Kerry Mc Greevy
About Kerry Mc Greevy
Kerry McGreevy is a Financial Planning Manager at Nationwide Building Society, where she has worked since 2015. She has previous experience as an Independent Financial Advisor at Rowanbank Financial Consultants and as a Financial Planner at Bellpenny.
Work at Nationwide Building Society
Kerry Mc Greevy has been employed at Nationwide Building Society since 2015, holding the position of Financial Planning Manager. In this role, Mc Greevy is responsible for overseeing financial planning operations and providing strategic guidance to clients. The tenure at Nationwide Building Society spans nine years, reflecting a commitment to the organization and its financial services.
Previous Experience in Financial Advisory
Before joining Nationwide Building Society, Kerry Mc Greevy worked as an Independent Financial Advisor at Rowanbank Financial Consultants for eight months in 2014. This role involved providing personalized financial advice to clients, helping them navigate their financial goals. Additionally, Mc Greevy served as a Financial Planner at Bellpenny from 2014 to 2015 for a duration of eleven months, further enhancing expertise in financial planning and client management.
Career Timeline
Kerry Mc Greevy's career in financial services began with a position at Bellpenny, where Mc Greevy worked as a Financial Planner for eleven months in 2014. Following this role, Mc Greevy transitioned to Rowanbank Financial Consultants as an Independent Financial Advisor for eight months. In 2015, Mc Greevy joined Nationwide Building Society, where the current role as Financial Planning Manager has been maintained for nine years.