Shane O'Brien Email & Phone Number

London

United Kingdom

Responsible for Multi-asset Investment Directors in Irish and UK markets Wholesale market

County Dublin, Ireland

Dublin

-Senior Relationship Manager for intermediary clients distributing SSgA funds into the Irish market-Clients include some of the country’s largest Life Assurance Companies and Wealth Managers -Main products include: Absolute Return Strategies, ETFs, Property, Active and Passive Fixed Income and Equity fundsRole activities: -Main responsibility is supporting the sales channels for SSgA Ireland’s largest client: Initiatives entail: regular presentations, seminars, webinars, teleconferences, marketing collateral, entertainment-Role also entails business development with other domestic intermediaries. Initiatives entail: seminars, educational workshops, cold calling, regular meetings, regular communications, entertainmentAchievements:- Promoted to Vice President in March 2014-Significant increase in activity and sales initiatives with our largest client which has aided a substantial enhancement in cash flows into SSgA funds -Successful development of new relationships with other domestic intermediaries leading to new business wins

Dublin

-Head of team responsible for the relationship management of over 200 Active and Passive Client Relationships. -Clients include Defined Benefit & Defined Contribution pension schemes, Charities and Corporates invested in a wide range of products across all major asset classes. -Relationship manager for company's largest property client - portfolio value in excess of €1bn. -Ownership of writing product and marco marketing material for client facing business. Role activities; team management, regular presentations to client investment committees, cross-selling products to existing clients, dealing with daily client queries and ensuring that all client files are kept up to date. Achievements:- Promoted to senior client manager in September 2011 taking over as team leader of a small team of client relationship managers.-Proven track record of retaining clients during a very challenging period of product underperformance.-Made a number of new business wins and successful cross-selling of alternative products/investment solutions to existing clients. -Enhanced profitability on client book by implemented a number of initiatives to strengthen relationships with existing clients and reduce costs associated with managing accounts.

Dublin

-Planning, scheduling and processing the transition / restructure of client portfolios with value of up to, and in excess of €1bn.-Inspecie of investment instruments to/from client portfolios efficiently to limit out of market exposure and minimise costs to the client.-Daily interaction with Clients, Consultants and Custodians to coordinate transfer.-Coordinating market trades with Portfolio Managers and Dealing Teams. Achievements:-Promoted to Assistant Manager within 16 months of joining company. -No errors for entire period on team.-Responsible for managing all proxy voting for entire business equity client book (c€10bln in value)

• Calculation and review of Net Asset Valuations for large daily priced Hedge Funds invested in a wide range of traditional asset classes and derivative instruments.• Daily interaction with major brokers and investment managers to reconcile trade discrepancies.Achievements:• Promoted to Senior Fund Accountant within 12 months of joining company.• Managed the launch of a number of new funds in Dublin and New York offices.

1 year work placement as part of Business Degree at Dublin City University.

Bbs, Finance, 1.1

Ranked number 2 of all Business Graduates in Dublin City University in 2005. Average result : 75.4%

Qfa - Institute Of Bankers, Qualified Financial Advisor