Phelim O'Neill Email & Phone Number

Sydney, New South Wales, Australia

Sydney, Australia

Partnering with financial advice and private wealth groups to bring them investment solutions that help them reach their client goals.

Sydney, Australia

Institutional Distribution + Funds Management Assisting the Institutional sales teams in global capital raising initiatives for AMP Capital strategic FundsKey function of setting up and building out the RFP team to improve the quality and success rate of pitches for new business.

Sydney Area, Australia

Project Management + Lean Six Sigma Project Manager for Lean Productivity projects across AMP Capital. • Identifying and implementing productivity and profitability improvements that deliver revenue, cost savings and improved client outcomes • Concurrently, leading, training and coaching effective change management to support the embedding of sustainable improvements,• Acting as a process excellence expert and change agent across the business in developing a continuous improvement culture, helping to embed LEAN mindsets and behaviours into the fabric of how AMP Capital operates

Sydney, Australia

Creating, developing and launching new innovative products to market.

Sydney, Australia

Project management + Financial Advice Market Project Manage the integration of new planners and financial planning Practices into the AMP Group • Building project plans, chairing weekly project meetings, co-ordination of different teams throughout a 3 month process to integrate Practices.

Dublin, Ireland

Trading + Account ManagementManage accounts for Davy Private Clients• Setting up and managing all aspects of non advisory Private Client accounts including buying and selling equities, bonds and options, discussing market movements and performance of their portfolio, guiding clients through corporate actions and financial decisions that affect their shareholding

Diploma Financial Planning, Financial Planning And Services

Certificate, Lean Six Sigma

Higher distinction mark in lean six sigma green belt certification from UTS

Ba, Mim, Economics, Philosophy, Masters In Business Management.