Joe Caswell

Joe Caswell is a Personal Finance Coach and Paraplanner at WEALTH at work since June 2021, following a role as a Client Servicing Representative at BNY Mellon | Pershing. Previous experience includes a position as a Trainee Investment Analyst at Digital Banking Direct, where Joe conducted financial research and analysis, and as a Finance Administrator at BDO, focusing on compliance and database transition projects. Joe has also worked as a Match Day Analyst for Opta Sports, compiling statistics for professional football leagues, and served as a Performance Analyst for Doncaster Rovers FC during the 2017/2018 season. Early career experience includes projects administration at Cornerstone Projects Ltd and an academy football player at Everton Football Club. Joe holds a Bachelor of Science degree in Sports and Exercise Science from Leeds Beckett University.