
Timeline
About me
Business Graduate, Qualified Financial Advisor and Adventure Enthusiast
Education

Lia & institute of bankers
2017 - 2018Professional diploma in financial advice (qfa) banking and financial support servicesAccredited the Professional Diploma in Financial Advice (QFA). Allowing me to pursue my interest in investment advice for young professionals an area i believe is lacking.

Terenure college
2006 - 2012High school 450 cao pointsActivities and Societies: Swimming Rugby Football Irish A2 English D1 Mathematics C2Business A2Accountancy C3 Chemistry C2French B1(O)

Dublin city university
2012 - 2016Bachelor’s degree business studies specialising in finance 2.3Activities and Societies: DCU Canoe Club Snowsports Society Investment Society Academic• Completed eleven month INTRA program with Enterprise Ireland.• New Enterprise Development; bringing business concept to investor pitch through all stages of business development.• Final Year Modules include: Business Strategy, Consumer Behavior, Globalisation, Fund Accounting, Risk Management, Econometrics, Financial Theory, Taxation, International Finance.• Other modules of note include: Digital Innovation Creativity & Enterprise, Business Law… Show more Academic• Completed eleven month INTRA program with Enterprise Ireland.• New Enterprise Development; bringing business concept to investor pitch through all stages of business development.• Final Year Modules include: Business Strategy, Consumer Behavior, Globalisation, Fund Accounting, Risk Management, Econometrics, Financial Theory, Taxation, International Finance.• Other modules of note include: Digital Innovation Creativity & Enterprise, Business Law, Business Information Systems, Business & Professional Ethics, Macro & Micro Economics, Applied Market Research. Extra-Curricular• Secretary/Vice-president of DCU Snowsports (800 members). Lead organiser of Society ski trip to France for 230 people.• Events Officer(2013), Equipment officer(2014-2016) of DCU Canoe Club (300 members) Show less

Dublin business school
2018 - 2019Diploma in big data for business business administration and management, general
Experience

Grimes international business and training solutions
Jan 2012 - Mar 2014Administrative assistantPart-time (full-time) work assisting in administrative duties.Principle responsibilities Include; basic accounts maintenance, and collation of course materials for a masters-level program.

Great outdoors
Jan 2013 - Jan 2014Sales assistantPart-time work as sales assistant involving high level customer service on specialized outdoor products. Duties Included;- Driving sales through my knowledge of university society requirements.- Hosting information events for potential commercial clients.- Stock Management- Till Operation- Repairs- Specialised product training with major outdoor suppliers.

Horizon ireland
Jun 2013 - Aug 2013Group leader / activity instructorFull time work in an international language activity camp catering for ages 10-17 years old.Split role of;- Activity Instructor: Planning and co-ordinating a range of outdoor activities throughout the groups stay. - Group Leader: On site supervision during nights as well as leading entertainment for the evenings. Other duties included running the camp shop and leading day excursions.

Enterprise ireland
Sept 2014 - Sept 2015Intern, investment services divisionFull time work in Investment Services Division focused on Commercial Evaluation and Equity Departments. Performed duties include;• Assisting on independent commercial evaluation reporting, involving financial and operational due diligence prior to investment.• Yearlong project compiling an excel based Post Investment Review database, along with research and analysis of investment trends for previous 5 years involving 1359 approvals. Additional monthly metrics reports prepared for DM use at executive meetings.• Support with equity valuations and equity management: specific focus on book valuation of EI’s CEB portfolio along with co-authoring three equity review reports determining poor performing approvals. Equity project of assisting on summary of EI’s portfolio for IPRC report.• Co-ordination and execution of monthly Focus on Funding seminar, additional administrative duties include; legal administration, editing intranet system, managing department mailbox’. Show less
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Link group (lnk)
Apr 2017 - nowTransfer agent - associateEnd to end coordination and excecution of investors trading activities with various fund entities, from point of contact through to cash settlement. It is a fast paced work environment involving the processing of time critical tasks with an emphasis on organisation, analytical ability and prioritisation.Role Includes - Daily Cash Reconciliations against fund activities - Database maintenance of trades and relevant information on internal software - Processing subscriptions, redemptions, transfers and other transaction using various payment systems. - Liaising with compliance and AML in relation to investor or trade legitimacy - Managing client relationships and interacting with fund principles - Integrating new products to Link Asset Services operation.I have also contributed to a recent project to move our reconciliations process from excel to new cloud based software. Show less

Sei
Aug 2018 - nowSenior operations analystProvision of administrative support for fund entities. - Managing client relationships through projects by interacting with fund managers, and other parties such as; depositary, legal.- Perparing SEI information packs for funds’ board meetings, and answer relevant queries at time of meeting.- Involved in project to automise administrative processes to cloud system. - Processing a wide range of financial transactions and supporting anylsis.- Integrating new financial products to Link Asset Services operation. Show less
Licenses & Certifications

Level 3 kayaking skills
Canoeoe ireland
Volunteer Experience
Assistant
Issued by KARE on Apr 2010
Associated with Daniel Grimes
Languages
- enEnglish
- frFrench
- irIrish
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