Marah Curtin Email & Phone Number

County Dublin, Ireland

Frekkel is your personal AI-powered skincare concierge, combining advanced technology with tailored advice to revolutionise the way you care for your skin.

Dublin, Ie

Enterprise Ireland’s New Frontiers is the nationwide programme for ambitious startup founders with an innovative business idea that has the potential to scale and provide employment.

Dublin 2, Ie

I focused on strategic planning and innovation in relation to how Davy engage clients and their other professional advisers, enhancing the client experience and supporting advisers in delivering on their commitments to clients in a coordinated and collaborative way.

Dublin 2, Ie

Dublin 2, Ie

Upon my return from maternity leave, I re-entered private practice with a focus on helping U.S. Multinational Executives plan financially for their future. My practice also had a distinct focus on engaging women.My expertise includes all areas of strategic financial planning, including securing cash flow during transitions, retirement funding, concentrated and restricted stock management and employee stock option planning.My approach to wealth management helps to ensure that clients don’t get in the way of their own financial success and are able to confidently make informed decisions about their financial future today, greatly improving the probability of achieving their personal and financial goals.

Dublin 2, Ie

Dublin 2, Ie

My work focused on creating opportunities for advisers to engage with clients and their families in more meaningful ways and supporting them with the training and resources they needed to deliver a more consistent and compelling client experience.I launched a practice management survey to assess department-wide and individual developmental needs, focusing on the the widest skill gaps between perceived value and proficiency, which informed a programme that I led focused on business development, operational efficiencies and client loyalty initiatives.I initiated programmes in Davy that invested time and resources in our clients' most valuable asset--their children--through the SavvyTeenAcademy and SavvyStudentAcademy, which were delivered by Susan HayesCulleton and Monica Murphy.I launched and led initiatives aimed at improving financial literacy in women and children, including the Modern Woman Series of seminars, Femenomics: Women in Business Research, and Cents for Kids.

Like any great revolution, a femolution begins with the women working in and being served by the industry. By providing financial insight when, where and how she wants it, we can help shape the financial futures of women, their families and our collective futures.

Dublin, Leinster, Ie

Cents for Kids supports parents with the tools and resources they need to make sense of money for their kids, reinforcing the essential traits of our next generation of money managers: Eager Earners, Savvy Savers, Conscious Consumers, Intentional Investors, and Gracious Givers.

London, England, Gb

Finimize is a UK FinTech on a mission to increase the net worth of a generation through informative content and community, empowering millennials with the information they need to invest with confidence. As a Community Host, I host events to help further their mission, which is a fun new way to engage and empower our next generation of investors!

New York, Ny, Us

My team and I moved our wealth management practice to Merrill Lynch in an effort to improve the services and solutions we provided our clients and their families. I left NYC in July 2013 and moved to Ireland.

New York, Ny, Us

My wealth management practice was tailored to meet the needs of senior executives and business owners. Many of my clients had a disproportionate amount of their wealth tied up in a single asset—whether it be their family business or company stock—and as a result, I built up a lot of expertise around managing and monetizing concentrated holdings.*Company formerly known as Salomon Smith Barney was acquired by Citigroup and became Citi Smith Barney and then later acquired by Morgan Stanley to become Morgan Stanley Smith Barney, which is now operating as Morgan Stanley.

New York, Ny, Us

Provided updates, information and opinions on investment managers for clients.Facilitated the sale of Rule 144 restricted stock, the development of Rule 10b5-1 sales plans, and other executive financial services.Licensing: Series 7, 63, 65, Life, Health & Disability*Company formerly known as Salomon Smith Barney, which was acquired by Morgan Stanley.

New York, Ny, Us

New York, Ny, Us

Prepared performance measurements for clients, which involved computing account performance, analysing investment portfolio holdings, and generating quarterly investment performance monitors.Developed written Statements of Investment Policy for clients.Licensing: Series 7 and 63*Company formerly known as Salomon Smith Barney, which was acquired by Morgan Stanley.

Certificate In Company Direction, Board Leadership And Governance

Oxford Fintech Programme

Master’S Degree, Financial Services

Graduate Diploma, Financial Planning

Professional Diploma, Financial Advice

Chartered Retirement Planning Counselor Or Crpc®

B.A. Economics, B.A. Business Administration With A Concentration In Entrepreneurial Studies

High School