Leo Whelan Email
Senior Relationship Manager, Private Banking. @ AIB Private Banking
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Leo Whelan Location
- Ireland
Leo Whelan Work
- 2012 -now Senior Relationship Manager, Private Banking. @
- 2009 -2012 Wealth and Deposits Manager, Cork @
- 2007 -2009 Regional Sales Manager, AIB Wealth and Deposits @
Leo Whelan Education
- UCD/Institute of Bankers
Graduate Diploma in Financial Planning (Hons) (Financial Planning and Services)
2011-2013 - Financial Planning Standards Board
CFP (Financial Planning and Services)
2013-2013 - Institute of Bankers
Diploma in Wealth Management
2001-2002 - Institue of Bankers
QFA (Financial Planning and Services)
1998-2001 - Colaiste an Spraoid Naoimh, Bishopstown. Cork
Leaving Certificate
1983-1989
Leo Whelan Skills
- Wealth Management Services
- Wealth Preservation Planning
- Private Banking
- Economics
- Banking
- Mortgage Lending
- Customer Service
- Financial Services
- Relationship Management
- Financial Planning
- Wealth Management
- Investments
- Financial Advisory
- Portfolio Management
- Financial Risk
- Retail Banking
- Financial Analysis
- HSE
- Supplies
- Marketing
- Sales Management
- Credit
- Sales
- Services
- Microsoft Office
Leo Whelan Summary
- Leo Whelan, based in Ireland, is currently a Senior Relationship Manager, Private Banking. at AIB Private Banking. Leo Whelan brings experience from previous roles at AIB. Leo Whelan holds a 2011 - 2013 Graduate Diploma in Financial Planning (Hons) in Financial Planning and Services @ UCD/Institute of Bankers. With a robust skill set that includes Wealth Management Services, Wealth Preservation Planning, Private Banking, Economics, Banking and more. Leo Whelan has 1 emails on RocketReach.
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