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
- Financial Advisor | Vice President @ (July 2025 - Present)
- Associate Vice President - Investments @ (October 2014 - July 2025)
- Financial Advisor- Global Wealth Management @ (May 2007 - September 2014)
- Financial Consultant @ (August 2003 - May 2007)
- Financial Advisor @ (January 2000 - July 2003)
- Account Executive @ (September 1995 - December 1999)
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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