Joe O'Donnell

Regional Sales Director at Premier Miton Investors

Joe O'Donnell has extensive experience in the finance industry, starting as an Associate Director at Rensburg Sheppards in 1998. Joe then moved to Barclays Wealth as a Private Banker in 2006. Joe'scareer progressed to Legg Mason Global Asset Management, where they served as a Regional Sales Director from 2007 to 2017. After that, they became the Head of Wealth Management Distribution and Investment Trusts at Legg Mason until 2020. Currently, Joe is the Regional Sales Director at Premier Miton Investors since 2020.

Joe O'Donnell attended St Bede's Grammar School from 1988 to 1993. Joe then pursued a Bachelor of Arts (B.A.) in Philosophy and Politics at the University of York from 1993 to 1996. Additionally, they obtained certifications as a Fellow from The Chartered Institute for Securities & Investment (The CISI) and the SFA Registered Persons Exam from the Financial Conduct Authority.

Links


Timeline

  • Regional Sales Director

    November, 2022 - present

  • Business Development Manager

    October, 2020