Ireland
Head of Retention at Academy of Financial Trading
Financial Services
Education
The Chartered Institute of Management Accountants 2014 — 2014
Diploma, CIMA Dip MA
CFA Institute
CFA, Grade 8 achieved @ level 1
Institute of Bankers School of Professional Finance 2011 — 2011
APA (Accredited Product Adviser), Investments & Savings
Institute of Bankers School of Professional Finance 2008 — 2009
Registered Representitive of the Irish Stock Exchange, Registered Stockbroker
University College Dublin 2003 — 2006
Bachelor of Commerce, Banking & Finance, 2.1
Colaiste Eoin 1997 — 2003
Leaving Certificate, Irish, English, Maths, Economics, German, History, Business
Experience
Academy of Financial Trading September 2015 - Present
Shaw Academy August 2015 - Present
Academy of Financial Trading May 2013 - September 2015
Recruiters April 2012 - May 2013
Merrion Capital November 2011 - February 2012
HSBC August 2011 - October 2011
Australia June 2009 - June 2011
Davy June 2007 - May 2009
Bank of New York Mellon October 2006 - June 2007
Skills
CRM, Financial Risk, Management, Financial Markets, Change Management, Reuters, Financial Analysis, Teamwork, Factset, Bloomberg, Banking, Relationship Management, Asset Managment, Highly Adaptable, Investments, Bonds, Commodity, Excel, Portfolio Management, Asset Management, Investment Advisory, Corporate Finance, Equities, Sales Presentations, Economics, Microsoft Office, Customer Relations, Wealth Management, Customer Service, Risk Management, Technical Analysis, Equity Research, Fixed Income, Management Presentations, Business Development, Trading, Credit, Microsoft Excel, Financial Modeling