Meghan O'Neill's Location
New York, NY, US
Meghan O'Neill's Work
- Managing Director @ J.P. Morgan
- Executive Director, J.P. Morgan Private Bank @ J.P. Morgan
- Vice President, J.P. Morgan Private Bank @ J.P. Morgan
- Vice President - Citi Private Bank @ Citi
- Investment Consultant @ TD Ameritrade
- Financial Planning Consultant @ Fidelity Investments
- Intern and Investment Specialist @ Charles Schwab
Meghan O'Neill's Education
- Rowan University
Bachelor of Science - BS (Business)
Meghan O'Neill's Skills
- Series 7
- Series 63
- Mutual Funds
- Wealth Management
- Asset Allocation
- Investments
- Series 65
- Securities
- Alternative Investments
- Fixed Income
Meghan O'Neill's Summary
Meghan O'Neill, based in New York, NY, US, is currently a Managing Director at J.P. Morgan, bringing 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 contributes valuable insights to the industry. Meghan O'Neill has 2 emails on RocketReach.
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