Marco Lupo Msc Cfp® Qfa Apa
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Marco Lupo Msc Cfp® Qfa Apa Email & Phone Number

Senior Wealth Executive at Goodbody
Location: Dublin, County Dublin, Ireland 4 work roles 6 schools
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Current company
Goodbody
Role
Senior Wealth Executive
Location
Dublin, County Dublin, Ireland
Company size
302 employees

Who is Marco Lupo Msc Cfp® Qfa Apa? Overview

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Quick answer

Marco Lupo Msc Cfp® Qfa Apa is listed as Senior Wealth Executive at Goodbody, a company with 302 employees, based in Dublin, County Dublin, Ireland. AeroLeads shows a matched LinkedIn profile for Marco Lupo Msc Cfp® Qfa Apa.

Marco Lupo Msc Cfp® Qfa Apa previously worked as Financial Planning, Pensions & Investment Solutions - Wealth Management at Goodbody and Sponsorship Officer for The Accounting & Finance Society at Dublin City University. Marco Lupo Msc Cfp® Qfa Apa holds Certified Financial Planner®, Financial Planning And Services from University College Dublin.

Company email context

Email format at Goodbody

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Goodbody

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Profile bio

About Marco Lupo Msc Cfp® Qfa Apa

As a Wealth Executive at Goodbody, I provide financial planning, pensions, and investment solutions to high net worth clients. I am highly experienced in wealth management, having worked at Goodbody in various roles such as, financial planning, investment strategy and client relationships. I hold a Msc in Financial Services and a Professional Diploma in Strategic Management from University College Dublin, as well as the CERTIFIED FINANCIAL PLANNER® and QFA qualifications. I have developed strong skills in customer relationship management, investment planning, and portfolio management, and I have a passion for helping clients achieve their financial goals and dreams. I am committed to delivering excellence, integrity, and innovation in my field of expertise.

Current workplace

Marco Lupo Msc Cfp® Qfa Apa's current company

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Goodbody
Goodbody
Senior Wealth Executive
ballsbridge, dublin, ireland
Website
goodbody.de
Employees
302
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Company profile
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4 roles

Marco Lupo Msc Cfp® Qfa Apa work experience

A career timeline built from the work history available for this profile.

Senior Wealth Executive

Current
Goodbody

Dublin

Jun 2021 - Present

Financial Planning, Pensions & Investment Solutions - Wealth Management

Goodbody
Aug 2017 - Jun 2021

Sponsorship Officer For The Accounting & Finance Society

Dublin City University

Dublin City University

Apr 2016 - May 2017

Chairman Of Dcu Investment Society & Co-Founder Of Dcu'S Stundent Managed Fund

Dublin City University

Dublin City University

The DCU Investment Society was established to improve members' understanding of investment management; to help members develop practical investment, trading & financial skills and test them in the markets. We aim to create superior access to career opportunities in the investment/finance industry, via internal and external college inter-varsity trading.

Oct 2015 - May 2017
Team & coworkers

Colleagues at Goodbody

Other employees you can reach at goodbody.de. View company contacts for 302 employees →

RS Rory Stynes Rory Stynes Colleague at GoodbodyIreland, Ireland View → CV Conor Vavasseur Conor Vavasseur Colleague at GoodbodyIreland, Ireland View → SF Sarah Fallon Sarah Fallon Colleague at GoodbodyIreland, Ireland View → BM Brendan Mcginn Brendan Mcginn Colleague at GoodbodyIreland, Ireland View → DS Dudley Shanley Dudley Shanley Colleague at GoodbodyDublin, County Dublin, Ireland, Ireland View → SF Shane Farrell Cfp® Shane Farrell Cfp® Colleague at GoodbodyIreland, Ireland View → DH Diane Hodgson Diane Hodgson Colleague at GoodbodyIreland, Ireland View → CL Conor Lacey Cfp® Conor Lacey Cfp® Colleague at GoodbodyIreland, Ireland View → GF Gary Fitzgerald Qfa Cfp Gary Fitzgerald Qfa Cfp Colleague at GoodbodyIreland, Ireland View → PO Patrick O'Donnell Patrick O'Donnell Colleague at GoodbodyDublin, County Dublin, Ireland, Ireland View →
6 education records

Marco Lupo Msc Cfp® Qfa Apa education

Emerging Leadership Programme, Leadership

Dublin City University

The DCU Alumni Emerging Leaders Programme facilitates the next generation of leaders from our Alumni community through a schedule of.

Qfa, Qualified Financial Advisor

Iob

Bachelor'S Degree, Economics, Politics And Law, 2.1

Dublin City University

Activities and Societies: Investment Society, Law Society, Enterprise Society, Accounting & Finance Society and Snow sports society Final.

FAQ

Frequently asked questions about Marco Lupo Msc Cfp® Qfa Apa

Quick answers generated from the profile data available on this page.

What company does Marco Lupo Msc Cfp® Qfa Apa work for?

Marco Lupo Msc Cfp® Qfa Apa works for Goodbody.

What is Marco Lupo Msc Cfp® Qfa Apa's role at Goodbody?

Marco Lupo Msc Cfp® Qfa Apa is listed as Senior Wealth Executive at Goodbody.

Where is Marco Lupo Msc Cfp® Qfa Apa based?

Marco Lupo Msc Cfp® Qfa Apa is based in Dublin, County Dublin, Ireland while working with Goodbody.

What companies has Marco Lupo Msc Cfp® Qfa Apa worked for?

Marco Lupo Msc Cfp® Qfa Apa has worked for Goodbody and Dublin City University.

Who are Marco Lupo Msc Cfp® Qfa Apa's colleagues at Goodbody?

Marco Lupo Msc Cfp® Qfa Apa's colleagues at Goodbody include Rory Stynes, Conor Vavasseur, Sarah Fallon, Brendan Mcginn, and Dudley Shanley.

How can I contact Marco Lupo Msc Cfp® Qfa Apa?

You can use AeroLeads to view verified contact signals for Marco Lupo Msc Cfp® Qfa Apa at Goodbody, including work email, phone, and LinkedIn data when available.

What schools did Marco Lupo Msc Cfp® Qfa Apa attend?

Marco Lupo Msc Cfp® Qfa Apa holds Certified Financial Planner®, Financial Planning And Services from University College Dublin.

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