Director @ Total Bank Solutions (November 2008 - July 2023)
Wholesaler @ (January 2006 - July 2007)
Regional Vice President @ MetLife Broker Dealer Group (January 2001 - December 2006)
James O'Neill Skills
Marketing Strategy
Sales
Business Strategy
Project Management
Wealth Management
Equities
Securities
Mutual Funds
Investment Advisory
Portfolio Management
Asset Managment
James O'Neill Summary
James O'Neill, based in Bellmore, NY, US, is currently a Mission Partnerships at Workbay. James O'Neill brings experience from previous roles at Self-employed, R&T Deposit Solutions, Total Bank Solutions and Reich & Tang Funds. With a robust skill set that includes Marketing Strategy, Sales, Business Strategy, Project Management, Wealth Management and more. James O'Neill has 1 emails and 2 mobile phone numbers on RocketReach.
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