OLLIE MORAN FINANCIAL SERVICES - Key Persons

Donna joined Ollie Moran Financial Services in 2011 where she was appointed to the position of Client Services Manager. She is a Qualified Financial Adviser since 2006 and also holds a Professional Certificate in General Insurance. This allows Donna to provide specialist advice in the area of Household Insurance, as well as overseeing the specific needs of all clients across the broad Financial Services sector. She has previously worked as a Senior Customer Adviser with Ulster Bank for over 10 years, where she specialised in the areas of Lending & Insurance Services. She is a current member of the Institute of Bankers and also holds a Diploma in Financial Services through UCD.

Job Titles:

• in 2021 As a Financial Advisor

Kate joined Ollie Moran Financial Services in 2021 as a Financial Advisor. She holds a Bachelor of Business Studies Degree with a major in Insurance and Risk Management from the University of Limerick. She has been an accredited Qualified Financial Advisor and Retirement Planning Advisor since 2018. Kate has previously worked in Investment Banking - managing relationships with some of the world's largest investment banks - and also as a dedicated Corporate Pensions Specialist with a global insurer. This ensures Kate has specific expertise in the areas of Investments and Pensions. She is a current member of the Life Insurance Association and is actively pursuing Certified Financial Planner status.