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John O’Leary

John O’Leary

Senior Mortgage Consultant

Followers of John O’Leary555 followers
location of John O’LearySpain

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  • Timeline

  • About me

    Wealth Manager

  • Education

    • The London Institute of Banking & Finance

      -

      Dipfa Cemap Cefa

  • Experience

    • Countrywide Plc

      May 2004 - May 2010
      Senior Mortgage Consultant

    • Lloyds Banking Group

      May 2010 - Mar 2015
      Financial Advisor

    • Capita Employee Solutions

      Nov 2015 - May 2016
      Investment Support Advisor

      Fixed-term Contract

    • RBS

      May 2016 - Dec 2017
      File Review Manager

      Fixed-term Contract

    • Equiniti Hazell Carr

      Jan 2018 - Sept 2018
      Senior Mortgage Reviewer

      Fixed-term Contract

    • Chase Belgrave

      Aug 2018 - Feb 2023
      Wealth Adviser

    • W1 Investment Group

      Feb 2023 - now
      Wealth Manager

  • Licenses & Certifications

    • Qualified Financial Adviser

      LIA
      Jan 2021