Our Team

 

                                                                                                                                                     

Eanna McCloskey

Managing Director

Eanna has over 29 years’ experience in the financial services industry with over half of this time spent at executive level in various organisations. Eanna is an acknowledged technical expert, a Revenue approved Pensioneer Trustee and is a Fellow of both the Chartered Insurance Institute (CII) and the Life Insurance Association (LIA). Eanna has been an invited speaker by the Department of An Taoiseach to address Government initiatives on improving customer service in the public sector. For the last 10 years Eanna has been responsible for the strategic direction of Wealth Options that has seen the company grow to become one of the most recognised brands in the provision of product solutions to financial brokers in Ireland. "Our team at Wealth Options aim to provide personable contact with our customers. We see ourselves as being in partnership with financial brokers. We treat people with respect and courtesy, and want to deliver fast, accurate, and efficient service. There is no place in the modern business environment for remote, inefficient and uncaring service. Wealth Options will provide new standards for old values."

Email: eannamccloskey@wealthoptions.ie

 


 

Brian Flynn

Director

Brian began his career with AIB Bank in 1986 moving to its life insurance subsidiary Ark Life after a successful stint in branch banking. Brian moved to Scottish Provident as Broker Consultant in 1995, was promoted to Area Manager (North West) in 1999 and became national Pensions Sales Manager in 2001. He is a Pensioneer Trustee and is generally regarded as one of the most informed and knowledgeable professionals in his field. He has extensive contacts in both the Broker market and Life & Pensions Industry. Brian is spearheading the Wealth Options sales drive and is identifying quality business opportunities with key intermediaries across the nation. His enthusiasm for the future role of Brokers is infectious; "Brokers are responsible for the majority of the Pension and Investment business written in Ireland. They are more involved in advising consumers on the most complex financial transactions. Irish people like face to face advice and are increasingly turning to qualified advisors to help them manage their wealth. Brokers are the only independent advice choice for consumers and we can be an important ally to both for the future."

Email: brianflynn@wealthoptions.ie
 
 

 

Brendan Ashby

Product Development Director - Dublin South Region

Originally from Zimbabwe, Brendan completed his degree as a BSc in Finance and marketing from the university of Alabama in the United States. As well as providing Business Development support to the brokers on his panel Brendan is part of the structured product design and development team at Wealth Options. His expertise and relationships with Domestic and International Investment Banks have been instrumental in bringing some of the most innovative structured products seen in the Irish Market.

Phone: 087 2418593
Email:  brendanashby@wealthoptions.ie

 


 

Pat Herlihy

Business Development Manager - South West Region

Pat has many years experience in financial services. His early career was in engineering having completed his studies in Sligo RTC. Pat's introduction to financial services was as a sales agent with New Ireland Assurance. In 2001 he moved to Scottish Provident as a Broker Consultant working with intermediaries in Kerry,  Limerick and North Tipperary. Following Abbey Nationals decision to close Scottish Provident for new business in 2003 he worked with FBD Life as a Financial Advisor in the north Cork offices at Mallow and Charleville. In November 2003 he returned to the role of Broker Manager with Canada  Life and has been working with intermediaries in Limerick and Clare. Pat has the QFA qualification and is a former LIA education officer and chairman for the Limerick region. Pat has delivered seminars to intermediaries on the areas of pensions and property purchase via Small Self Administered Pension Schemes and Unit Trust's on behalf of the LIA and also to clients of various intermediaries. In November 2004 Pat successfully completed his studies for the IPAV auctioneering qualification achieving the mark of Merit across 6 subjects, and has recently been accepted as a Member of IPAV. Pat joined Wealth Options bringing with him a wealth of experience having worked in all of the areas of financial services. He recognises that Wealth Options can bring the type of products and innovations to the Broker market that will enhance and develop their business in new areas and is enthusiastic about helping the broker market to take on the new challenges that they face.

Phone: 087 6949112
Email:  patherlihy@wealthoptions.ie
 


 
Deirdre Sheils

Head of Development and Investments

Deirdre joined Wealth Options in 2006 heading up the Exempt Unit Trust Services Division adding to the Wealth Options product portfolio.  This niche service allows Ireland 's broker and financial advisor community to brand and promote their own bespoke pension products.

