Client Advisor & Principal

Joe’s professional journey has been quite diverse and impactful. Let’s delve into the key milestones:

Irish Pensions Trust (now Mercers): Joe commenced his career at the Irish Pensions Trust, where he gained valuable insights into pension management and financial services.

AIB and Bank of Ireland: Joe’s path led him to both AIB and Bank of Ireland, where he held management and senior management positions. His roles spanned across Ireland and overseas, indicating a global perspective and adaptability.

Entrepreneurship: Joe’s move is setting up his own business allowed him to shape his vision and contribute to the industry in a unique way.

Educational Background: Joe holds a degree in Economics, which equipped him with analytical skills and a deep understanding of economic principles.

Financial Services and Change Management: Throughout his career, Joe has been immersed in roles that involve financial services and change management. These areas demand strategic thinking, adaptability, and the ability to navigate shifts in the industry.

Joe’s journey reflects a commitment to growth, adaptability, and a passion for making a difference in the financial landscape.

Client Advisor & Associate Director

Michael, a seasoned professional with many years of experience, has primarily worked as a Project Manager/Consultant across several prominent Irish insurers and banks. His impressive portfolio includes Aviva, ArkLife, MetLife, FBD, and Bank of Ireland. Michael’s expertise lies in managing complex projects and driving strategic initiatives within the financial services industry.

In addition to his extensive career, Michael holds a Qualified Financial Advisor (QFA) diploma earned in 2009. His commitment to professional development and his ability to bridge the gap between technology and finance make him a valuable asset. Michael joined our company in 2021, bringing his wealth of knowledge and skills to our team.

Furthermore, he holds a Bachelor’s degree in Computer Science & Economics, which underscores his multidisciplinary approach to problem-solving. We are fortunate to have Michael as part of our team, contributing his expertise and dedication to our clients’ financial well-being.

Senior Financial Consultant

Vincent, a dedicated professional, embarked on his career journey after earning an honours degree in Bachelor of Business Studies. His initial experience was gained at Fidelity Investments, where he worked in Fund administration services. Following this, Vincent spent 3 years with Irish Life Investment Managers, further honing his expertise in the financial industry.

In 2022, Vincent made a significant move by joining Culleton Financial, where he continues to contribute his passion for investment markets. His qualifications include being a Qualified Financial Advisor (QFA), and he has also successfully completed the Chartered Financial Analyst (CFA) exams up to stage 2.

Vincent’s blend of practical experience and educational achievements makes him a valuable asset to our team, and we look forward to his continued growth and impact.

Office Manager

Jenny’s tenure with our company began in 2015, and she currently holds the role of office manager. Her day-to-day responsibilities involve efficiently managing the office, and she dedicates a significant portion of her time to interacting with our valued customers. Jenny has earned a reputation for her can-do attitude and is highly regarded by clients. Before joining Culleton Financial, she contributed 10 years of her expertise to Garrett Advancing Motion Ireland.

Assistant Manager & Administration Team

After obtaining her Bachelor of Law degree, Shannon joined Culleton Financial, bringing a strong legal foundation to her role in the financial sector. Her experience includes client-facing positions and a legal internship, both of which have enhanced her ability to support clients with professionalism and insight. Shannon is currently progressing toward her Qualified Financial Adviser (QFA) designation. Her proactive approach, combined with her academic and practical experience, makes her a valuable member of the team. We’re excited to support her ongoing development and future contributions.

Administration Team

Laura is a Law graduate from Maynooth University with a strong background in customer-facing roles. She brings a client-focused approach to every interaction, combining her academic foundation with a friendly and professional manner. Committed to continuous growth, Laura is undertaking the Qualified Financial Adviser (QFA) exams to further expand her knowledge and skillset within the financial services sector. Her dedication to learning and delivering excellent service makes her a valuable addition to the team.