Nedbank Private Wealth
Dan Oates has over a decade of experience in customer service and business operations within the financial sector. Currently at Nedbank Private Wealth since May 2010, Dan Oates has advanced through various roles including Service Desk Technician, Client Review Team Leader, and multiple senior officer positions focused on new business and improvement controls. Prior experience includes a brief tenure as a Business Analyst at Barclays Wealth Management in April 2010 and company administration at Aston International Limited from November 2007 to March 2010. Dan Oates began a professional journey in the industry at Barclays Wealth Management from July 2001 to November 2007, where responsibilities encompassed customer service functions such as support, account management, and complaint handling. Educational background includes attendance at Ballakermeen High School from 1996 to 2001.
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Nedbank Private Wealth
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From our offices in the London, Isle of Man and Jersey and representative office in Dubai, our team of experienced wealth managers help to make your life easier and assist you in meeting your financial goals. We want to understand what matters to you and striking the right balance between your needs now and in the future.