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Jason O'Neill Location
Sacramento, CA, US
Jason O'Neill Work
Managing Director, Global Relationship Manager @ (October 2025 - Present)
Vice President, Global Relationship Manager @ (March 2017 - September 2025)
Vice President @ (July 2007 - January 2016)
Director II, Director I, Senior Manager @ (June 2001 - June 2007)
Supervisor, Group Leader, Accountant @ Barclays Global Investors (August 1997 - May 2001)
Jason O'Neill Education
University of California, Davis
Bachelor’s Degree (Economics and Mathematics)
1993-1997
Jason O'Neill Skills
Accounting
Asset Allocation
Auditing
Bloomberg
Business Process Improvement
Coaching & Mentoring
Derivatives
Financial Accounting
Financial Analysis
Financial Audits
Financial Reporting
Fixed Income
Fund Accounting
Fund Administration
Generally Accepted Accounting Principles (GAAP)
Hedge Funds
Investments
Leadership
Management
Microsoft Excel
Mutual Funds
Operations Management
Organization Skills
Staff Development
Staff Training
Statistics
Strategic Planning
Swaps
Team Management
VBA
Financial Services
Operations
Coaching and Mentoring
Services
Generally Accepted Accounting Principles Gaap
Generally Accepted Accounting Principles
Jason O'Neill Summary
Jason O'Neill, based in Sacramento, CA, US, is currently a Managing Director, Global Relationship Manager at State Street. Jason O'Neill brings experience from previous roles at State Street, Investors Bank & Trust and Barclays Global Investors. Jason O'Neill holds a 1993 - 1997 Bachelor’s Degree in Economics and Mathematics @ University of California, Davis. With a robust skill set that includes Accounting, Asset Allocation, Auditing, Bloomberg, Business Process Improvement and more. Jason O'Neill has 3 emails and 2 mobile phone numbers on RocketReach.
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