About Me
I am from Dublin, Ireland and I lived with my family in the UAE from 2013 until 2021. I currently split my time between both countries.
I started my career in the finance industry when I qualified as a Financial Accountant (FCCA) in 1996. I have worked in senior roles with several international banks, including Wells Fargo Bank in the USA, Rabobank and Investec Bank in Ireland.
Since 2013, I have worked in the International Wealth Management Sector helping both individual and corporate clients. I am a fully qualified International Financial Planner, holding qualifications in Ireland (QFA), UK Chartered Level 6 (Adv DipFA) and in the USA with my Uniform Investment Adviser Law Exam (Series 65). These qualifications along with my regulatory licenses enables me to advise clients throughout the globe including those residing in the USA and expats living abroad with US based assets.
I enjoy my role working in the International Wealth Management Sector and I pride myself on providing holistic advice to my clients in all areas of financial planning. With my qualifications and global working experience, I believe that I have the knowledge and expertise to provide professional and straightforward advice to my clients.