Warren O'Connell

Warren O'Connell has extensive experience in business development and sales roles. Warren most recently held the position of Head of Business Development at Iress, where they were responsible for leading the sales and business development team in the Life Insurance and Mortgage division. Warren worked closely with key stakeholders at major distribution partners, mortgage lenders, banks, and insurance providers to negotiate business packages and increase the profit margin.

Prior to their time at Iress, Warren served as a Client Director at Synaptic Software Limited, where they developed key account relationships and distributed the entire Synaptic product suite. Warren also held the role of Provider & Platform Relationship Manager at the same company. In this role, they liaised with major distributors, adviser businesses, and provider and platform businesses at a senior management level. Additionally, Warren had management accountability for the Customer Services team and ensured smooth coordination between sales and customer services.

Before their tenure at Synaptic Software Limited, Warren worked as a Business Development professional at Punter Southall Health & Protection Consulting Ltd and as a National Accounts Co-ordinator and Corporate DC Paraplanner at Punter Southall Health & Protection Consulting. In these roles, they focused on developing new business leads, preparing tender documents, and producing governance reports for large and complex company schemes.

Earlier in their career, Warren gained experience in sales support and marketing. Warren worked as a Private Client Sales Support Administrator at PSFM Ltd, where they provided administrative support to high net worth consultants and assisted in client portfolio management and business development. Warren also served as an Experiential Marketing Team Leader at Denvir Marketing, overseeing experiential marketing, branding, and creative design projects.

Warren began their career as a Sales Support Administrator at Origen Financial Services, where they aided the new business team in managing processes and diary keeping.

Overall, Warren O'Connell has a diverse background in business development, sales, client relations, and marketing, with a focus on the financial services industry.

Warren O'Connell attended Stirling University from 2003 to 2007, where they earned a Bachelor of Arts with Honours degree in Sports Studies and Computing Science. In 2009, they obtained certifications in CF1 and GR1, although the institution and specific month of obtaining these certifications are not provided.