James O'Neill Email & Phone Number
Partner and AIF @ Intrua Financial
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James O'Neill Location
- Cypress, TX, US
James O'Neill Work
- 2018 -now Partner and AIF @
- 2011 -2017 Vice President Of Client Relations and Investment Committee Member @
- 2009 -2010 Branch Manager and Independent Financial Consultant @ Retirement Plan Advisors
James O'Neill Education
- Michigan State University
B.A. (Psychology)
1988-1992
James O'Neill Skills
- Retirement Planning
- Series 7
- Wealth Management
- Investments
- Portfolio Management
- Strategic Financial Planning
- Series 6
- Series 63
- IRAs
- Series 8
- AIF
- CRM
- Business Development
- Investment Advisory
- Model Portfolios
- Portfolio Performance Analysis
- Sales
- Sales Management
- Building Relationships
- Management
- Financial Analysis
- Credit
- Relationship Management
- Project Management
- Risk Management
- Negotiation
James O'Neill Summary
- James O'Neill, based in Cypress, TX, US, is currently a Partner and AIF at Intrua Financial. James O'Neill brings experience from previous roles at CORDA Investment Management and Retirement Plan Advisors. James O'Neill holds a 1988 - 1992 B.A. in Psychology @ Michigan State University. With a robust skill set that includes Retirement Planning, Series 7, Wealth Management, Investments, Portfolio Management and more. James O'Neill has 2 emails and 2 mobile phone numbers on RocketReach.
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