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David Funcheon CFP® SIA PTP

871 followers

Ireland

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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

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