Joseph Wheatley is Head of Client Service Delivery for EMEA. In this role he has oversight responsibility for all service delivery related operations processes and activities performed in Investment Services in EMEA. Joe is a member of the EMEA Chairman's Forum, the EMEA Investment Services Committee and is a director of several BNY Mellon legal entities across the EMEA region.
Joe joined BNY Mellon in 2004. Prior to this current role, he was Group Managing Director of AIB/BNY Securities Services – a joint venture between the AIB Group and BNY Mellon, providing fund administration and custody services. Previously he was Finance Director and Head of Operations at AIB Investment Services – the holding company for AIB’s global asset management activities, and a Portfolio Manager with responsibility for private and institutional clients at AIB Investment Managers, AIB’s Irish investment management division. Before joining AIB he worked with PricewaterhouseCoopers.
Joe has extensive senior management experience in the international funds, investment management and securities services sectors. He has served on the boards of a number of Irish investment funds and fund management companies and on the Council of The Irish Funds Industry Association. He holds an M.A. in Accounting and Finance and is a Fellow of the Chartered Association of Certified Accountants and is a member of the Institute of Chartered Secretaries and Administrators.