Robert Smith
Portfolio Manager at Compass Private Wealth- Claim this Profile
Contact Information
us****@****om
(386) 825-5501
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Location
Dublin City, County Dublin, Ireland, IE
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Bio
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Experience
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Compass Private Wealth
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Ireland
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Investment Management
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1 - 100 Employee
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Portfolio Manager
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Mar 2022 - Present
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Aspire Wealth Management Ireland
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Ireland
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Financial Services
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1 - 100 Employee
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Client Portfolio Manager
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Jan 2017 - Feb 2022
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Willis Towers Watson
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Norway
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Financial Services
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Senior Pensions Associate
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Sep 2015 - Dec 2016
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Capita Life & Pensions
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United Kingdom
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Insurance
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1 - 100 Employee
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Support Manager
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Jan 2013 - Sep 2015
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Senior Life and Pensions Administrator
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Sep 2008 - Dec 2012
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Bank of Ireland Global Markets
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United States
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Banking
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1 - 100 Employee
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Derivatives Administrator
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Mar 2007 - Feb 2008
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New Ireland Assurance
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Ireland
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Financial Services
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1 - 100 Employee
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Mortgage Administrator
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Mar 2006 - Feb 2007
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Education
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2018 - 2023
University College Dublin
Chartered Financial Planner (CFP), Financial Planning and Services -
2016 - 2017
LIA
Pension Trustee Practitioner (PTP), Financial Planning and Services -
2015 - 2016
LIA
Retirement Planning Adviser (RPA), Financial Planning and Services -
2014 - 2016
LIA
Qualified Financial Adviser (QFA), Financial Planning and Services -
2007 - 2010
University College Dublin
Joint Financial Services Diploma (JFSD), Financial Planning and Services
Community
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