LEAP leverages off the combined experience and expertise of ITC and Conexim. There is a dedicated LEAP administration team who ensure that all elements of the initial account opening process, investment and ongoing reporting of client holdings are dealt with in a professional and efficient manner. Advisors have individual LEAP account Managers who coordinate and manage advisor relationships on a day-to-day basis. Please meet your account manager below:
Bill Casey
DIRECTOR OF FINANCIAL ADVISOR SERVICES, CONEXIM
Bill is a CFP Professional, a QFA and an AITI Chartered Tax Advisor (CTA). Over the last 20 years has worked in the life and pensions industry as well as the stockbroking sector. Bill’s talent lies in assisting Financial Advisors in establishing a Centralised Investment Proposition for their businesses.
bcasey@conexim.ieStephen Dooley
BUSINESS DEVELOPMENT MANAGER, INDEPENDENT TRUSTEE COMPANY
Stephen Dooley has worked in the Financial Services industry for the past 29 years. In the last 20 years, Stephen has worked in the brokerage arena, as a Broker Account Manager with Irish life and a Financial Advisor with Sherry Fitzgerald Financial Services. Stephen is a qualified financial advisor and holds an LIAP diploma.
stephen.dooley@independent-trustee.com.Steve Garavan
BUSINESS DEVELOPMENT MANAGER, INDEPENDENT TRUSTEE COMPANY
Steve has over 25 years financial services experience. Over that time he held the position of Investment Manager with FBD Financial Solutions and Relationship Manager with Bank of Ireland Asset Management. Steve graduated from the National University of Ireland with a Bachelor in Commerce and holds the Trust and Estate Planning Cert from the Law Society.
steven.garavan@independent-trustee.com.John McGovern
BUSINESS DEVELOPMENT MANAGER, INDEPENDENT TRUSTEE COMPANY
John is an Associate of the Irish Institute of Pension Management and is a Qualified Financial Advisor. Over his career he has worked in corporate pension consultancy for a number of domestic and international firms and their clients. In 2005 John was a founding director of Pensco, an innovative Corporate Defined Contribution Pensions Management company in the Irish market. John has previously held roles with Mercer, Aon Hewitt and Willis Towers Watson.
John.mcgovern@independent-trustee.comEve Nolan
BUSINESS DEVELOPMENT MANAGER, INDEPENDENT TRUSTEE COMPANY
Eve has worked with ITC for over 6 years, in both customer facing and business development roles and has extensive experience in the area of pensions, self-administered pension products, financial and retirement planning. She holds a Bachelor of Commerce from UCD, Certificate in Professional Financial Advice (QFA) and a Certificate in Retirement Planning Advice (RPA). Eve is passionate in assisting financial advisors and their clients in finding optimum solutions for their pension schemes and retirement planning needs.
eve.nolan@independent-trustee.com.David Worrell
SENIOR RELATIONSHIP MANAGER, CONEXIM
David is a CFP® Professional, a QFA and also holds an MSc in Financial Services from UCD. Prior to joining Conexim in 2014 David was a Financial Advisor in the UK for five years. Given his experience of both pre & post RDR environments in the UK he has an unique appreciation of the challenges and opportunities facing Advisors in an ever changing regulatory landscape.
dworrell@conexim.ie