Joe Sheehan

Areas of expertise

Outsourced investment services for advisers

Experience

Joe works alongside Mark Coles, managing relationships with several national firms, networks and large financial planning businesses as a Key Account Manager.

He has over 20yrs of financial services experience, 15yrs of which in regional business development roles at Credit Suisse, AEGON Asset Management and most recently BNY Mellon Investment Management where he was Regional Investment Director covering the Midlands and Wales.

Professional qualifications/memberships

Joe has the CII Investment Management Certificate (IMC) and is working toward attaining the CISI Level 4 Diploma certification.