Client Relationship Analyst @ (February 2021 - June 2023)
Registered Client Service Associate @ (July 2018 - February 2021)
Associate @ (May 2015 - July 2018)
Financial Analyst @ (June 2014 - August 2014)
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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