Joe O’Shields joined ASE Financial Advisory Group in September 2020 entrusted with a dual capacity as Operations Manager and Financial Planning Associate. He is responsible for assisting in the client onboarding process, client maintenance, and 401(k) analysis and development. Working in this hybrid role he also supports the team in day-to-day operations, project management, technological development, and process integration.
He graduated from Kutztown University of Pennsylvania in 2019, with dual degrees in Corporate Finance and Personal Financial Planning. Through a variety of internships, he has gained professional experience in banking, accounting, and software development. While in school he played D1 rugby for 4 years competing in 4 national championship tournaments and was the president of the organization. Upon graduation, Joe spent the following nine months traveling both internationally and domestically.
Outside of the office, Joe enjoys reading, cooking, working out, and spending time with his dog, Bella. You can often find him starting on new projects and building a variety of interesting items around the house. He currently volunteers on the board of the Kutztown Men’s Rugby Alumni Board.