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Jack O'Shea

Jack O'Shea

Wealth Management Intern

location of Jack O'SheaBuffalo, New York, United States

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  • Timeline

  • About me

    Regional Advisor Consultant- Wholesaler at Columbia Threadneedle Investments, US

  • Education

    • Clarkstown High School South

      2012 - 2016

    • Hobart and William Smith Colleges

      2016 - 2020
      Bachelor's degree Economics

      Activities and Societies: - Football - President of Finance Club (2 years)

  • Experience

    • Ameriprise Financial Services, LLC

      May 2018 - Aug 2018
      Wealth Management Intern

    • EY

      Jun 2019 - Aug 2019
      Consultant Intern

    • Prudential Financial

      May 2020 - Jun 2021
      Financial Services Associate

    • Columbia Threadneedle Investments, US

      Jun 2021 - now

      External wholesaler covering independent advisors, broker dealers, and RIAs. Providing mutual fund, ETF, SMA, model portfolio, and hedge fund solutions. - 2022 Internal Wholesaler of the Year: Over 60 internal wholesalers on the desk.- Graduate of rigorous training program for the top 5 internal wholesalers working to become an external wholesaler. Training was focused on selling skills, product knowledge, presentation skills, and territory management.

      • Regional Advisor Consultant- External Wholesaler

        Dec 2022 - now

      • Internal Advisor Consultant

        Jun 2021 - Dec 2022

  • Licenses & Certifications

    • Series 7

      FINRA

    • Series 66

      FINRA