Joe O'Donnell

Regional Sales Director at Premier Miton Investors
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Contact Information
us****@****om
(386) 825-5501
Location
Greater Leeds Area, UK

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5.0

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Ajay Dayal

Joe is a terrific hard working professional and it’s been a pleasure working with him for over a decade. He combines a tremendous level of client knowledge and servicing skills with true technical insights and so becomes a trusted advisor for many. His tenacity, overall persona and client first attitude make him a top class pro.

Alex Barry

You only have to look at the number of comments about Joe’s departure from Legg Mason to how well respected and regarded he is. I worked with him for three years and was always impressed. He is passionate about what he does, and has extremely high standards. His knowledge of the LM product range and his client base is exceptional. He was held in extremely high regard by the different investment teams we work with which says a lot about his talents. He is also a strong team player who is not afraid to offer a different perspective to a debate. Additionally he always took an interest in the development of less experienced team members and was always happy to help them develop. In summary Joe is an exceptional individual and candidate who will no doubt excel in his next role.

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Credentials

  • Fellow
    The Chartered Institute for Securities & Investment (The CISI)
  • SFA Registered Persons Exam
    Financial Conduct Authority

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Regional Sales Director
      • Nov 2022 - Present

    • Business Development Manager
      • Oct 2020 - Nov 2022

    • United States
    • Financial Services
    • 700 & Above Employee
    • Head of Wealth Management Distribution and Investment Trusts
      • Sep 2017 - Aug 2020

      Head of Wealth Management and Investment Trusts responsible for developing and leading the distribution effort to build the Legg Mason business within the National Wealth Management channel. Head of Wealth Management and Investment Trusts responsible for developing and leading the distribution effort to build the Legg Mason business within the National Wealth Management channel.

    • Regional Sales Director
      • Oct 2007 - Sep 2017

      Responsible for fund sales to intermediaries across the South West, Midlands and North of England, Scotland, Northern Ireland and Ireland. Clients include Private Wealth Managers, Private Banks, IFAs, Fund of Funds, DFMs and Stockbrokers. Responsible for fund sales to intermediaries across the South West, Midlands and North of England, Scotland, Northern Ireland and Ireland. Clients include Private Wealth Managers, Private Banks, IFAs, Fund of Funds, DFMs and Stockbrokers.

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Private Banker
      • Oct 2006 - Sep 2007

      Private Banker and Wealth Manager within Barclays Wealth. Private Banker and Wealth Manager within Barclays Wealth.

  • Rensburg Sheppards
    • Liverpool, United Kingdom
    • Associate Director, Portfolio Management
      • Aug 1998 - Sep 2006

      Portfolio Manager at Rensburg Sheppards (now Investec Wealth). Responsible for managing multi asset and direct equity client portfolios within the mass affluent sector. Portfolio Manager at Rensburg Sheppards (now Investec Wealth). Responsible for managing multi asset and direct equity client portfolios within the mass affluent sector.

Education

  • University of York
    Bachelor of Arts (B.A.), Philosophy and Politics
    1993 - 1996
  • St Bede's Grammar School
    1988 - 1993

Community

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