Jon O Brien

Jon O Brien has extensive experience in the financial services sector, currently serving as a Senior Paraplanner and Senior Paraplanning Team Leader at Charles Stanley & Co. Limited since February 2022. Prior to this role, Jon held multiple positions at Quilter Private Client Advisers from May 2017 to February 2022, culminating in the role of Paraplanning Manager - National Client Delivery. Earlier experience includes roles as a Paraplanner at Gemini Professional Financial Group and as a Client Technical Administrator at Pannells Financial Planning Ltd. Jon O Brien earned a degree in Accounting and Finance from the University of Derby, attended from 2007 to 2011, and completed education at Bishop Vesey Grammar School from 2000 to 2007.