Jo D.

Jo D. has extensive experience in investment operations and customer service within the financial industry. Currently serving as Head of Investment Operations at True Potential LLP since August 2012, Jo has previously held roles such as Investment Operations Manager and Management Information Analyst. Prior to True Potential LLP, Jo worked at Standard Life from August 2008 to July 2012, fulfilling positions including Staff Association Area Representative and Wrap SIPP Administrator, demonstrating a strong commitment to staff support and customer service excellence. Jo's career also includes experience at Cheque Centres Limited as a New Applications Adviser and Branch Manager. Educational qualifications include an Investment Management Certificate from the CFA Institute and an Investment Advice Diploma from The Chartered Institute for Securities & Investment (CISI).