area manager at devere france@ deVere France
Paris, Île-de-france, France
Ben McNamara
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Anglia Ruskin University
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FlashIntel GPTBen McNamara is a highly experienced professional with over 20 years of work experience in retirement planning, portfolio management, financial advisory, wealth management, and asset management. He is currently working at deVere Group in Paris, France, where he provides expert advice to expatriate clients and investors worldwide. With over 10 billion of funds under advice and management, deVere Group is a leading financial consultancy with over 83,000 active clients in over 100 countries. Ben's key areas of focus include retirement planning, children's education planning, portfolio and asset management, protection and insurance planning, wealth preservation on death, QROPS, EURBS, and QNUPS.
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About
deVere Group is the world's largest independent international financial consultancy providing expert advice to expatriate clients and investors around the globe. With over $10 billion of funds under advice and management, deVere has over 83,000 active clients in over 100 different countries. Key areas of focus are retirement planning, childrens education planning, portfolio and asset management, protection and insurance planning, wealth preservation on death, QROPS, EURBS and QNUPS.
Work Experience
area manager at devere france
Financial Services
Ben McNamara's Professional Milestones
- Sales Manager (2003-09-01~2011-03-01): Strictly managed sales accounts, resulting in increased sales revenue and market expansion.
- Senior Financial Advisor (2011-03-01~2016-06-01): Provided strategic guidance and fostered personal growth through targeted client transactions and personalized financial strategies.
Education
Mechanical Engineering
1999-2002Skill
Retirement Planning
Portfolio Management
Financial Advisory
Wealth Management
Asset Management
Financial Services
Pensions
Wealth
Investments
Finance
Financial Planning
Financial Planners
Investment Advisory
Funding
Wealth Management Services
Mutual Funds
Investment Strategies
Investment Management
Protection
Asset Allocation
Alternative Investments
Bonds
Strategic Financial Planning
Savings
Tax Planning
Retirement
Inheritance Tax Planning
Estate Planning
Personal Finance
Education Planning
Pension Consolidation
Certification
Colleagues
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Ben McNamara works for deVere France
Ben McNamara's role in deVere France is area manager at devere france
Ben McNamara works in the industry of Financial Services
Ben McNamara's colleagues are Claudia D'Ascenzo,David Lawson,Josh Maunder
Ben McNamara's latest job experience is area manager at devere france at deVere France
Ben McNamara's latest education in Anglia Ruskin University
