Phil Hegarty, MSc. BSc. QFA, LCoI, LIB

Chief Executive Officer at Credit Union Plus Ltd.
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Contact Information
us****@****om
(386) 825-5501
Location
Ireland, IE
Skills

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Credentials

  • LCOI
    -
  • QFA
    -

Experience

  • Credit Union Plus Ltd.
    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Chief Executive Officer
      • Dec 2020 - Present

    • Head of Member Services
      • Feb 2018 - Dec 2020

    • Operations Manager
      • May 2014 - Feb 2018

      Founded in 1963 Credit Union Plus (formerly St. Marys Credit Union) provide a wide range of financial services to our members, including Lending, Payments, Savings, Foreign Exchange and Insurance Products, among others.

  • Key Capital
    • Ireland
    • Financial Services
    • 1 - 100 Employee
    • Operations Manager
      • Mar 2007 - May 2014

      Key Capital Investment Wealth Management (IWM) offers financial advice and expertise in Private Wealth Management and Fund Asset Management. Other group companies offer Capital Markets and Corporate Finance services. Investment Wealth Management (IWM) partnered with Deutsche Bank Private Wealth Management provide investment solutions for both onshore and offshore high net worth individuals, commercial, family office clients and asset management in multiple asset classes including Private Equity, Hedge Funds, Mutual Funds, Direct Investments, Cash, Equities, Bonds.

  • State Street
    • United States
    • Financial Services
    • 700 & Above Employee
    • Senior Operations Specialist
      • Apr 2005 - Feb 2007

      IBT / State Street provide back and middle office services to large institutional clients. IBT / State Street provide back and middle office services to large institutional clients.

  • LMETB
    • Finance, College Grants & HR Clerical Officer
      • Nov 2004 - Apr 2005

      LMETB is involved in education provision at second and third level. LMETB is involved in education provision at second and third level.

  • PENNEYS
    • Part Time Manager
      • Apr 2000 - Feb 2003

Education

  • UCD Michael Smurfit Graduate Business School
    MSc in Business, Leadership & Management Practice
    2016 - 2020
  • The School of Professional Finance
    Professional Diploma in Financial Advice
    2010 - 2011
  • The School of Professional Finance
    University Diploma in Financial Services
    2005 - 2011
  • The School of Professional Finance
    Diploma in Compliance
    2007 - 2009
  • The School of Professional Finance
    Certificate in Mutual Fund Services
    2005 - 2006
  • Dublin Institute of Technology
    BSc. Business Mgmt:, Finance, Entrepreneurial Studies, Strategic Management, Logistics & Supply Chain Management
    1999 - 2003

Community

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