Stephen has over 10 years’ experience within the financial services industry with roles ranging from a regulation advisor with the Irish Stock Exchange to a compliance and market surveillance officer with some of the largest global investment banks. During this time, Stephen has gained a very well-rounded knowledge of capital markets as part of the banks control room particularly around the individual investment instruments and asset classes.
Stephen has completed his QFA exams and is on his way to obtaining a CFP designation as he builds his career in the Financial Planning space. He has always placed great value in maintaining good client relationships and understands the importance of delivering high levels of customer service. Having worked on projects with many different teams and viewpoints, he fully appreciates the value of collaboration and teamwork to meet deadlines, taking pride when his interactions lead to positive client outcomes.
Stephen has a wide range of interests being involved with different sports teams, playing Hurling and Hockey for Skerries and casually during his time living in Australia. When he gets a chance, he fits in the odd triathlon, and is committed to working on his golf swing and keeping the ball in play.