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Paul Whelan, Consultant, KB Associates

Paul has been active in the financial services industry since 1997. He has a broad range of experience in the fund services and investment banking industries. He is a Senior Consultant within KB Associates’ AIFMD and UCITS authorised management company, KBA Consulting Management Limited.

Prior to joining KB Associates Paul spent five years at FirstRand Bank Limited in Dublin and London as a senior dealer within their FICC (fixed income, currency and commodities) division, managing their international funding book and liquid assets portfolio. Within the funds sector, Paul has held senior positions at Dexia Funds Services (now RBC) overseeing the delivery of custody services, and at Citibank, managing key client relationships and the collateral management services provided to those clients.

Paul holds a BSc in Education (Hons) from Dublin City University, a Certificate in Mutual Funds from the Institute of Bankers and is a CFA Charterholder.

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