Senior Wealth Manager, Dublin North
CurrentHelping business owners and individuals achieve better financial outcomes through effective financial planning strategies
Sep 2020 - Present
AeroLeads people directory · profile
Stephen Dillon Cfp® Email & Phone Number
Senior Wealth Manager, Dublin North at Bank of Ireland
at
Bank of Ireland
1 work email found
@boi.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Manager, Dublin North at Bank of Ireland
Location
Ireland
Company size
Who is Stephen Dillon Cfp®? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Stephen Dillon Cfp® is listed as Senior Wealth Manager, Dublin North at Bank of Ireland at Bank of Ireland, a with 9756 employees, based in Ireland. AeroLeads shows a work email signal at boi.com and a matched LinkedIn profile for Stephen Dillon Cfp®.
Stephen Dillon Cfp® previously worked as Senior Wealth Manager, Dublin North at Bank Of Ireland and Provincial Manager for Leinster, Bank of Ireland Life at Bank Of Ireland. Stephen Dillon Cfp® holds Graduate Diploma In Financial Planning, First Class Honours from University College Dublin.
Company email context
Email format at Bank of Ireland
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*@boi.com
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AeroLeads found 1 current-domain work email signal for Stephen Dillon Cfp®. Compare company email patterns before reaching out.
Profile bio
About Stephen Dillon Cfp®
💡 18 years+ helping you and your business achieve better financial outcomes
Listed skills include Strategic Financial Planning, Management, Wealth Management, Relationship Management, and 22 others.
Current workplace
Stephen Dillon Cfp®'s current company
Company context helps verify the profile and gives searchers a useful next step.
Bank Of Ireland
7 roles
Stephen Dillon Cfp® work experience
A career timeline built from the work history available for this profile.
Provincial Manager For Leinster, Bank Of Ireland Life
Managing the Provincial Financial Planning team to achieve income, sales and service quality targets. Providing ongoing business development leadership by driving the identification and management of business development activities across the province. Carrying out a focussed leadership role in the province, coordinating the efforts of all key stakeholders both internal and external.
Dec 2016 - Sep 2020
Regional Manager For Customer Financial Planning
Responsible for leading a high performing team of financial advisors across a wide geographic area. Accountable for the delivery of income targets across all wealth management product lines. Delivering superior service to customers and key stakeholders.
Dec 2012 - Nov 2016
Wealth Manager
Advising High Net Worth Clients and Company Executives in all areas of Wealth Management covering Financial Planning, Pre and Post Retirement Planning, Personal and Business Protection and the creation and implementation of Investment Portfolios which allow clients to Protect, Enhance and Transfer Wealth to the next generation
Aug 2007 - Dec 2012
Financial Planning Consultant
Nov 2003 - Aug 2007
Business Development Manager
Apr 2001 - Nov 2003
Sales & Marketing Executive
Jan 2000 - Mar 2001
Team & coworkers
Colleagues at Bank of Ireland
Other employees you can reach at bankofireland.com. View company contacts for 9756 employees →
WM
Whoriskey Mark
Colleague at Bank Of IrelandIreland
View →
AL
Amanda Lloyd
Colleague at Bank Of IrelandGreater Bristol Area, United Kingdom
View →
KO
Kevin O'Neill
Colleague at Bank Of IrelandIreland
View →
LB
Luke Broughan
Colleague at Bank Of IrelandIreland
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JB
Jason Bayle
Colleague at Bank Of IrelandIreland
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FS
Frank Shaw
Colleague at Bank Of IrelandIreland
View →
NF
Natalia Fitch
Colleague at Bank Of IrelandLondon, England, United Kingdom
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MO
Michael O'Grady
Colleague at Bank Of IrelandIreland
View →
MM
Michael Michael.Mcdonnell
Colleague at Bank Of IrelandIreland
View →
CC
Ciara Carty
Colleague at Bank Of IrelandDublin 6W, County Dublin, Ireland
View →
Whoriskey Mark
Colleague at Bank Of IrelandIreland
View →
AL
Amanda Lloyd
Colleague at Bank Of IrelandGreater Bristol Area, United Kingdom
View →
KO
Kevin O'Neill
Colleague at Bank Of IrelandIreland
View →
LB
Luke Broughan
Colleague at Bank Of IrelandIreland
View →
JB
Jason Bayle
Colleague at Bank Of IrelandIreland
View →
FS
Frank Shaw
Colleague at Bank Of IrelandIreland
View →
NF
Natalia Fitch
Colleague at Bank Of IrelandLondon, England, United Kingdom
View →
MO
Michael O'Grady
Colleague at Bank Of IrelandIreland
View →
MM
Michael Michael.Mcdonnell
Colleague at Bank Of IrelandIreland
View →
CC
Ciara Carty
Colleague at Bank Of IrelandDublin 6W, County Dublin, Ireland
View →
12 education records
Stephen Dillon Cfp® education
Graduate Diploma In Financial Planning, First Class Honours
Master’S Degree, Business Studies
Bachelor Of Commerce (B.Comm.)
Joint Financial Services Diploma
Diploma In Wealth Management
Diploma In Pensions And Retirement Planning
Certificate In Mortgage Practice
Certificate In Credit And Lending
University College Dublin
Certificate In Business Banking
Qualified Financial Adviser Diploma
Certified Financial Planner
Fpsb
Diploma In Sme Credit & Lending
FAQ
Frequently asked questions about Stephen Dillon Cfp®
Quick answers generated from the profile data available on this page.
What company does Stephen Dillon Cfp® work for?
Stephen Dillon Cfp® works for Bank of Ireland.
What is Stephen Dillon Cfp®'s role at Bank of Ireland?
Stephen Dillon Cfp® is listed as Senior Wealth Manager, Dublin North at Bank of Ireland at Bank of Ireland.
What is Stephen Dillon Cfp®'s email address?
AeroLeads has found 1 work email signal at @boi.com for Stephen Dillon Cfp® at Bank of Ireland.
Where is Stephen Dillon Cfp® based?
Stephen Dillon Cfp® is based in Ireland while working with Bank of Ireland.
What companies has Stephen Dillon Cfp® worked for?
Stephen Dillon Cfp® has worked for Bank Of Ireland, Aib, Eircom, and Kepak Group.
Who are Stephen Dillon Cfp®'s colleagues at Bank of Ireland?
Stephen Dillon Cfp®'s colleagues at Bank of Ireland include Whoriskey Mark, Amanda Lloyd, Kevin O'Neill, Luke Broughan, and Jason Bayle.
How can I contact Stephen Dillon Cfp®?
You can use AeroLeads to view verified contact signals for Stephen Dillon Cfp® at Bank of Ireland, including work email, phone, and LinkedIn data when available.
What schools did Stephen Dillon Cfp® attend?
Stephen Dillon Cfp® holds Graduate Diploma In Financial Planning, First Class Honours from University College Dublin.
What skills is Stephen Dillon Cfp® known for?
Stephen Dillon Cfp® is listed with skills including Strategic Financial Planning, Management, Wealth Management, Relationship Management, Leadership, Financial Planning, Sales, and Certified Financial Planner.
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