Daniel O'Neill Email & Phone Number
Financial Advisor | Vice President @ LPL Financial
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Daniel O'Neill Location
- Boston, MA, US
Daniel O'Neill Work
- 2025 -now Financial Advisor | Vice President @
- 2014 -2025 Associate Vice President - Investments @
- 2007 -2014 Financial Advisor- Global Wealth Management @
- 2003 -2007 Financial Consultant @
- 2000 -2003 Financial Advisor @
- 1995 -1999 Account Executive @
Daniel O'Neill Education
- William & Mary
Bachelor of Arts (Public Policy, Sociology)
1993-1995 - Belmont Abbey College
(Sociology)
1990-1992
Daniel O'Neill Skills
- Wealth Management
- Retirement
- 401k Rollovers
- Finance
- Life Insurance
- 401K Planning
- Investments
- IT Strategy
- Program Management
- Security
- Enterprise Software
- Business Process Improvement
- Enterprise Architecture
- Business Analysis
- Information Security
- Leadership
- Management
- Risk Management
- Strategy
- Project Management
- Software Development Life Cycle
- Consulting
- Governance
- Cross Functional Team Leadership
- Information Technology
Daniel O'Neill Summary
- Daniel O'Neill, based in Boston, MA, US, is currently a Financial Advisor | Vice President at LPL Financial. Daniel O'Neill brings experience from previous roles at Wells Fargo Advisors, Morgan Stanley, A.G. Edwards & Sons, Inc. and Prudential Financial. Daniel O'Neill holds a 1993 - 1995 Bachelor of Arts in Public Policy, Sociology @ William & Mary. With a robust skill set that includes Wealth Management, Retirement, 401k Rollovers, Finance, Life Insurance and more. Daniel O'Neill has 1 emails and 1 mobile phone numbers on RocketReach.
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