Daniel Kelly

Annual Review Analyst

T: 01420 83517

Daniel Kelly joined Murdoch Asset Management in March 2022 as an Annual Review Analyst, reviewing file notes from the clients’ recent meetings with the advisors and preparing client reports. Daniel is also responsible for preparing the pre-meeting reports, which analyse the previous year’s performance across all portfolios.

Daniel worked as an Assistant Branch Manager at Santander for eight years but most recently as a Ski Instructor in Finland.

Football, Golf, Snooker, and Freestyle skiing are just a few sports he enjoys in his spare time. Along with one you may not have heard of is Polocrosse (La Crosse on horseback!)

Qualifications:

  • Triple Distinction in Outdoor Sports Education from Southdowns College
  • Level 2 Award in the Principles of Coaching Sport (QCF)
  • Level 3 Award in Leadership and Management (ILM)