Ireland
Senior Account Manager at Friends First, MSc, MA (econ),CFP®,QFA
Financial Services
Education
University College Dublin 2013 — 2015
Master of Science (MSc), Financial Services, First Class Honours
CFP® Financial Planning Standards Board 2015 — 2015
Certified Financial Planner®, Financial Planning and Services, Approved
University College Dublin 2013 — 2014
Graduate Diploma In Financial Planning, Financial Planning, 1st Class Hons
QFA 2002 — 2003
QFA, Financial Advice
National University of Ireland, Galway 1990 — 1992
MA, Economics, 2nd class Honours
National University of Ireland, Galway 1987 — 1990
BA Hons 2.1, Economics & Geography
Institute Of Bankers 2001 — 2002
Diploma In Investment Advice, Investment advice
Institute OF Bankers / UCD 1997 — 1998
Diploma In Financial Services, Banking and Financial Support Services
University College Dublin 1994 — 1995
Banking Diploma, Banking
St Munchins Limerick 1980 — 1987
Experience
Friends First February 2009 - Present
Irish Bank Resolution Corporation Limited August 2004 - January 2009
Bank Of Ireland Private Banking January 2000 - August 2004
Bank Of Ireland Asset Management February 1997 - December 2000
Bank of Ireland October 1992 - February 1997
Skills
Relationship Management, Investments, Strategic Financial..., Retirement, Commercial Lending, Life Insurance, Retirement Planning, FX Options, Risk Management, Asset Allocation, Financial Analysis, Credit Analysis, Funding, Insurance, Asset Management, pension and investment..., Financial Planning, Portfolio Management, Retail Banking, Financial Risk, Sales Management, Banking, Equities, Channel Management, Financial Advisory, High Net Worth..., Savings, compliance financial..., Credit, Finance, Wealth Management, Management, Financial Services, Estate Planning, Investment Advisory, Debt Management, Protection, property lending, Asset Managment, Private Banking, Loans, Wealth Preservation..., Income Protection, Pensions, Investment Strategies