David Kohn is an IFA professional with extensive experience in project management and process design, focused on driving efficiency and excellence in financial services. They have previously managed client portfolios at BROADSTONE Pensions and Investments from 2008 to 2013 and held roles at M&G, Thomas Miller Investment, and Ascot Lloyd. Currently, David serves as a Senior Project Manager at Finli Group since 2025 and is pursuing further education at IMC,IAQ.
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