Helen O'Neill Email
Deputy Chief Executive Officer @ Multrees Investor Services
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Helen O'Neill Location
- United Kingdom
Helen O'Neill Work
- Deputy Chief Executive Officer @ (June 2026 - Present)
- Non Executive Director @ (December 2025 - Present)
- Senior Adviser @ (September 2024 - July 2026)
- 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
- Prifysgol Aberystwyth University
BA (History)
1993-1996
Helen O'Neill Skills
- Banking
- Business Relationship Management
- Change Management
- Customer Experience
- Financial Planning
- Financial Services
- Investment Strategies
- Investments
- Management
- Marketing
- Marketing Strategy
- Mutual Funds
- Platform Development
- Portfolio Management
- Product Development
- Proposition Development
- Relationship Management
- Stakeholder Management
- Strategic Financial Planning
- Strategic Planning
- Wealth
- Wealth Management
- Financial Analysis
- Microsoft Office
- Microsoft Excel
- Loans
- Credit
- Leadership
Helen O'Neill Summary
- Helen O'Neill, based in United Kingdom, is currently a Deputy Chief Executive Officer at Multrees Investor Services. Helen O'Neill brings experience from previous roles at NextWealth, Whitman Asset Management Limited, HALO Invest and PIMFA - Personal Investment Management & Financial Advice Association. Helen O'Neill holds a 1993 - 1996 BA in History @ Prifysgol Aberystwyth University. With a robust skill set that includes Banking, Business Relationship Management, Change Management, Customer Experience, Financial Planning and more.
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Top Multrees Investor Services Employees
Mark Hardie
Head Of Information Technology
United Kingdom
David Nicol
Chair Of The Board Of Directors
Hong Kong, HK
Joanna Sutherland
Head of Risk and Compliance
St Andrews, Scotland, GB
Clive Stelfox
Non Executive Director
Glasgow, GB
Peter O'Donnell
Chief Client Officer
Edinburgh, GB
Susan Palmer
Team Leader Data Management
Edinburgh, Scotland, GB
Martyn Johnson
Chief Operating Officer
Edinburgh, GB
Debbie Ferguson
Head Of Operations
Edinburgh, GB
Rachel Robertson
Chief Risk and Compliance Officer
United Kingdom
Lee McDonald
Head of Business Management
Edinburgh, Scotland, GB
Allan Blair
Transformation Lead
United Kingdom
Melanie Blake
Consultant - Enterprise Risk Management
United Kingdom
Keri-Ann Osfield
Chief Financial Officer
Dundee, GB
John Cronin
Head of Execution Services
United Kingdom
Fiona Christine
Compliance Manager
Edinburgh, Scotland, GB
Finlay Wilson
Transformation Lead
Edinburgh, GB
Adam Baker
Head of Investment Operations
Edinburgh, GB
Claire Buchanan
Head of Transformation
Glasgow, GB
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