Anna O'Neill Email & Phone Number

Vice President | Institutional Middle Office @ Brown Brothers Harriman

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Anna O'Neill Location

Boston, MA, US

Anna O'Neill Work

2024 - now Vice President | Institutional Middle Office @ Brown Brothers Harriman
2021 - 2023 Senior Client Success Manager @ Addepar
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2017 - 2021 Vice President Operations @ Toth Financial Advisory Corporation

2014 - 2017 Relationship Manager | Implementation Consultant @ Envestnet | Tamarac
2011 - 2014 Vice President | Fund Administration | ETF Treasury and Compliance @ J.P. Morgan
2007 - 2011 Assistant Vice President | Fund Administration | ETF Treasury and Compliance @ J.P. Morgan
2005 - 2007 Reporting and Compliance – Unit Manager @ Investors Bank & Trust
2005 - 2005 Senior Compliance Specialist @ CitiStreet
2004 - 2005 Senior 401(k) Plan Specialist @ CitiStreet
View Department
2001 - 2002 Investment Operations – Assistant Vice President @ Deutsche Bank

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Anna O'Neill Education

Northeastern University
(Business Administration and Management, General)

Anna O'Neill Skills

Financial Services
Equities
Investments

Mutual Funds
Risk Management
Management
Bloomberg
Fixed Income
Portfolio Management

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Anna O'Neill Summary

Anna O'Neill, based in Boston, MA, US, is currently a Vice President | Institutional Middle Office at Brown Brothers Harriman. Anna O'Neill brings experience from previous roles at Addepar, Toth Financial Advisory Corporation, Envestnet | Tamarac and J.P. Morgan. Anna O'Neill holds a Northeastern University. With a robust skill set that includes Financial Services, Equities, Investments, Mutual Funds, Risk Management and more. Anna O'Neill has 2 emails on RocketReach.

Anna O'Neill Emails

Found 2 emails

Anna O'Neill Phone Numbers

Found 1 phone numbers

+1 617-678-XXXX

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