Lani Oneil Email & Phone Number
Mountain Regional Director @ RiverFront Investment Group
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Lani Oneil Location
- Denver, CO, US
Lani Oneil Work
- 2022 -now Mountain Regional Director @
- 2020 -2022 Vice President of Business Development @
- 2019 -2020 Associate Advisor @
- 2016 -2019 Director of National Accounts @
- 2014 -2016 Key Account Manager @
- 2001 -2003 Product Development Analyst @
- 2000 -2001 Research Associate @
- 1999 -2000 Investor Service Representative @
Lani Oneil Education
- University of Wyoming
Bachelor of Science (Business Administration)
1994-1999
Lani Oneil Skills
- Data Analysis
- Sales Processes
- Mutual Funds
- Investments
- Business Development
- Asset Management
- Financial Services
- CRM
- Product Management
- Finance
- Series 63
- Strategy
- Alternative Investments
- Strategic Planning
- Key Account Development
- Equities
- Securities
- Account Management
- Capital Markets
- Sales
- Asset Allocation
- Sales Operations
- Portfolio Management
- Investment Strategies
- Wealth Management
- Series 7
- Retirement Planning
- Financial Advisory
- Strategic Partnerships
- Management
- Business Relationship Management
- Customer Service
- Building Relationships
- Presentations
- Strategic Negotiations
- Leadership
- Relationship Management
- National Account Development
- Key Account Relationships
- ETFs
- Broker-Dealer
- National Account Management
- Key Account Relationship Building
- Separately Managed Accounts
- Unified Managed Accounts
- New Business Opportunities
- Key Client Relationships
- New Business Generation
- Wealth Management Services
- RIA
Lani Oneil Summary
- Lani Oneil, based in Denver, CO, US, is currently a Mountain Regional Director at Riverfront Investment Group. Lani Oneil brings experience from previous roles at Envision Financial Systems, Inc., Catalyst Retirement Advisors, LLC, Frontier Asset Management, l.l.c. and Alps, a DST Company. Lani Oneil holds a 1994 - 1999 Bachelor of Science in Business Administration @ University of Wyoming. With a robust skill set that includes Data Analysis, Sales Processes, Mutual Funds, Investments, Business Development and more. Lani Oneil has 5 emails and 3 mobile phone numbers on RocketReach.
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