David Gannon Email & Phone Number

County Dublin, Ireland

Dublin, County Dublin, Ireland

Cavendish Capital is a family office focused on fund-of-fund futures trading, equity trading and private equity.

I worked as a Wealth Management Analyst at Rothschild & Co. in London. The role consisted of providing a comprehensive range of wealth management services to some of the world's most successful families, individuals, foundations, and charities. Our team was focused on providing the best service and generating strong returns for our client base. While in this role I had exposure to ultra-high-net-worth-individuals (UHNWIs) and I expanded my investment knowledge by learning from industry experts.

Dublin, Ireland

I worked as a Wealth Management Executive on the Goodbody Personal team. While in the role I inherited existing clients and converted leads into new clients. I managed around 250 client and entity accounts consisting of Discretionary, Advisory and Execution only account types. These accounts amounted to around €20 million in FUM.While working in this role I further developed my sales, teamwork, communication, customer service and presentation skills. I also enhanced my knowledge of… Show more I worked as a Wealth Management Executive on the Goodbody Personal team. While in the role I inherited existing clients and converted leads into new clients. I managed around 250 client and entity accounts consisting of Discretionary, Advisory and Execution only account types. These accounts amounted to around €20 million in FUM.While working in this role I further developed my sales, teamwork, communication, customer service and presentation skills. I also enhanced my knowledge of investments, financial products and portfolio construction.The role is client-focused and as such it consisted of analyzing portfolios and advising clients on market trends and investment decisions, presenting a financial health check and future cash flow analysis to new prospects to provide them with a detailed financial plan, presenting quarterly performance updates to existing clients, assisting clients with financial queries, creating campaigns to attract new leads and managing client portfolios in line with their financial goals and risk objectives. Show less

Dublin, Ireland

I worked as a graduate for the largest Wealth team on the floor in terms of FUM. Graduates typically stay in this role for twelve months, however, I was fast-tracked to a position as a Wealth Management Executive and so only spent six months in this role. While working in this role I shadowed the Director of the team, participated in client calls and quarterly updates, updated the quarterly performance presentation, assisted with business development and lead generation strategies, and analyzed… Show more I worked as a graduate for the largest Wealth team on the floor in terms of FUM. Graduates typically stay in this role for twelve months, however, I was fast-tracked to a position as a Wealth Management Executive and so only spent six months in this role. While working in this role I shadowed the Director of the team, participated in client calls and quarterly updates, updated the quarterly performance presentation, assisted with business development and lead generation strategies, and analyzed won and lost opportunities using an excel spreadsheet that I developed. Show less

Dublin, Ireland

I worked as an intern for ten weeks on the Goodbody Personal team. This team focuses on growing the wealth of mass affluent individuals, those with income below one million euros. I prepared presentations, created a survey for our customer base, segmented the client book for each Wealth Manager, and assisted on client calls.

County Dublin, Ireland

This role consisted of researching a company within your sector, doing due diligence on the company's financials, running a competitor analysis, and building a financial model to calculate whether the stock would be a suitable investment. This role has increased my knowledge on topics such as investing, leadership and management through weekly meetings, regular guest speaker events, and stock pitching events.

Dublin, Ireland

Kinsale Capital is a value-focused advisory and investment management firm. While working here as an intern I monitored the performance of the EuroHedge award-winning Kinsale Compass Fund, analyzed the markets, tracked individual stock performance, and compared performance against competitors.

Dublin, Leinster, Ireland

This role consisted of researching a company within your sector, doing due diligence on the company's financials, running a competitor analysis, and building a financial model to calculate whether the stock would be a suitable investment. This role has increased my knowledge on topics such as investing, leadership and management through weekly meetings, regular guest speaker events, and stock pitching events.

Trinity College, Dublin

Organized and oversaw numerous events such as CSR Week, international trips, the DUBES Mystery Tour, RAG Week, multiple nights out & the BESS Ball, a gala for over 600 students.This role has helped me develop leadership and management skills. It has also improved my negotiation techniques and taught me how to organize and manage large and complex events.

Dublin, Leinster, Ireland

This job consisted of customer service, till work, sales and stock room maintenance.

Dublin, Ireland

Gained experience across a wide range of functions within a hedge fund company. These functions included discussing recent EMEA and North American movements with 12 research analysts during daily market meetings, analyzing client accounts and composing reports about market news and recent fund performance.

Professional Certificate In Stockbroking

Master'S Degree, Finance, General, First Class Honours - Gpa Of 3.76

Relevant Coursework: Derivative Securities, Capital Markets & Instruments, Banking & Financial Institutions, Portfolio & Risk Management.

Bachelor'S Degree, Business And Economics, Second Class Honours, Grade 1 - 2.1

Leaving Certificate, 520 Points