Phil Hegarty, MSc. BSc. QFA, LCoI, LIB
Chief Executive Officer at Credit Union Plus Ltd.- Claim this Profile
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Bio
Credentials
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LCOI
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QFA
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Experience
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Credit Union Plus Ltd.
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Ireland
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Financial Services
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1 - 100 Employee
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Chief Executive Officer
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Dec 2020 - Present
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Head of Member Services
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Feb 2018 - Dec 2020
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Operations Manager
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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.
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Key Capital
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Ireland
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Financial Services
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1 - 100 Employee
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Operations Manager
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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.
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State Street
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United States
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Financial Services
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700 & Above Employee
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Senior Operations Specialist
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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.
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Finance, College Grants & HR Clerical Officer
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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.
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Part Time Manager
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Apr 2000 - Feb 2003
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Education
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UCD Michael Smurfit Graduate Business School
MSc in Business, Leadership & Management Practice -
The School of Professional Finance
Professional Diploma in Financial Advice -
The School of Professional Finance
University Diploma in Financial Services -
The School of Professional Finance
Diploma in Compliance -
The School of Professional Finance
Certificate in Mutual Fund Services -
Dublin Institute of Technology
BSc. Business Mgmt:, Finance, Entrepreneurial Studies, Strategic Management, Logistics & Supply Chain Management