Margot Heapes
Margot Heapes is a past pupil of Loreto Abbey, Dalkey, Co. Dublin. She holds a B.A. from U.C.D. in Economics and English, a Diploma in Legal Studies from the College of Commerce, Rathmines, as well as a number of Institute of Banking exams.
Margot was previously employed with AIB Bank where she held the position of Relationship Manager across a number of locations in both Dublin and London.
Having taken time out to rear her young family, Margot has recently joined Tri Everest Wealth Management Limited. Since joining the company Margot has successfully completed her QFA exams and also obtained the Professional Certificate in Asset Management. She is currently undertaking Graduate Diploma in Financial Planning with a view to achieving the international designation Certified Financial Planner.
Margot has held a number of voluntary positions in Galway over the past few years where she served on committees for both The Bish and Salerno secondary schools, as well as St. Patricks N.S. and Scoil Ide N.S.