Gillian Walsh

Chairperson at Financial Planners of Ireland (FPI)
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Contact Information
us****@****om
(386) 825-5501
Location
IE

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Experience

  • Financial Planners of Ireland (FPI)
    • Financial Services
    • 1 - 100 Employee
    • Chairperson
      • Jan 2023 - Present

    • Director
      • Jan 2019 - Present

  • Mercer
    • Portugal
    • IT Services and IT Consulting
    • Sales Leader
      • May 2019 - Present
  • Davy Select
    • Senior Account Manager
      • Oct 2016 - Apr 2019
  • Standard Life
    • Business Manager
      • Oct 2001 - Aug 2016

      Develop and maintain key relationships within and outside of the organization, to drive sales and increase funds under management Manage a panel of advisers Provide technical support and training to advisers Conduct oversight meetings with advisers Manage adviser and client entertainment Develop and maintain key relationships within and outside of the organization, to drive sales and increase funds under management Manage a panel of advisers Provide technical support and training to advisers Conduct oversight meetings with advisers Manage adviser and client entertainment

Education

  • University College Dublin
    Graduate Diploma Financial Planning, Honours
    2012 - 2014
  • Financial Planning Standards Board Ireland (FPSB)
    Certified Financial Planner TM or CFP®, Financial Planning
  • LIA
    QFA
  • University of Limerick
    BA, Insurance & European Studies
    1997 - 2001

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