Accomplished Leader in Financial Services with 20 years bankingexperience. A strong record of delivering commercially focused,customer centric outcomes, underpinned by a key focus on staffengagement, diversity and developing talent.
Head Of Retail Banking
December 2018 – Present
Responsible for leading and developing a highly motivated team across theFirst Trust Bank Retail Network to deliver a comprehensive, consistent andquality experience for our customers. Responsible for driving high standardsin operational excellence, risk and performance to deliver growth. As part ofAIB Group, we strive to provide each customer with the financial solutions andexceptional service they need to realise their dreams and ambitions.
Regional Manager Customer Financial Planning and Deposits
November 2014 – December 2018 (4 years 2 months)
Mid West Region
Responsible for leading and developing AIB’s Financial Planning Sales Teamin multiple locations across the Mid West Region to achieve income, sales andservice targets. The primary focus is to put our customers first by delivering anexceptional needs based professional advisory service. Developing strategy todeliver results over the short, medium and long term.
Bank of Ireland
15 years 6 months
Regional Treasury Specialist
August 2013 – November 2014 (1 year 4 months)
My role as a Treasury Specialist is to assist Irish and International businessesin managing risks associated with Trading Overseas. The support and adviceI provide helps my customers to minimize risks such as Foreign Exchange,Interest Rate, Payments,Trade and Commodity risks via bespoke tailored solutions.
Regional Deposit Manager
August 2007 – September 2013 (6 years 2 months)
My primary role was to recruit deposits for Bank of Ireland, advise clients on the term, rate, access and future interest rate trends.In addition, training andpresentations to Bank of Ireland branch staff on market updates, interest rates and new deposit products
Regional Investment Development Manager
August 2004 – August 2007 (3 years 1 month)
South East Ireland
Reviewing High Net Worth medium to long term investments for existingbank of Ireland clients and advising new to bank of Ireland clients on differentinvestment options. In addition, my role incorporated training with Bank ofIrelands Insurance & Investment Managers and branch staff on new products,identifying clients, market updates and business development
Portfolio Insurance & Investments Manager
June 1999 – July 2004 (5 years 2 months)
South West/East Ireland
Dealing with High Net Worth Individuals giving overall financial planning adviceincorporating retirement planning, investment advice and life assurance
University of Limerick
Master of Business Administration – MBA, Business, Management, Marketing,and Related Support Services · (2017 – 2019)
Institute of Bankers Ireland
St Flannans College Ennis
University of Limerick
Business Studies and Spanish, Business Studies and Spanish
Spanish (Professional Working)
English (Native or Bilingual)
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