Dan Graham

Dan Graham has a diverse work experience spanning different roles and industries. Dan began their career at Newcastle University, where they worked as a Graduate Ambassador, promoting higher education through school activities and coordinating on-campus events. Dan later took on the role of MBBS Support Assistant.

In 2017, Dan joined Postcard Financial Planning Ltd as a Client Services Manager, responsible for managing client relationships. Dan then advanced to the position of Marketing and Operations Director, overseeing marketing strategies and operational activities.

Currently, Dan is serving as the Head of Marketing at NextGen Planners since March 2023. Prior to this, they held the role of Head of Community Experience & Marketing, focusing on community engagement initiatives. Dan also served as a Board PA, contributing to the organization's administrative tasks.

Throughout their career, Dan has demonstrated versatility and proficiency in various areas, particularly in marketing, client services, and community engagement.

Dan Graham obtained a Bachelor's degree in English Language from Newcastle University from 2013 to 2016. Dan then pursued a Diploma for Financial Advisers (DipFA) from The London Institute of Banking & Finance, although the specific duration is unknown. From 2018 to 2019, Dan completed a Certificate in Mortgage Advice and Practice in the field of Financial Planning and Services at The London Institute of Banking & Finance. Subsequently, they pursued professional digital marketing qualifications from the Chartered Institute of Marketing (CIM). In 2020 to 2021, they achieved a Level 4 Certificate in Professional Digital Marketing, followed by their current pursuit of a Level 6 Diploma in Professional Digital Marketing, which began in 2022.