Helen O'Neill Email
Non Executive Director @ NextWealth
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Helen O'Neill Location
- United Kingdom
Helen O'Neill Work
- 2025 -now Non Executive Director @
- 2024 -now Senior Adviser @
- 2024 -2025 Non Executive Director @ HALO Invest
- 2023 -2024 Board Director @
- 2019 -2024 Director CF3 @
- 2017 -2024 Chief Operating Officer @
- 2013 -2017 Head of Governance @
- 2012 -2013 Proposition Lead @ AXA Self Investor
- 2008 -2011 Investment strategy and Portfolio @ AXA Wealth
- 2007 -2008 Private Banker @
- 2003 -2006 Senior Client Experience Manager @
- 2002 -2003 Investment Proposition Manager @
- 1999 -2002 Investment Product Manager @
- 1997 -1999 Graduate Programme @
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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Top NextWealth Employees
Helen O'Neill
Non Executive Director
United Kingdom
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Hannah Gillespie
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London, GB
Mark Aldous
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Southampton, GB
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