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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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

D. H.
Gm Of Client Support
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Email
United StatesNorth Carolina
Oct 21, 2024
E. F.
Onboarding & Training Manager
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Email
United KingdomReading
Oct 25, 2024
G. E.
Technical Lead
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Email
United KingdomOxfordshire
Aug 01, 2024
J. T.
Senior Project Manager
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Email
United KingdomEngland
Oct 25, 2024
J. G.
Client Success Manager
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Email
United KingdomReading
Sep 13, 2024
J. S.
Manager
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Email
United KingdomNottingham
Sep 16, 2024
L. B.
Account Management Team Lead
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Email
United KingdomSurrey
Oct 21, 2024
M. P.
Customer Success Manager
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Mobile Phone
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Email
United KingdomEngland
Oct 25, 2024
P. O.
Software Development Manager
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Mobile Phone
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Email
United KingdomReading
Jul 30, 2024
P. G.
Senior Account Manager
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Mobile Phone
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Email
United KingdomEngland
Sep 26, 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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