a year working in the Transition Support Team for Deutsche Bank’s prime brokerage department in New York and a period of voluntary work at a children’s shelter in Rio de Janeiro. Dan gained his BSc in International Management at UMIST, which included a year at the National University of Singapore. He has subsequently achieved the Certificate in Securities and Investment, plus the Investment Management Certificate, and LIBF Level 6 Advanced Diploma for Financial Advisers, which confers chartered status.
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