Kelli O'Neil Email & Phone Number
Investment Advisory Transitions Manager @ Osaic
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Kelli O'Neil Location
- Omaha, NE, US
Kelli O'Neil Work
- 2026 -now Investment Advisory Transitions Manager @ Osaic
- 2025 -2026 Advisory Transition Consultant @ Osaic
- 2024 -2026 Internal Advisory Consultant @ Osaic
- 2022 -2024 Senior Consultant, Client Experience @
- 2019 -2022 Internal Sales Manager @
- 2017 -2019 Internal Advisory Consultant Specialist @
- 2015 -2017 Client Relationship Manager @ Lighthouse Planning Consultants
- 2014 -2015 Expense Analyst @
- 2013 -2013 Marketing and Finance Intern @
- 2012 -2013 Financial Planning Intern @
Kelli O'Neil Education
- University of Nebraska-Lincoln
Master of Business Administration - MBA
2022-2024 - Temple University - Fox School of Business and Management
Bachelor of Business Administration (BBA) (Finance, General)
2009-2014
Kelli O'Neil Skills
- Microsoft Office
- Teamwork
- Microsoft Word
- Customer Satisfaction
- PowerPoint
- Microsoft Excel
- Marketing
- Inventory Management
- Access
- Time Management
- Customer Service
- Morningstar
- Data Entry
- Outlook
- Series 7
Kelli O'Neil Summary
- Kelli O'Neil, based in Omaha, NE, US, is currently a Investment Advisory Transitions Manager at Osaic. Kelli O'Neil brings experience from previous roles at Osaic and Lincoln Financial Network. Kelli O'Neil holds a 2022 - 2024 Master of Business Administration - MBA @ University of Nebraska-Lincoln. With a robust skill set that includes Facebook, Microsoft Office, Teamwork, Microsoft Word, Customer Satisfaction and more. Kelli O'Neil has 2 emails on RocketReach.
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