Mark Slattery Email
Financial Planner @ Distinct Wealth Management
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Mark Slattery Location
- Dublin, IE
Mark Slattery Work
- Financial Planner @ (November 2022 - Present)
- Advice Operations Manager @ (October 2021 - June 2022)
- Associate Adviser @ (May 2019 - November 2021)
- Team Leader @ (April 2016 - February 2019)
- Consultant @ (September 2013 - April 2016)
- Client Services @ Perennial Investment Partners (May 2013 - September 2013)
- Assistant Manager: Deloitte Pensions and Investments @ (September 2008 - September 2012)
- Internship on Basel II project @ (March 2009 - August 2009)
Mark Slattery Education
- University College Dublin
Graduate Diploma in Financial Planning (Financial Planning)
2009-2011 - Technological University Dublin
BSc (Honours) (Business and Management)
2004-2008
Mark Slattery Skills
- Business Development
- Certified Financial Planner
- Client-focused
- Communication
- Customer Service
- Data Analysis
- Employee Benefits
- Estate Planning
- Financial Analysis
- Financial Markets
- Financial Planning
- Financial Services
- Income Protection
- Independent Financial Advice
- Insurance
- Investment Advisory
- Investments
- Leadership
- Lean Six Sigma
- Life Insurance
- Management
- Microsoft Excel
- Microsoft Office
- Microsoft Word
- Pension Funds
- Pensions
- Portfolio Management
- PowerPoint
- Process Improvement
- Project Management
- Retirement Planning
- Strategic Financial Planning
- Superannuation
- Team Management
- Wealth Management
- Xplan
Mark Slattery Summary
- Mark Slattery, based in Dublin, IE, is currently a Financial Planner at Distinct Wealth Management. Mark Slattery brings experience from previous roles at Kearney Group and AMP. Mark Slattery holds a 2009 - 2011 Graduate Diploma in Financial Planning in Financial Planning @ University College Dublin. With a robust skill set that includes Business Development, Certified Financial Planner, Client-focused, Communication, Customer Service and more. Mark Slattery has 2 emails on RocketReach.
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