Additions to the team – March 2014

20 May Additions to the team – March 2014

Our continued growth and the need to continually invest in future talent have combined to lead us to make three new appointments recently. Anne joins us following a long and distinguished career with Lloyds and our close connections with local universities led to us being introduced to Dan and Rory, both of whom join us following a rigorous recruitment process. A little bit of background on our new recruits………….

Anne Dawson

Having joined Lloyds Bank direct from college in February 1979, Anne worked for 33 years in Personal Banking undertaking various administrative roles. She took voluntary redundancy in October 2012 and after a break of 14 months was offered the opportunity to take on an administrative role with CDC. Anne says the main attraction of coming to work with CDC was to be part of a team whose philosophy is that the customers’ interests come first and a desire to deliver a first class customer experience.

Her hobbies include swimming, walking and generally keeping fit. Being a volunteer dog walker for the RSPCA, certainly helps!

Dan Goncalves

Originally from London, Daniel lived in Stockton-on-Tees for three years whilst studying for a degree in Accounting and Finance from Durham University. After spending a year back in London’s UCL, reading for a postgraduate degree in Global Governance & Ethics, Daniel returned to the North East, his adopted home.

Joining CDC as a Trainee Financial Adviser, Daniel will be spending his first few months supporting advisers before progressing towards completing his professional qualifications. Dan feels the skills he gained during his time at university lend themselves to a role within our organisation, but more importantly, CDC’s core values of ensuring high quality service and continually striving to do what’s best for the client at all times align perfectly with Daniel’s own ethos.

Daniel is a movie fanatic and spends a great deal of his time glued to the cinema screen. He admits to being a better supporter than participant, meaning he stays well clear of the football field, but enjoys supporting the curious combination of Benfica and Barnet. Aside from his financial planning exams, he aims to spend as much time as possible with his fiancée and in-laws.

Rory Whittle

Rory graduated from Northumbria University having completed an LLB (Hons) Law degree. He has since changed his focus to financial services after a working within the industry on a temporary basis last year.

Rory has joined CDC as a Trainee Compliance Officer. His role is to assist in the compliance function of CDC and is already using his legal background to review our policies and procedures so we continue to maintain our high regulatory standards.

He chose to work at CDC as we share his philosophy that a professional industry should always be underpinned by integrity and quality. Rory is enthusiastic in being a part of that.

Outside of work, Rory has an avid interest in strategy games, and enjoys reading the occasional sci-fi or fantasy novel.