Meghan O'Neill Email & Phone Number
Managing Director @ J.P. Morgan
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Meghan O'Neill Location
- New York, NY, US
Meghan O'Neill Work
- Managing Director @ (April 2023 - Present)
- Executive Director, J.P. Morgan Private Bank @ (January 2019 - Present)
- Vice President, J.P. Morgan Private Bank @ (September 2014 - January 2019)
- Vice President - Citi Private Bank @ (April 2010 - August 2014)
- Investment Consultant @ (January 2009 - January 2010)
- Financial Planning Consultant @ (January 2004 - January 2009)
- Intern and Investment Specialist @ (June 2000 - April 2004)
Meghan O'Neill Education
- Rowan University
Bachelor of Science - BS (Business)
Meghan O'Neill Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Asset Allocation
- Investments
- Series 65
- Securities
- Alternative Investments
- Fixed Income
- Investment Advisory
- Strategic Financial Planning
- Banking
- Finance
- Portfolio Management
- Financial Planning
- PowerPoint
- Business Development
- Microsoft Excel
Meghan O'Neill Summary
- Meghan O'Neill, based in New York, NY, US, is currently a Managing Director at J.P. Morgan. Meghan O'Neill brings experience from previous roles at J.P. Morgan, Citi Private Bank, Law Firm Group and TD Ameritrade. Meghan O'Neill holds a Bachelor of Science - BS in Business @ Rowan University. With a robust skill set that includes Series 7, Series 63, Mutual Funds, Wealth Management, Asset Allocation and more. Meghan O'Neill has 2 emails and 1 mobile phone numbers on RocketReach.
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