We have a diversified team of professionals dedicated to providing a solution orientated service. This ensures our clients receive the expertise essential in achieving their financial goals.
Our Client Services team consists of:
Managing DirectorView Bio
Clive has over 20 years experience in the private client area with extensive focus on providing advice on pensions, investment policy and estate and financial planning solutions to individuals and companies. Prior to founding Rose Private, he held senior positions in a number of financial services related companies. Clive holds a Masters of Science in Financial Services from University College Dublin. Clive is an Irish Chartered Tax Advisor, a Member of the Society of Trust & Estate Practitioners, a Fellow of the Life Assurance Association and a Certified Financial Planner CFP®. Clive is co-author of the Irish Taxation Institute book “Pensions Revenue Law and Practice”.
Desmond has over 10 years experience in the private client area with particular expertise in the areas of pensions advice and investment policy. Prior to joining Rose Private, Desmond worked in a range of financial services companies, specialising in pension trusteeship and client consultancy. Desmond is an Irish Chartered Tax Advisor (CTA), a Certified Financial Planner (CFP®), a Qualified Financial Advisor (QFA), a Retirement Planning Advisor (RPA) and also holds a Graduate Diploma in Financial Planning from UCD.
Compliance & Risk ExecutiveView Bio
Compliance & Risk Executive
Pamela has over 11 years experience in the Insurance Industry. Prior to joining Rose Private, Pamela worked for a large multinational insurance company in a number of roles ranging from new business to underwriting, becoming a senior underwriter within the company. Since joining Rose Private Pamela has become an affiliate member of the Association of Compliance Officers in Ireland. Pamela has a professional certificate in Compliance and is currently working towards a Professional Diploma in Compliance.
Office ManagerView Bio
Audrey joined Rose Private in 2015. Audrey brings with her a wealth of experience in the financial services industry, having worked in a large Retail bank for over 20 years in many different areas including lending control, branch administration and client services. As Office Manager in Rose Private, Audrey co-ordinates & manages the day to day running of the office.
Head of OperationsView Bio
Head of Operations
Susan has over 15 years experience in the financial services industry. Prior to joining Rose Private, Susan worked for a large multinational insurance company in a number of roles ranging from Pension Services to Broker Consultant. More recently Susan has worked in the Private Client/Wealth Management area with particular focus on Client Services and Compliance. Susan holds a Bachelor of Business Studies from Dublin City University, is a Qualified Financial Adviser (QFA) and also a Licentiate of the Association of Compliance Officers in Ireland (LCOI).
Project Manager - Private Client TeamView Bio
Project Manager - Private Client Team
Sarah has over 14 years’ experience in the Financial Services Industry. Prior to joining Rose Private, Sarah worked for a large multinational insurance company in a number of Pension roles including Senior Pensions Administrator & Individual Pensions Team leader for New Business. More recently, Sarah has gained a vast amount of technical experience through various positions held which include Account Manager, Client Support & Project Management in a number of Financial Services companies which specialise in pension trusteeship and wealth management. Sarah holds a BA Honours in Combined Arts and is a Qualified Financial Adviser (QFA).