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.
Senior Compliance & Risk ExecutiveView Bio
Senior 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. Pamela is a Licentiate of Compliance Institute (LCI).
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 Compliance Institute (LCI).
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).
Trainee AssociateView Bio
Rose Private are delighted to welcome Ross to the team as part of our Internship Programme. Ross is about to enter his final year of a Business & Management Degree in Technological University Dublin. Ross has also commenced studying to become a Qualified Financial Advisor (QFA).
Ian has over 7 years’ experience in the Financial Services Industry. Prior to joining Rose Private, Ian worked for a pension trustee company in a number of pension roles including New Business Team Administrator & Retirements Team Manager. Ian is a Qualified Financial Advisor (QFA) and a Retirement Planning Advisor (RPA)
Marion has over 17 years experience in the corporate world as a corporate financier, equity research analyst and head of investor relations. Prior to joining Rose Private, Marion was responsible for developing and managing the investor relations function at two different Irish PLC’s. Marion holds a Bachelor in Business and Law from University College Dublin and has also completed the Association of Certified Chartered Accountants qualification.
Senior Administrator & Coordinator -Private Client TeamView Bio
Senior Administrator & Coordinator -Private Client Team
Sheila has over 10 years experience in the financial services industry. Prior to joining Rose Private, Sheila worked for a large multinational insurance company in the role of Sales Support & went on to become a Broker Consultant within the company. Sheila is a Fellow of the Life Insurance Association of Ireland (FLIA) and a Qualified Financial Advisor (QFA).
Office AdministratorView Bio
Jenny joined Rose Private in 2022 bringing with her a background in Business and Marketing and over 10 years’ experience in Financial Services. Jenny worked as a Private Client Advisor for a Major Wealth Management company and during this time worked also as a Personal Assistant for the Director of Risk and Marketing. Prior to this Jenny worked in the Retail & Treasury division of a large Pillar Bank where she gained deep and expansive knowledge in Retail Banking. Most recently Jenny worked for a recruitment training business where she managed over ten trainers. Jenny holds a BA Honours in Business & Marketing and is currently in the final stages of completing her QFA designation.