Joe O'Shields

Joe O'Shields has a diverse work experience spanning different industries. Their most recent role was as the Director of Operations at ASE Financial Advisory Group, which they started in September 2022. Prior to this, they held the position of Operations Manager from May 2021 to September 2022 and Financial Planning Associate from October 2020 to May 2021 at the same company.

Before joining ASE Financial Advisory Group, Joe worked as an Assistant Accountant at Kutztown University Student Services, Inc. from August 2018 to May 2019. In this role, they were responsible for reviewing check requests and purchase orders, reconciling cash transactions, and calculating monthly depreciation.

Joe also gained experience as a Summer Sales Intern at Trepp, LLC from June 2018 to September 2018. At Trepp, they supported primary and secondary market participants in the CMBS, commercial real estate, and banking industries by providing information and technology solutions.

In addition, Joe worked at PSECU, where they held the positions of Assistant Manager from December 2017 to May 2018 and Financial Education Intern from June 2017 to December 2017. Joe played a role in increasing credit union membership, developing and implementing promotional activities, and conducting financial literacy workshops.

Their earliest work experience was as a Camp Counselor at the YMCA of Greater Charlotte from May 2013 to August 2014. In this role, they planned schedules and communicated with parents.

Overall, Joe O'Shields has a strong background in operations management, financial planning, accounting, sales, and customer service.

Joe O'Shields obtained a Bachelor's Degree in Finance, General & Personal Financial Planning from Kutztown University of Pennsylvania. In addition to their degree, they also hold certifications in Google Analytics from Google and as a Certified Personal Trainer (NASM-CPT) from the National Academy of Sports Medicine (NASM).