Frank O'Donnell Email & Phone Number

Investment fund and investment trust sales UK wide plus sales management roles and management of business divisions at major fund houses. I have focussed on strategic distribution through fund platforms, life and pensions groups, either managing the relationship directly or leading a specialist sales team focussed on third party distribution. I also have extensive experience selling to IFAs nationally. At BMO Global Asset Management, I held various roles initially focussed on strategic distribution partners, then combining that role with a regional sales role covering Midlands, SW and Wales. I then managed the North UK sales team from Edinburgh and became vice-president in 2017 covering North UK including Northern Ireland and Isle of Man. I left BMO in December 2018.In April 2019, I formed Funds and Trusts Limited which is an independent consultancy focused on sales and distribution of investment trusts to IFAs and Wealth Managers in Scotland, Northern England and Northern Ireland.In April 2021, I joined Sesame Bankhall Group as Provider Relationship Manager focusing on the development of our key strategic relationships. My business goals are to build a sustainable, profitable business and be seen as a key business partner by my key clients.Specialties: Sales and distribution of investment funds and investment trusts through wholesale and retail channels, covering DFMs/IFAs, Third Party Sales, and Strategic Partnerships.

Listed skills include Strategic Partnerships, Asset Management, Financial Services, Business Development, and 5 others.