David Funcheon CFP® SIA PTP

David Funcheon CFP® SIA PTP

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  • Timeline

  • About me

    Manager CERTIFIED FINANCIAL PLANNER™ & Specialist Investment Adviser, Pension Trustee Practitioner

  • Education

    • University of Wales, Cardiff

      1998 - 2001
      Bachelor of Science - BS Sports and Exercise & Geography 2:2 Honours
    • Our Lady's Secondary School

      1993 - 1998
      BSc Science H-Dip Ed QFA RPA Teaching
    • University College Dublin

      2003 - 2004
      Higher Diploma in Education Science and Geography 2:1 Honours
    • University College Dublin

      2020 - 2022
      Postgraduate Degree Accounting and Finance 2:1

      CFP Certified Financial Planner

  • Experience

    • Acorn Life DAC

      Jan 2010 - Jan 2025

      As the Manger I am actively seeking to recruit Financial advisors to work as part of my existing team. As an advisor you must be driven to succeed, display and ability to sell, have excellent Communication skills and be willing to work as part of a winning team. Managing a very productive Direct Sales Team

      • Branch Manager

        Jan 2018 - Jan 2025
      • Assistant Branch Manager QFA RPA SIA

        Jan 2010 - Dec 2017
    • Ask Acorn

      Apr 2024 - now
      Branch Manager

      • Managed recruitment of new financial advisors and day-to-day operations of the financial planning team at Ask Acorn in Monaghan, Ireland.• Implemented strategic initiatives to drive team performance and achieve branch targets.• Streamlined processes to improve efficiency and client satisfaction, resulting in increased branch profitability.

  • Licenses & Certifications

    • 2024 MDRT Center for Field Leadership membership badge

      MDRT Center for Field Leadership
      Jan 2024
      View certificate certificate