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Cfa Tommy Doan
Vice President at Barclays Private Bank
Cfa Tommy Doan was honored as one of Wealth Manager's UK Top 30 Under 30 in 2018 for his expertise in holistic wealth management and investment advice.
With a background in institutional-level analyzing of proprietary trading and risk management, Cfa Tommy Doan now specializes in providing bespoke investment services to high net worth and ultra high net worth private clients.
Driven by a desire to see the direct impact of his work and improve personal relationships, Cfa Tommy Doan aims to continually enhance his skill set to offer unparalleled financial services tailored to his clients' diverse needs, covering areas such as diversified portfolios, pensions, offshore wrappers, inheritance planning, protection, and credit lending facilities.
As a motivated team player, Cfa Tommy Doan is dedicated to helping individuals achieve their life aspirations through investments, holding prestigious titles such as CFA Charter-holder and Chartered Wealth Manager to ensure his credibility.
Seeking new challenges and opportunities for growth in the financial industry, Cfa Tommy Doan invites individuals and businesses to connect for future collaboration and support.
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