Since 2011 she is a broker consultant for Wealth Options Ltd for the Midlands & North Eastern region.  Deirdre held a variety of senior roles within FBD Life & Pensions, Aon Consulting, and Merrion Stockbrokers, before joining Wealth Options. She is also a Fellow of the Life Insurance Association, has completed the Irish Stock Exchange Registered  Representative examinations and commenced an Investment Management Diploma with Dublin City University.


Phone: 087 6843691
Email:  deirdresheils@wealthoptions.ie

 


 

Dave Dennis

Business Development Manager

Dave, a Qualified Financial Advisor has joined Wealth Options with over 16 years experience in the Financial Services Industry.  He has previously worked for Irish Pensions Trust, Abbey Life (UK), Hewitt Associates & Liberty Asset Management.  Initially working in the Pensions area he has also held roles in Pension Consultancy and latterly worked as a Financial Advisor.

Dave believes that the suite of products that Wealth Options offer allied to his background in the Pensions and Intermediary market leave him well prepared for his  Business Development Manager  role.  He is looking forward to meeting his Broker's expectations.

Phone: 086 3326318
Email:  davedennis@wealthoptions.ie

 

 

 
Cillian O'Dea

Business Development Manager

Cillian O'Dea graduated with an Honours Degree in Financial Services from the National College of Ireland. He joined Wealth Options in September 2009. After a six month term in an administration role in the office he was promoted to broker consultant in the Dublin area. He believes with his degree in Financial Services and the full suite of pension and investment products Wealth Options provide he will thrive in this role.

Cillian is very much committed to focusing on providing Brokers in his area with a top class service.

Phone: 086 2054243
Email:  cillianodea@wealthoptions.ie

 


 
                                                          

Kieran Crosse

Business Development Manager - South East Area

Having worked in Financial Services for over 30 years, Kieran brings a huge amount of experience to the role.

His background is in Banking, Life assurance, Wealth management and Deposits. This brings a depth of knowledge which allied to his belief that the provision of sound independent financial advice and excellent customer service greatly enhances the strength of the team.

He is a Qualified Financial Advisor and holds a Diploma in Pension planning.

Kieran is committed to the provision of needs based advice and supporting the broker market  by providing product, support and delivery of excellent customer service.

Phone: 086 9892525
Email:  kierancrosse@wealthoptions.ie

 


 

Louise Graham

Business Development Manager – North West Area

Louise, a Qualified, Financial Advisor has joined Wealth Options, with over 9 years’ experience in the Financial Services industry.

She has previously worked in brokerage, having worked as a Financial Advisor in the Donegal area.

Louise believes that her previous experience in brokerage, will enable her to provide a supportive and high quality service to the brokers in the North West area.

Phone: 086 1990926
Email: louisegraham@wealthoptions.ie

 


 

Chris Rooney

Broker Consultant - Dublin Area

Chris joined Wealth Options pension administration team in 2013 and went on to work on the SSAP, PRB, and ARF teams during his time in the office. This experience, coupled with his Bachelor’s Degree awarded from National University of Ireland, Maynooth, and his status as a qualified financial advisor, empowers him to provide the brokers in his area with the highest quality service. 

Phone: 085 149 4661
Email: chrisrooney@wealthoptions.ie

 



 

      Deirdre O'Hanlon

        Associate Director
        Email: deirdreohanlon@wealthoptions.ie

 


 

       Sinead Moore

         Assistant Manager
         Email: sineadmoore@wealthoptions.ie

 



         

       Sinead Gannon

          Assistant Manager
          Email: sineadgannon@wealthoptions.ie

 


 

        Sabrina Doyle

           Head of Marketing
           Email: sabrinadoyle@wealthoptions.ie

 

 

         Karen Ryan

              Senior Pensions Administrator 
              Email: karenryan@wealthoptions.ie



 

            Jack McCormack

               Bond Administrator
               Email: jackmccormack@wealthoptions.ie



 

            Alma Kelly

               Senior Pension Administrator
               Email: almakelly@wealthoptions.ie



 

            Mark Hyland

               Pension Administrator 
               Email: markhyland@wealthoptions.ie



       

           Aga Linetty 

               Administration Assistant
               Email: agalinetty@wealthoptions.ie



           

          Steven Bohan

              Marketing Executive
              Email: stevenbohan@wealthoptions.ie


 

         Janet Murphy

              Senior Sales Support Administrator
              Email: janetmurphy@wealthoptions.ie



   

           Nicola Furlong

              Pensions Administrator
              Email: nicolafurlong@wealthoptions.ie


 

 



 



 

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