James O'Neill Email & Phone Number
Vice President - Executive Financial Management @ Goldman Sachs
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James O'Neill Location
- Dallas, TX, US
James O'Neill Work
- Vice President - Executive Financial Management @ (March 1999 - Present)
- Senior Vice President - Financial Counseling @ (March 1999 - Present)
- Retirement Specialist @ (October 1996 - March 1999)
- Employee Benefits Consultant @ United Group Programs (March 1995 - September 1996)
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
- Asset Allocation
- Employee Benefits
- Financial Planning
- Hedge Funds
- Insurance
- Investment Advisory
- Investment Strategies
- Investments
- Personal Financial Planning
- Portfolio Management
- Retirement Planning
- Securities
- Series 63
- Series 7
- Strategic Financial Planning
- Tax
- Trusts
- Wealth Management
- 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 Asset Allocation, Employee Benefits, Financial Planning, Hedge Funds, Insurance and more. James O'Neill has 2 emails and 2 mobile phone numbers on RocketReach.
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