Brandon O'Neill Email & Phone Number
Vice President, Charitable Planning Consultant @ Fidelity Charitable®
Brandon O'Neill's Location
Texas, United States
Brandon O'Neill's Work
- Vice President, Charitable Planning Consultant @ Fidelity Charitable®
- Regional Vice President @ Fidelity Charitable®
- Charitable Planning Associate @ Fidelity Charitable®
- Regional Investment Consultant @ Fidelity Investments
- Investor Representative @ Fidelity Investments
- Financial Advisor @ Morgan Stanley
- Reinsurance Broker @ EWI Risk
Brandon O'Neill's Education
- Texas Christian University - M.J. Neeley School of Business
Bachelor of Applied Science (B.A.Sc.) (Entrepreneurship/Entrepreneurial Studies)
2000 - 2004 - Southern Methodist University
Certificate Program in Financial Planning
2011 - 2011
Brandon O'Neill's Skills
- Charitable Gift Planning
- Donor Advised Funds
- Charities
- Estate Planning
- Philanthropy
- Strategic Financial Planning
- Investments
- Wealth Management
- Mutual Funds
- Retirement
Brandon O'Neill's Summary
Brandon O'Neill, based in Texas, United States, is currently a Vice President, Charitable Planning Consultant at Fidelity Charitable, bringing experience from previous roles at Fidelity Charitable and Fidelity Investments. Brandon O'Neill holds a 2000 - 2004 Bachelor of Applied Science (B.A.Sc.) in Entrepreneurship/Entrepreneurial Studies @ Texas Christian University - M.J. Neeley School of Business. With a robust skill set that includes Charitable Gift Planning, Donor Advised Funds, Charities, Estate Planning, Philanthropy and more, Brandon O'Neill contributes valuable insights to the industry. Brandon O'Neill has 3 emails and 1 mobile phone number on RocketReach.
5 free lookups per month.
Not the Brandon O'Neill you were looking for?
Find contact details for 700 million professionals.
Others Named Brandon O'Neill
-
25
-
12
-
22
-
1
-
22
-
22
-
1
-
11
People Like Brandon O'Neill
-
31
-
13
-
ViewBrandon Ratzlaff
Director, Wealth Management Services at Cypress Point Wealth Management
Dallas, Texas, United States42 -
41
Top Fidelity Charitable® Employees
-
View
Jacob Pruitt
President, Head of Donor Advised Funds at Fidelity Charitable®
Colorado Springs, CO, US52 -
ViewChristine Switzer
Vice President, Fidelity Philanthropic Consulting at Fidelity Charitable®
Northampton, MA, US34 -
View
Elaine Martyn
Senior Vice President, Private Donor Group at Fidelity Charitable®
Chapel Hill, NC, US21 -
View
Amy Grossman
Vice President, Complex Asset Group at Fidelity Charitable®
California, United States44 -
45
-
View
Sean Werley
Vice President, Investment and Intermediary Programs at Fidelity Charitable®
Chapel Hill, NC, US32 -
35+
-
42
-
ViewWendy John
Chief Administrative Officer (CAO) at Fidelity Charitable®
Durham, North Carolina, United States45+ -
35+
-
21
-
View
Brandon O'Neill
Vice President, Charitable Planning Consultant at Fidelity Charitable®
Texas, United States34 -
5
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
