David Gannon Email and Phone Number
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I am currently working as a Business Development Manager at Abbey Capital. 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.Prior to this, I worked as a Wealth Management Executive at Goodbody. While in this role I established new clients, analyzed portfolios, advised clients on market trends and investment decisions, and dealt with client queries and requests. In my first year in the company, I was awarded Graduate of the Year 2020. During my time at Goodbody, I grew my network and focused on retaining clients and acquiring new leads. Prior to my departure, I was managing 251 client accounts, comprising nearly €20 million in FUM.I graduated from Trinity College Dublin achieving a II.I in my undergraduate degree studying Business & Economics. Following this, I completed an MSc in Finance at UCD Michael Smurfit Business School, where I achieved first-class honours. Modules within this MSc in Finance include Equity Asset Valuation, Capital Markets & Instruments, Portfolio & Risk Management, Behavioural Finance, and Derivative Securities. I am an enthusiastic, hardworking individual with key strengths in sales, leadership, public speaking, and customer service. I have a keen interest in wealth management, financial planning, private equity, sales, and investing.
Abbey Capital Limited
View- Website:
- abbeycapital.com
- Employees:
- 60
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Business Development ManagerAbbey Capital Limited Sep 2024 - PresentCounty Dublin, Ireland -
Investment AnalystCavendish Capital Ltd Jan 2024 - Sep 2024Dublin, County Dublin, IrelandCavendish Capital is a family office focused on fund-of-fund futures trading, equity trading and private equity. -
Wealth Management AnalystRothschild & Co Dec 2022 - Dec 2023I 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. -
Wealth Management ExecutiveGoodbody Apr 2021 - Nov 2022Dublin, IrelandI 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 -
Wealth Management AnalystGoodbody Oct 2020 - Apr 2021Dublin, IrelandI 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 -
Wealth Management GraduateGoodbody Aug 2020 - Oct 2020Dublin, IrelandI 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. -
Financial AnalystUcd I&E Student Managed Fund Oct 2019 - May 2020County Dublin, IrelandThis 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. -
InternshipKinsale Capital Management Limited May 2019 - Jun 2019Dublin, IrelandKinsale 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. -
AnalystTrinity Student Managed Fund Sep 2017 - May 2019Dublin, Leinster, IrelandThis 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. -
Social SecretaryDubes - Dublin University Business And Economics Society May 2017 - May 2019Trinity College, DublinOrganized 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. -
Sales AssociateTommy Hilfiger Jan 2016 - May 2019Dublin, Leinster, IrelandThis job consisted of customer service, till work, sales and stock room maintenance. -
Sales AssociateTommy Hilfiger Oct 2018 - Mar 2019Dublin, Ireland -
InternAbbey Capital Limited May 2018 - Jul 2018Gained 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.
David Gannon Skills
David Gannon Education Details
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First Class Honours - Gpa Of 3.76 -
Second Class Honours, Grade 1 - 2.1 -
Belvedere College S.J.520 Points
Frequently Asked Questions about David Gannon
What company does David Gannon work for?
David Gannon works for Abbey Capital Limited
What is David Gannon's role at the current company?
David Gannon's current role is Business Development Manager at Abbey Capital.
What is David Gannon's email address?
David Gannon's email address is da****@****dco.com
What is David Gannon's direct phone number?
David Gannon's direct phone number is (312) 379*****
What schools did David Gannon attend?
David Gannon attended Iob, Ucd Michael Smurfit Graduate Business School, Trinity College Dublin, Belvedere College S.j..
What skills is David Gannon known for?
David Gannon has skills like Leadership, Customer Service, Sales, Microsoft Office, Management, Public Speaking, Social Media, Marketing, Entrepreneurship, Microsoft Excel, Teamwork.
Who are David Gannon's colleagues?
David Gannon's colleagues are Lachlan Hall, Stephen Collins, Liz Clapp, Kevin Donohoe, Mark Mcpaul, Isa Dillane, Caia, Philip Kane.
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