• Investment sales specialist for Mercer• Working with pension schemes, wealth managers, institutions, not-for-profits and advisers to help them, their members, clients and other stakeholders achieve their desired investment objectives

• Primary responsibility for the distribution strategy, proposition development & growth targets for the intermediary market in Ireland• Also have some responsibility for institutional & consultant channels. • Lead client management, sales support, marketing resources to achieve sales and retention targets.• Communicate knowledge of the company, funds, house view, asset allocation, investment process & philosophies.• Investment Specialist – act as the investment specialist for our funds for the private client and adviser channels. • Maintain strong internal relationships with investment management & other global distribution teams. • Client Portfolio Management – Portfolio reviews & analysis, commentaries, competitor analysis, client reporting.• Sales – Sales pitches, account planning, RFP’s, DDQ’s, CRM, prospecting.• Marketing – Investment seminars, videos & webinars, panel discussions, learning workshops, event management.• Constant correspondence with clients, prospects, industry bodies, internal departments and other stakeholders.

• Gained broad experience with a long only, deep value, equity investment manager.• Responsible for client management of the intermediary, consultant and institutional distribution channels.• Acted and the investment specialist for private clients. • Achieved strong retention and supported new business wins across consultant, institutional and wholesale channels.• Client Portfolio Management – portfolio reviews & analysis, and standard & custom client reporting.• Product Management – commentaries, competitor analysis, product development, data analysis.• Account Trading – buy & sell analysis, investment policy and restriction analysis, trade entry.• Sales Support – sales presentations, RFP’s, DDQ’s, CRM, prospecting, sales calls. • Fund Management – UCITS IV & board reports, fact sheets, prospectus, expenses, budgets, fair value, securities lending, financial statements, KIIDS, business plan, cash & flow reconciliation.

• Worked in structured finance & fixed income services on SPV’s, CDO’s, CLO’s, Conduits and QIF’s.• Worked as a Trustee, Calculation Agent, Paying Agent, Custodian, Collateral Administrator, SWAP intermediary, as well as in Relationship Management and Client and Business Development.• Liaising with external parties such as investment managers, auditors, clearing banks’ loan agents, arrangers, ratings agencies and SWAP counterparties, investors and swap counterparties.• Liaison with support areas: Financial Reporting, Cash Operations, Securities Clearing, DTC, Analytics, Legal, Sales, Asset Administration and others.• Acted as co-chair of the Trust Associate Forum. I also sat on the Employee Engagement Committee.• I was one of three candidates chosen to take part in a Corporate Mentoring Programme.

Worked in a broad range of industries while working my way through my time at University:• Centra Stores-Sales & Merchandising:2006-2007,2010-2011• Toyota Ireland - Client Services: 2006 - 2009• Lifestyle Sports - Sales and Merchandising: 2008 - 2009• Labour Link - Logistics: 2007 (summer job)• Fifth Avenue Cinemas: 2007 (summer job)• Garden Style - Landscaping • The Summit Inn - Barman & Waiter: 2005-2006• Howth Celtic Football Club - Manager & Coach: 2003-2006• Rocket Productions - Production Assistant: 2003• Tony O' Neill Soccer - Coach: