Dynamic Planner Employee Directory

Financial ServicesBerkshire, United Kingdom51-200 Employees

Dynamic Planner enables advice firms to match people with suitable portfolios through engaging financial plans. Founded in 2003, it is an end-to-end, risk-based system, using a single definition of risk to ensure nothing is lost in translation in the planning and advice process.

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Dynamic Planner Global Highlights

Europe
169

United Kingdom Of Great Britain And Northern Ireland
165
Germany
1
Spain
1
France
1
Luxembourg
1

North America
47

United States Of America
45
Canada
2

Asia
12

India
7
Iran
2
Philippines
1
Pakistan
1
Indonesia
1

Africa
3

Ethiopia
3

South America
2

Peru
1
Venezuela
1

Dynamic Planner's Leadership

Y. S.
Chief Revenue Officer
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F. T.
Chief Financial Officer
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D. W.
Chief Operating Officer
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Email
A. C.
Chief Investment Strategist
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B. H.
Vice President Finance And Administration
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Email
E. G.
Head Of People & Values
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Email
J. M. L.
Head Of Business Development Sme
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Email
C. S.
Head Of Information Technology
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Dynamic Planner Employee Metrics

100%

50%

0%

2024

2023

Engineering
Analytics
Customer Success
Accounting
Consultant
Other

Contact profiles from Dynamic Planner

Name

Title

Contact Info

Location

Last Update

R. H.
Director Of Operations
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Email
United StatesNorth Carolina
Oct 22, 2024
E. D.
Digital Marketing Manager
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Email
United KingdomWales
Oct 25, 2024
R. B.
Product Marketing Manager
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Email
United KingdomEngland
Oct 25, 2024
C. C.
Marketing Campaign Manager
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Email
United KingdomEngland
Oct 25, 2024
S. B. C.
Talent Acquisition Manager
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Email
United KingdomReading
Nov 22, 2023
T. M.
Information Technology Operations Manager
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Email
United KingdomScotland
Oct 25, 2024
J. P.
Operations Manager
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Email
United StatesGeorgia
Sep 11, 2024
A. E.
Product Marketing Manager
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Mobile Phone
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Email
BermudaSouthampton
Oct 25, 2024
A. T.
Senior Product Owner
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Email
United KingdomEngland
Sep 26, 2024
C. B.
Principal Product Owner
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Email
United Kingdom
Oct 17, 2024

Frequently Asked Questions

What is Dynamic Planner known for?

Dynamic Planner was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in Fora Space, Thames Tower Station Road Reading, Berkshire RG1 1LX GB. Explore Dynamic Planner's company overview page for more information.

What is Dynamic Planner's most common email format?

Dynamic Planner employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Dynamic Planner email formats with LeadIQ.

How many employees does Dynamic Planner have currently?

Dynamic Planner has approximately 171 employees as of September 2024. These team members are located across 5 continents, including EuropeNorth AmericaAsia.

Who are Dynamic Planner's key employees and leadership?

As of September 2024, Dynamic Planner's key employees include:

Chief Revenue Officer: Y. S.
Chief Financial Officer: F. T.
Chief Operating Officer: D. W.
Chief Investment Strategist: A. C.
Vice President Finance And Administration: B. H.

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