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Dara Fitzgerald Qfa

Client Transition Lead - Davy Integration Program at Bank of Ireland

Dara FitzGerald QFA, CFP, MSc. is an experienced financial services professional with a robust career spanning several decades. Currently serving as Client Transition Lead for the Davy integration program at Bank of Ireland, Dara has successfully led the transition of 2,000 private clients with assets totaling €2 billion. Previous roles at Bank of Ireland include Private Client Segment Manager, Head of Life Planning, and Head of Investment Advice, where Dara developed client propositions and delivered financial planning services. Prior experience includes significant positions in business development and marketing at Focus Investments Limited, Hibernian Investment Managers, and Standard Life Investments, enhancing business flows and client management. Educational qualifications include a Master’s in Financial Services and multiple certifications in financial planning and advice from respected institutions, underscoring a commitment to professional excellence in the finance industry.

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