Wealth Alliance welcomes new Senior Financial Planner
We are delighted to introduce Tracy Cullen as Wealth Alliance’s new Senior Financial Planner. Tracy brings with her over 17 years’ experience in the financial services industry. Most recently she held a senior role within the Relationship Management team at Bank of Ireland Private Banking. She is a Qualified Financial Advisor, a Certified Financial Planner™ and is currently pursuing the MSc in Financial Services. With a strong customer focus and a goals-based financial planning bias, she helps customers prioritise financial objectives over varying timeframes. She has a keen interest in technology and has dedicated much of her time in recent years to customer experience and the digital agenda.
Tracy’s strong work ethic and her collaborative approach with clients makes her an ideal fit for Wealth Alliance as we continue to develop and enhance our client proposition.
We look forward to you meeting her in the coming months but in the meantime you can contact Tracy via email at firstname.lastname@example.org or call her directly in the office on 01 840 6082 or her mobile on 087 392 3818.
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