Edward O'Neal Email & Phone Number
Senior Vice President - Retirement Plans @ Benjamin F. Edwards
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Edward O'Neal Location
- St. Louis, MO, US
Edward O'Neal Work
- 2015 -now Senior Vice President - Retirement Plans @
- 2012 -2015 Principal and General Partner - Retirement Products Group @
- 2008 -2011 Director - Retirement Products Group @
- 1991 -2008 Vice President - Retirement Plan Services @ Wells Fargo Advisors (Acquired Wachovia-2008, following acquisition of A.G. Edwa
- 1991 -1995 Retirement Plan Consultant @
Edward O'Neal Education
- The Wharton School
Series 7, 66, & 24 Certification – Securities Institute of America
1996-1997 - Webster University
Master of Business Administration in Finance
1990-1991 - Drake University
Bachelor of Science (B.S.) (Actuarial Science & Corporate Finance)
1982-1986 - St. Louis University High School
Edward O'Neal Skills
- Mutual Funds
- Retirement Planning
- Strategic Planning
- Pensions
- Project Planning
- Program Management
- Retirement
- Series 7
- Investments
Edward O'Neal Summary
- Edward O'Neal, based in St. Louis, MO, US, is currently a Senior Vice President - Retirement Plans at Benjamin F. Edwards & Co.. Edward O'Neal brings experience from previous roles at Edward Jones, Wells Fargo Advisors (Acquired Wachovia-2008, following acquisition of A.G. Edwa and A.G. Edwards & Sons, Inc.. Edward O'Neal holds a 1996 - 1997 Series 7, 66, & 24 Certification – Securities Institute of America @ The Wharton School. With a robust skill set that includes Mutual Funds, Retirement Planning, Strategic Planning, Pensions, Project Planning and more. Edward O'Neal has 1 mobile phone numbers on RocketReach.
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