Joe O'Neill Email & Phone Number
Founder and CEO @ Enveriti
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Joe O'Neill Location
- West Palm Beach, FL, US
Joe O'Neill Work
- Founder and CEO @ (February 2026 - Present)
- COO-Designate, Private Credit Operations @ Woodside AI Venture Studio LLC (August 2025 - February 2026)
- Chief Operating Officer @ (May 2022 - August 2025)
- Managing Director @ (July 2020 - May 2022)
- Global Finance and Operations and Business Development Executive @ (September 2016 - July 2020)
- Chief Financial Officer, Chief Operating Officer and Chief Compliance Officer @ Otter Creek Management, Inc. | Otter Creek Advisors, LLC (September 2002 - September 2015)
- Director, Business Development @ (September 1997 - September 2001)
- Vice President, Residential Mortgage Lending and Credit Card Operations @ (September 1995 - September 1997)
- Vice President, Retail Banking and Electronic Banking @ (September 1993 - September 1995)
- Project Manager, Automotive Operations @ (September 1991 - September 1993)
- Manufacturing Analyst @ (September 1989 - September 1991)
- Assembly Production Supervisor @ (September 1987 - September 1989)
Joe O'Neill Education
- University of Michigan
Master of Business Administration - MBA
- Lehigh University
Bachelor of Science - BS (Industrial Engineering)
Joe O'Neill Skills
- Finance
- Financial Modeling
- Hedge Funds
- Alternative Investments
- Private Equity
- Acquisition Integration
- Asset Management
- Investor Relations
- Valuation
- Due Diligence
- Equities
- Venture Capital
- Fixed Income
- Capital Markets
- Investment Management
- Management Consulting
- Business Development
- Program Management
- Investment Banking
- Portfolio Management
- Mergers & Acquisitions
- Mutual Funds
- Risk Management
- Financial Analysis
- Securities
- Financial Services
- Real Estate
- Strategic Planning
- Strategy
- Start-ups
- P&L Management
- Operations Management
- Regulatory Compliance
- Business Process Improvement
- Customer Relationship Management (CRM)
- Sales Management
- Sales
- Microsoft Excel
- Management
- Leadership
- Executive Management
- Strategic Partnerships
- Commercial Leasing
- Yardi
- Strategic M&A
- SaaS | CRM | MS Dynamics
- Axys
- RIAs
- Salesforce.com
- Financial Accounting
- ASC 820 Valuations
- Asset-Based Lending
- Borrowing Base & Covenant Compliance
- Effective Interest Rate Methodology
- FASB 91 / ASC 310-20 Compliance
- Fund Accounting & Administration
- Loan Accounting & Servicing
- Private Credit Operations
- Process Automation (Agentic AI, RPA)
- Product Strategy
- Requirements Analysis
- Robotic Process Automation (RPA)
- Solution Architecture
- Vendor Management
- Social Media
- Start Ups
- Derivatives
- Investments
- Business Analysis
- Engineering
- Fund Of Funds
- Microsoft Word
- Investment Strategies
- Emerging Markets
- Business Strategy
- Mergers and Acquisitions
- Loans
- Analysis
- Training
- Customer Relationship Management Crm
- Manufacturing
- Marketing
- Customer Relationship Management
- Saas | Crm | Ms Dynamics
Joe O'Neill Summary
- Joe O'Neill, based in West Palm Beach, FL, US, is currently a Founder and CEO at Enveriti. Joe O'Neill brings experience from previous roles at Woodside AI Venture Studio LLC, Boston Portfolio Advisors, Inc. and U.S. Immigration Fund. Joe O'Neill holds a Master of Business Administration - MBA @ University of Michigan. With a robust skill set that includes Finance, Financial Modeling, Hedge Funds, Alternative Investments, Private Equity and more. Joe O'Neill has 2 emails and 2 mobile phone numbers on RocketReach.
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