Brad O'Neill Email & Phone Number
Vice President @ Capsicum Re
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Brad O'Neill Location
- Philadelphia, PA, US
Brad O'Neill Work
- 2023 -now Vice President @
- 2017 -2023 Vice President, Territory Sales at American Century Investments @
- 2014 -2017 Regional Director at Delaware Investments @
- 2013 -2014 Internal Sales Team Leader @
- 2011 -2012 Internal Consultant @
- 2007 -2010 Mentor and Quality Assurance @
- 2007 -2007 Financial Representative Internship @
- 2006 -2007 Financial Representative Internship @
Brad O'Neill Education
- La Salle University 2003-2007
- Eastern Regional High School
Brad O'Neill Skills
- Series 63
- Microsoft Office
- Cash Management
- Series 65
- Research
- Hedge Funds
- Sales
- PowerPoint
- Social Media
- Series 7
- Separately Managed Accounts
- Investment Management
- Budgets
- Asset Management
- Investment Advisory
- Microsoft Word
- Equities
- Relationship Management
- 401k
- Investments
- ETFs
- Mutual Funds
- Sales Management
- Portfolio Management
- Asset Allocation
- Bloomberg
- Strategic Financial Planning
- Due Diligence
- FINRA
- Leadership
Brad O'Neill Summary
- Brad O'Neill, based in Philadelphia, PA, US, is currently a Vice President at Gallagher Re. Brad O'Neill brings experience from previous roles at American Century Investments and Delaware Investments. Brad O'Neill holds a 2003 - 2007 La Salle University. With a robust skill set that includes Series 63, Microsoft Office, Cash Management, Series 65, Research and more. Brad O'Neill has 2 emails and 1 mobile phone numbers on RocketReach.
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