Catriona Davis
Business Development Executive
Catriona joined IBOSS in February 2025 and is a key member of the Business Development team. In her role as Business Development Executive, she provides dedicated support to our advisers, acting as an additional point of contact for day-to-day queries, requests, and general communications.
While new to the financial services industry, Catriona brings a strong background in client-focused roles. Prior to joining IBOSS, she worked for several years as an Account Manager in the Digital Health Tech sector, where she developed a passion for delivering outstanding service and building lasting relationships. Her previous experience also includes roles in pharmaceutical sales, as a Police Officer, and as a Personal Trainer—demonstrating her versatility, resilience, and strong interpersonal skills.
Catriona holds a BA (Hons) degree in Marketing and French from the University of Strathclyde.
Key Responsibilities Day-to-Day:
- Supporting the Business Development team in their work with financial advisers and planners.
- Acting as a direct point of contact for client queries and requests.
- Helping ensure advisers receive timely and accurate communications and materials.
- Contributing to the smooth running of business operations through cross-team collaboration.
Outside of Work
Away from the office, Catriona enjoys spending time with family and friends. Much of her free time is spent as a ‘teenage taxi service’, ferrying her children between activities. She also loves taking her dog on walks and embracing the outdoors whenever possible.
Contact
Types of Queries
Catriona is the point of contact for:
- General adviser queries and requests
- Client support and communications
- Day-to-day operational support for advisers