Helen O'Neill Email
Non Executive Director @ NextWealth
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Helen O'Neill Location
- United Kingdom
Helen O'Neill Work
- Non Executive Director @ (December 2025 - Present)
- Senior Adviser @ (September 2024 - Present)
- Non Executive Director @ HALO Invest (March 2024 - December 2025)
- Board Director @ (January 2023 - March 2024)
- Director CF3 @ (May 2019 - March 2024)
- Chief Operating Officer @ (April 2017 - March 2024)
- Head of Governance @ (December 2013 - April 2017)
- Proposition Lead @ AXA Self Investor (July 2012 - November 2013)
- Investment strategy and Portfolio @ AXA Wealth (March 2008 - July 2011)
- Private Banker @ (February 2007 - February 2008)
- Senior Client Experience Manager @ (January 2003 - January 2006)
- Investment Proposition Manager @ (January 2002 - January 2003)
- Investment Product Manager @ (December 1999 - January 2002)
- Graduate Programme @ (September 1997 - December 1999)
Helen O'Neill Education
- University of Wales, Aberystwyth
BA (History)
1993-1996
Helen O'Neill Skills
- Wealth Management
- Investments
- Portfolio Management
- Strategic Financial Planning
- Mutual Funds
- Investment Strategies
- Banking
- Management
- Change Management
- Wealth
- Marketing Strategy
- Proposition Development
- Marketing
- Strategic Planning
- Product Development
- Customer Experience
- Relationship Management
- Financial Planning
- Business Relationship Management
- Financial Analysis
- Platform Development
- Stakeholder Management
- Microsoft Office
- Microsoft Excel
- Financial Services
- Loans
- Credit
- Leadership
Helen O'Neill Summary
- Helen O'Neill, based in United Kingdom, is currently a Non Executive Director at NextWealth. Helen O'Neill brings experience from previous roles at Whitman Asset Management Limited, HALO Invest, PIMFA - Personal Investment Management & Financial Advice Association and Tatton Investment Management Limited. Helen O'Neill holds a 1993 - 1996 BA in History @ University of Wales, Aberystwyth. With a robust skill set that includes Wealth Management, Investments, Portfolio Management, Strategic Financial Planning, Mutual Funds and more. Helen O'Neill has 1 emails on RocketReach.
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