Private Client Executive@ Wellesley Investments & Pensions Ltd.
Ireland
Jake Mcdonnell
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Tell me more about Jake Mcdonnell?
FlashIntel GPTJake Mcdonnell is a Business Studies graduate with a major in Risk Management & Insurance and a minor in Business Informatics. With 11.7 years of work experience, he has developed skills in teamwork, public speaking, time management, and Microsoft Office tools. He has worked as a Private Client Executive at Wellesley Investments & Pensions Ltd. and as a Treasury Analyst at Pfizer. Jake also has experience as a Sales Assistant at Topaz Energy Ltd and as a Waiter at Great National South Court Hotel. He also interned at Beckman Coulter Diagnostics. Jake is based in Ireland.
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Emails and Phone Numbers
About
Business Studies graduate with a major in Risk Management & Insurance and a minor in Business Informatics at the University of Limerick.
Work Experience
Private Client Executive
Financial Services
Jake Mcdonnell's Professional Milestones
- Treasury Analyst (2018-01-01~2018-09-01): Streamlined risk assessment processes by implementing cutting-edge tax strategies and optimizing cash flow management.
- Sales Assistant (2015-03-01~2018-01-01): Streamlined sales processes, improving efficiency and effectiveness through effective communication and data analysis.
Skill
Teamwork
Public Speaking
Time Management
Microsoft Excel
Microsoft Word
Microsoft Powerpoint
Sql
Microsoft Project
Visual Basic
Certification
Colleagues
Colin O' Keeffe
msc finance banking and risk management
Amit Patel B.Eng, MBS, ACCA
Investments Manager at Wellesley Investments & Pensions Ltd.
Colin O' Keeffe
Finance Banking And Risk Management Specialist
Ann Howlett
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Jake McDonnell QFA
investment portfolio specialist | qfa
Other Named Jake Mcdonnell
Frequently asked questions
We found 1 Jake Mcdonnell's email addresses
Jake Mcdonnell works for Wellesley Investments & Pensions Ltd.
Jake Mcdonnell's role in Wellesley Investments & Pensions Ltd. is Private Client Executive
Jake Mcdonnell works in the industry of Financial Services
Jake Mcdonnell's colleagues are Colin O' Keeffe,Amit Patel B.Eng, MBS, ACCA,Colin O' Keeffe
Jake Mcdonnell's latest job experience is Private Client Executive at Wellesley Investments & Pensions Ltd.
