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Rory Giles

Manager, Client Transitions at CC&L

Rory Giles has work experience in the financial and tax consulting sectors. In 2013, they worked as a Summer Intern at PwC Ireland, focusing on Foreign Direct Investment (FDI). In 2014, they joined PwC Ireland as a Tax Specialist and later became a Tax Consultant until 2018. In that same year, Rory joined Connor, Clark & Lunn Financial Group (CC&L) as an Analyst in Portfolio Operations. Rory then progressed to the role of Senior Analyst before their current position as Manager of Client Transitions, starting in 2023.

Rory Giles has an education history that includes several degrees and certifications. In 2005, they completed their Leaving Certificate at Clongowes Wood College. From 2011 to 2014, they attended University College Dublin and earned a Bachelor of Science (BSc) degree in Economics and Finance. Following this, from 2014 to 2018, Rory studied at the Irish Tax Institute and obtained a degree in Chartered Tax Adviser, focusing on Tax Law and Taxation. In 2019, they enrolled at the Canadian Securities Institute and completed the Canadian Securities Course, which specialized in Investments and Securities. Additionally, in November 2020, Rory obtained the Investment Foundations certificate from the CFA Institute.

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