The Team

 

Paul Dunne FIIPM, MIPA, PTP
Managing Director/Pensioneer Trustee

Paul has over 30 years’ experience in the Pensions Industry and has worked with a number of Life Companies at a senior level prior to his appointment as Managing Director of Wealth Options Trustees Limited. A Revenue Approved Pensioneer Trustee and a Fellow of the Irish Institute of Pensions Managers, he is currently a Director of the Association of Pensioneer Trustees of Ireland and is actively involved in the promotion of Pensions with both the Revenue Commissioners and the Pensions Authority. Paul is a founder director of Wealth Options Trustees. He has also completed trustee training seminars for many professional trustees and is a registered trustee trainer for the Pensions Authority; this ensures compliance with all Pensions Act requirements.  

Phone: 045 88 22 81
Email: pauldunne@wotl.ie

 

 

Eanna McCloskey FCII, QFA (FLIA), Chartered Insurer, APFS, PTP
Director/Pensioneer Trustee 

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. Eanna is a founder Director of Wealth Options Trustees.

 

 

Brian Flynn PTP, QFA
Director/Pensioneer Trustee 

Brian has over 25 years of financial services experience. He began his career with AIB Bank moving to its life insurance subsidiary Ark Life after a successful career 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 a founder director of Wealth Options.

 

Gerry O'Mahony BBS, LIA, MII
Associate Director
Email: gerryomahony@wotl.ie

 

Ann Sally QFA, QPT
Administration Manager, Structured Products
Email: annsally@wotl.ie

 

Ashley Gallagher ACA, QFA
Head of Collecting Investments
Email: ashleygallagher@wotl.ie

 

Lorna Donnelly LCOI, QFA
Head of Pensions and Compliance
Email: lornadonnelly@wotl.ie

 

Karen Patterson QFA
SSAP Administration Manager
Email: karenpatterson@wotl.ie

 

Miriam Quigley APA (Pensions) 
Pensions Administrator
Email: miriamquigley@wotl.ie

 

Jackie Dempsey QFA
Pensions Administrator
Email: jackiedempsey@wotl.ie

 

Orla Cassidy
Pensions Administrator
Email: orlacassidy@wotl.ie

 

Nikki Helly APA
Assistant Manager, New Business
Email: nicolahelly@wotl.ie

 

Fiona Nash FCCA
SIPP Administrator
Email: fionanash@wotl.ie

 

Lorraine Redmond
SIPP Administrator
Email: sippadmin@wotl.ie

 

Alicja Labudda
Administrator
Email: alicjalabudda@wotl.ie

 

Karen Murdock FCCA
Fund Accountant
Email: karenmurdock@wotl.ie

 

Emily Patterson
Assistant Accountant
Email: emilypatterson@wotl.ie