Fundz

Wren Sterling Appoints David Kelly as Chief Financial Officer

Mar 05, 2024

Position

Chief Financial Officer

Company

Wren Sterling

David Kelly
david.kelly@wrensterling.com
NottinghamFinancial ServicesFinanceFintechLending

Description

Wren Sterling, a Nottingham-based financial planning firm, has appointed David Kelly as chief financial officer. Kelly joins Wren Sterling with a strong track record of success in various finance and leadership roles within financial services.

Quick answer

Wren Sterling Appoints David Kelly as Chief Financial Officer (March 5, 2024). Wren Sterling is based in Nottingham, England, United Kingdom.

Who is the new Chief Financial Officer at Wren Sterling?
Wren Sterling named David Kelly Chief Financial Officer, announced March 5, 2024.
What did Wren Sterling announce on March 5, 2024?
Wren Sterling, a Nottingham-based financial planning firm, has appointed David Kelly as chief financial officer. Kelly joins Wren Sterling with a strong track record of success in various finance and leadership roles within financial services.
What does Wren Sterling do?
Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK.
Where is Wren Sterling based?
Wren Sterling is based in Nottingham, England, United Kingdom.
Which similar companies made leadership changes around the same time?
Visa (March 5, 2024), Access Bank Plc (March 4, 2024), Americor (March 4, 2024) and Green Dot (March 6, 2024) also announced leadership changes within 45 days of Wren Sterling.

Source: Fundz verified event record.

Other recent leadership changes in Financial Services and Finance

Executive moves at companies in the same sectors within 45 days, from Fundz verified event records.

Who to call at Wren Sterling, and when

A new leader at Wren Sterling brings new priorities and often new vendors. The first weeks are when they listen.

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Company Information

Company

Wren Sterling

Location

Nottingham, England, United Kingdom

About

Wren Sterling is a nationwide independent financial planning business with multiple offices across the UK. Wren Sterling specialises in all aspects of savings, investments, retirement planning, and financial advice for businesses. Our purpose is to help create a better life for our clients and their families, now and for generations to come. We do this by making the complex simple, developing bespoke financial plans, and establishing long-term relationships that give our clients clarity, confidence and control.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.