James O'Neill Email & Phone Number
Vice President - Executive Financial Management @ Goldman Sachs
5 free lookup(s).
James O'Neill Location
- Dallas, TX, US
James O'Neill Work
- 1999 - now Vice President - Executive Financial Management @
- 1999 - now Senior Vice President - Financial Counseling @
- 1996 - 1999 Retirement Specialist @
- 1995 - 1996 Employee Benefits Consultant @ United Group Programs
James O'Neill Education
- Naveen Jindal School of Management, UT Dallas
M.S. (Accounting - Tax)
1999 - 2001 - The University of Georgia
B.A. (Poli-Sci)
1992 - 1994 - Southern Methodist University 1990 - 1992
James O'Neill Skills
- Series 7
- Wealth Management
- Investments
- Asset Allocation
- Securities
- Strategic Financial Planning
- Retirement Planning
- Investment Advisory
- Portfolio Management
- Series 63
- Hedge Funds
- Insurance
- Trusts
- Tax
- Personal Financial Planning
- Employee Benefits
- Investment Strategies
- Financial Planning
- Finance
- Legal Writing
- Strategic Planning
- Corporate Law
- Microsoft Office
- Training
- Financial Analysis
- Strategy
James O'Neill Summary
- James O'Neill, based in Dallas, TX, US, is currently a Vice President - Executive Financial Management at Goldman Sachs. James O'Neill brings experience from previous roles at Ayco, a Goldman Sachs Company, Fidelity Investments and United Group Programs. James O'Neill holds a 1999 - 2001 M.S. in Accounting - Tax @ Naveen Jindal School of Management, UT Dallas. With a robust skill set that includes Series 7, Wealth Management, Investments, Asset Allocation, Securities and more. James O'Neill has 1 emails and 1 mobile phone numbers on RocketReach.
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