2024 -
now Vice President, Team Chief Investment Officer @
2023 -
2024 Associate @
2021 -
2023 Client Relationship Analyst @
2018 -
2021 Registered Client Service Associate @
2015 -
2018 Associate @
2014 -
2014 Financial Analyst @
Daniel O'Neill Education
Stonehill College
Bachelor’s Degree (Finance, Economics)
2012
-
2016
Daniel O'Neill Skills
Leadership
Team Building
Public Speaking
Time Management
Finance
Customer Service
Financial Analysis
Financial Understanding
Daniel O'Neill Summary
Daniel O'Neill, based in Boston, MA, US, is currently a Vice President, Team Chief Investment Officer at Rockefeller Capital Management. Daniel O'Neill brings experience from previous roles at J.P. Morgan, First Republic Private Wealth Management and Centinel Financial Group, LLC. Daniel O'Neill holds a 2012 - 2016 Bachelor’s Degree in Finance, Economics @ Stonehill College. With a robust skill set that includes Leadership, Team Building, Public Speaking, Time Management, Finance and more. Daniel O'Neill has 2 emails and 1 mobile phone numbers on RocketReach.
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