Brandon O'Neill Email & Phone Number
Vice President, Charitable Planning Consultant @ Fidelity Charitable®
5 free lookup(s).
Brandon O'Neill Location
- Texas, United States
Brandon O'Neill Work
- 2018 -now Vice President, Charitable Planning Consultant @
- 2015 -2018 Regional Vice President @
- 2013 -2015 Charitable Planning Associate @
- 2010 -2013 Regional Investment Consultant @
- 2008 -2010 Investor Representative @
- 2007 -2007 Financial Advisor @
- 2005 -2006 Reinsurance Broker @ EWI Risk
Brandon O'Neill Education
- Southern Methodist University
Certificate Program in Financial Planning
2011-2011 - Texas Christian University - M.J. Neeley School of Business
Bachelor of Applied Science (B.A.Sc.) (Entrepreneurship/Entrepreneurial Studies)
2000-2004
Brandon O'Neill Skills
- Charitable Gift Planning
- Donor Advised Funds
- Charities
- Estate Planning
- Philanthropy
- Strategic Financial Planning
- Investments
- Wealth Management
- Mutual Funds
- Retirement
- Investment Strategies
- Retirement Planning
- Financial Services
- Securities
- Certified Financial Planner
- Insurance
- Finance
- 401k
- Asset Allocation
- Relationship Management
- Portfolio Management
- Asset Management
- Annuities
- Tax
- Inside Sales
- FINRA
- Series 63
- Institutional Sales
- Wholesale
- Series 7
- Mutual Funds Wholesale
- College Savings Plans
- Morningstar Advisor Workstation
- ETFs
- 401k Rollovers
- Investment Management
- IRAs
- Qualified Retirement Plans
- Financial Markets
- Series 65
- Bonds
- Defined Contribution
- Variable Annuities
- Capital Markets
- Wealth Management Services
- Sales Operations
- 529 Plans
- Sales Force Development
- Salesforce.com
- 401(k) Retirement Savings Plans
- Life Insurance
- Microsoft Word
- Reinsurance
- Financial Planners
Brandon O'Neill Summary
- Brandon O'Neill, based in Texas, United States, is currently a Vice President, Charitable Planning Consultant at Fidelity Charitable. Brandon O'Neill brings experience from previous roles at Fidelity Charitable and Fidelity Investments. Brandon O'Neill holds a 2011 - 2011 Certificate Program in Financial Planning @ Southern Methodist University. With a robust skill set that includes Charitable Gift Planning, Donor Advised Funds, Charities, Estate Planning, Philanthropy and more. Brandon O'Neill has 4 emails and 3 mobile phone numbers on RocketReach.
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Jacob Clauson
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Karen Heald
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Elaine Martyn
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David Brosnan
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