David has over 19 years’ experience in financial services, working closely with both clients and financial advisers throughout his time. Prior to joining Oakglen Wealth, David was an Associate Director at UBS AG, having worked for over 14 years in UBS Wealth Management on their Strategic Partnerships Team. He also has extensive fintech experience, having worked on the UBS digital offering SmartWealth and in his previous role with Rosecut Technologies, which allowed him to harness his relationship management and client service skills, operations experience and marketing knowledge. He also has a creative flair with a strong interest in visual communication design, which he endeavours to apply to any role.
David Stoney
Marketing and Communications Lead