Una has been active in the financial services industry since 1994. She has particular expertise in the preparation and audit of financial statements for investment funds and management companies. She is responsible for advising asset managers on the establishment of both UCITS and non-UCITS funds and has experience in the preparation of Business Plans and Risk Management Process documents for UCITS funds. She acts as a Director and Designated Person for a number of investment funds.
Prior to joining KB Associates, Una was Head of Financial Reporting at Northern Trust Securities Services Ireland Limited (previously Bank of Ireland Securities Services Ireland Limited). Previously she was with J.P. Morgan Administration Services (Ireland) Limited where she was Head of Financial and Regulatory Reporting.
Una holds a Bachelor of Science (Hons) in Management from Trinity College Dublin and is a Fellow of the Institute of Chartered Accountants in Ireland.