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.

Client Advisor

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.

Administration Team

After obtaining her Bachelor of Law, Shannon joined Culleton Financial. Her legal background facilitates in contributing effectively within the financial sector. Shannon has also gained valuable experience through customer-facing roles and in the completion of a legal internship. Beyond her professional achievements, she volunteers in a Garda Youth Diversion Programme, helping young individuals overcome challenges and create brighter futures. Shannon is currently in the process of completing her QFA exams. Her proactive attitude and academic background make her a valuable asset to the team, and we look forward to her continued growth and contributions.

Administration Team

Kyle a recent student of National University Ireland Galway graduated with an honour’s degree in Commerce, majoring in Finance.  Kyle joined the team in September 2024. Now actively working towards becoming a QFA – (Qualified Financial Advisor), Kyle shows a commitment to professional development and excellence which aligns seamlessly with our team’s ethos.

Outside work Kyle has a keen interest in sport.  In captaining Waterford u17 football team, and being nominated for Young Waterford Footballer of the year in 2019, his leadership qualities were recognised from an early age.  A combination of his aptitudes in  both in education and sport makes Kyle a valuable team member here in Culleton Financial