Jonathan McDonnell Email & Phone Number
Director @ Castle Capital Financial Planning
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Jonathan McDonnell Location
- Limerick, LK, IE
Jonathan McDonnell Work
- 2020 -now Director @
- 2014 -now Owner @ Jonathan McDonnell QFA
- 2011 -2014 Master General Agent, QFA @ Union Heritage Life Assurance Company
- 2011 -2013 Qualified Financial Advisor @ AEJ European Agency Limited
- 2008 -2011 Jonathan McDonnell QFA @ O'Mahony Insurances
- 2008 -2011 Mortgage and Financial Advisor @
- 2008 -2011 Portfolio Manager @ Munster Pensioneer Trustees Limited
- 2008 -2008 Financial Planner @
- 2007 -2008 Pensions Administrator and Customer Relationship Manager @ New Ireland Assurance
Jonathan McDonnell Education
- University of Limerick
BBS (Insurance)
2003-2007 - St Munchins College, Limerick 1998-2003
Jonathan McDonnell Skills
- Leadership
- Estate Planning
- Financial Advisory
- PowerPoint
- Banking
- Pensions
- Fixed Annuities
- Insurance
- Retirement Planning
- Sales
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Financial Risk
- Relationship Management
- Mortgage Lending
- Finance
- Investment Advisory
- Income Protection
- Financial Services
- Wealth Management
- Life Insurance
- Sales Management
- Strategic Financial Planning
- Savings
- Investment Strategies
- Risk Management
- Marketing
- Customer Service
- Disability Insurance
- Wealth
- Personal Financial Planning
- Protection
- General Insurance
- Management
- Term Life Insurance
- Retirement
Jonathan McDonnell Summary
- Jonathan McDonnell, based in Limerick, LK, IE, is currently a Director at Castle Capital Limited t/a Castle Capital Financial Planning. Jonathan McDonnell brings experience from previous roles at Jonathan McDonnell QFA, Union Heritage Life Assurance Company, AEJ European Agency Limited and O'Mahony Insurances. Jonathan McDonnell holds a 2003 - 2007 BBS in Insurance @ University of Limerick. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, PowerPoint, Banking and more. Jonathan McDonnell has 1 emails and 1 mobile phone numbers on RocketReach.
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Jonathan McDonnell
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