Joseph O'Donnell Email and Phone Number
Joseph O'Donnell work email
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Joseph O'Donnell personal email
Joseph O'Donnell phone numbers
I bring over 33 years of specialized investment management with a holistic approach to affluent individuals, families, and small business owners with ongoing tailored wealth advice for your specific needs.The O'Donnell Wealth Management team provides:- Customized portfolio management services- Financial and Retirement Planning- Estate Planning- Tax Planning- Insurance and Risk Managementhttp://advisors.nbfwm.ca/en/joseph-o-donnell/
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Chair Person - Csi Designation Ethics Committee (Volunteer Position - 3 Year Term)Canadian Securities Institute (Csi)Fredericton, Nb, Ca -
Wealth Advisor & Portfolio ManagerNational Bank Financial Wealth Management Jul 2011 - PresentFredericton, NbWealth Management - Holistic Approach - Tailor-Made Investment Strategies - for clients who have investable assets of $250,000 to $3,000,000. Build a reliable cash flow in retirement and design estate plans that allow a client assets to be distributed in a tax efficient manner.http://advisors.nbfwm.ca/en/joseph-o-donnell/ -
Chair Person - Csi Designation Ethics Committee (Volunteer Position - 3 Year Term)Canadian Securities Institute (Csi) Sep 2016 - PresentChair Person – CSI Designation Ethics CommitteeThe Designation Ethics Committee protects the integrity of CSI designations and the investing public by reviewing allegations of professional misconduct and complaints against CSI designation holders. An individual is nominated by the Designation Ethics Committee and appointed by CSI to lead the Designation Ethics Committee and review case files prior to committee meetings to determine the status for moving each file forward to the full committee.
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Advisor BoardF.C.S.I. Jun 2012 - PresentMy volunteer commitment over the past two years to the FCSI® Advisory Council requires my involvement in a consultative capacity to assist CSI with the shaping of the FCSI strategy and acting as a key ambassador both within and outside the financial services community. Responsibilities of council members include: • Assisting CSI in setting and reviewing policies governing the FCSI profession including how to earn and retain the designation. • Promote awareness of the FCSI within the financial services industry and among the public. • Review, revise, and approve changes to the Code of Ethics and Standards of Professionalism for FCSI holders. • Provide guidance in the review and continual improvement of the FCSI program and requirements to ensure its continued relevance to the industry. • Assist in continuous improvement of the Industry Contribution requirement. Council meets three to four times a year and requires attendance by conference call.
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Past PresidentFredericton Chamber Of Commerce Jun 2015 - PresentFredericton, NbPOSITION: Immediate Past President The Immediate Past President of the Fredericton Chamber of Commerce will serve in a leadership role within the organization supporting the President by working toward achieving the goals and objectives of the organization. To this end, he/she will ensure there is an annual strategic plan in place addressing the short-term and long-term objectives of the Chamber.By providing continuity and consistency, this person will serve a valuable role to ensure that the Chamber’s long term direction if carried forward in discussions at the Board meetings.He/she will serve as an active member of the Executive Committee, fulfilling the duties and responsibilities of this position as outlined in the Chamber’s Bylaws. As an Officer of the Chamber, he/she will ensure policy decisions are implemented appropriately by staff through monitoring and reporting mechanisms. -
Ski Instructor, Crabbe MtnCrabbe Mtn 2008 - PresentCrabbe Mtn Ski ResortThe Level 2 ski instructor certification is for advanced skiers who have passed the Level 1 certification. The course enables ski instructors to improve their situational teaching skills, to acquire a better understanding of CSIA technique and methodology, and the role of ski teaching within the ski industry. It combines practical ski teaching methods, technical understanding and development, and improvement of guest service skills.
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4Th Degree MemberKnights Of Columbus Bishop Dollar 1975 - 2015
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4Th Degree MemberKnights Of Columbus Bishop Dollar 1975 - 2015
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4Th Degree MemberKnights Of Columbus Bishop Dollar 1975 - 2015
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Investment Advisor And Portfolio ManagerWellington West Capital Markets Feb 2006 - Jul 2011Fredericton, Nb -
Finance Committee MemberFredericton Chamber Of Commerce 2008 - 2010
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Portfolio ManagerRbc Dominion Securities Jun 1988 - Jan 2005
Joseph O'Donnell Skills
Joseph O'Donnell Education Details
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NbccElectrical And Electronics Engineering -
St. Malachy'S And Saint John High SchoolAcademic
Frequently Asked Questions about Joseph O'Donnell
What company does Joseph O'Donnell work for?
Joseph O'Donnell works for Canadian Securities Institute (Csi)
What is Joseph O'Donnell's role at the current company?
Joseph O'Donnell's current role is Chair Person - CSI Designation Ethics Committee (Volunteer position - 3 year term).
What is Joseph O'Donnell's email address?
Joseph O'Donnell's email address is jo****@****west.ca
What is Joseph O'Donnell's direct phone number?
Joseph O'Donnell's direct phone number is +150646*****
What schools did Joseph O'Donnell attend?
Joseph O'Donnell attended Nbcc, St. Malachy's And Saint John High School.
What skills is Joseph O'Donnell known for?
Joseph O'Donnell has skills like Retirement Planning, Wealth Management, Strategic Financial Planning, Estate Planning, Mutual Funds, Bonds, Equities, Fixed Income, Investment Advisory Services, Fixed Annuities, Insurance, Portfolio Manager.
Who are Joseph O'Donnell's colleagues?
Joseph O'Donnell's colleagues are Amy B, Youngdae Choi, Chisty Bulsara, Rinku Kumar Kansal, Mahmoud Shaban, Milli Pajpani, Chris Willison.
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