Experience
- Oakglen Wealth PlanningSenior Wealth Managercurrent2025 — presentSt. Helier, Jersey
- Oakglen Wealth PlanningSenior Wealth Manager2019 — 2025St. Helier, Jersey
- HBFS Independent Financial AdvisersSenior Wealth Manager2019 — 2025St Helier, Jersey
- HBFS LimitedOwner2004 — 2025Jersey, United Kingdom
Education
- De La Salle College
Skills & more
Retirement PlanningIntergenerational Wealth TransferInvestments15Asset Managment4Customer Service3Portfolio Management9Risk Management13Business Analysis5Due Diligence2Wealth Management14Banking2Insurance2
+12 more
Business StrategyManagementNew Business DevelopmentStrategyPersonal PensionsManagement ConsultingAsset ManagementPensionsWealthBusiness PlanningPrivate EquityFinancial Services- PCIAM Private Client Investment Advice Management — Chartered Institute of Securities and Investment
From David's professional profile.
Colleagues at Oakglen
Aaron Ali
Senior Administrator at Oakglen
Alex Smyth
Head of Fund Services at Oakglen
Alfie Maylin
Trainee Administrator at Oakglen
Allan Stewart
Managing Director - Jersey at Oakglen
Amy-Jane Hamon
Compliance Manager at Oakglen
Anne-Marie Sinclair
Front of House Receptionist at Oakglen
Austin Mutambirwa
Assistant Manager – Client Financial Reporting at Oakglen
Bella Tayler
Trainee Investment Manager - UK at Oakglen
Frequently asked questions
- Where does David Troy work?
- David Troy is Senior Wealth Manager at Oakglen.
Shared employers
Also worked at Oakglen Wealth Planning8
Chris HallManaging Director - Oakglen Wealth Planning at OakglenBronagh MartinCompliance Manager at OakglenJohn RamsaySenior Financial Adviser at OakglenScott CullinaneFinancial Adviser at OakglenTom LewisFinancial Adviser at OakglenRegitze PetersenTrainee Financial Adviser at Oakglen
+ 2 more