Caroline Flannery, CFA
Equity Fund Manager at Setanta Asset Management Ltd- Claim this Profile
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Experience
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Setanta Asset Management Ltd
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Ireland
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Investment Management
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1 - 100 Employee
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Equity Fund Manager
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Jun 2017 - Present
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Setanta Asset Management
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Ireland
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Investment Management
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1 - 100 Employee
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Equity Analyst
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2016 - Present
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Analyst
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Bank of America
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United States
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Banking
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700 & Above Employee
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Specialist and Supervisor
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Jun 2009 - Dec 2011
o Worked with residual stocks, mutual funds and unit trust funds o Worked closely with trade support, tax advisors, very senior management and the Irish and UK Governments. o Worked with stocks, ETFs and private equity. o Project management, problem- solving and analytics. o Recouped millions of pounds for the company. o Won an award from BAML (Bank of America Merrill Lynch) and promoted to team leader. o Worked with residual stocks, mutual funds and unit trust funds o Worked closely with trade support, tax advisors, very senior management and the Irish and UK Governments. o Worked with stocks, ETFs and private equity. o Project management, problem- solving and analytics. o Recouped millions of pounds for the company. o Won an award from BAML (Bank of America Merrill Lynch) and promoted to team leader.
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Merrill Lynch
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United States
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Financial Services
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700 & Above Employee
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European Equity Specialist
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Jun 2007 - Oct 2008
• Worked with equities and fixed income products in the UK, Irish, French, German, Dutch, Italian, Belgian, London and Euroclear markets. • Worked with equities and fixed income products in the UK, Irish, French, German, Dutch, Italian, Belgian, London and Euroclear markets.
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Education
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Institute of Chartered Financial Analysts
CFA Charterholder, Finance and Financial Management Services -
Trinity College, Dublin
Bachelor of Business Studies, Investments and Securities