SVP, Portfolio Manager and Head of Research @ (April 2018 - January 2021)
VP, Portfolio Manager @ (September 2017 - April 2018)
Director, Past President @ (July 2017 - Present)
Senior Reseach Analyst and Associate @ Summit Strategies (February 2013 - September 2017)
President @ (July 2016 - June 2017)
Program Chair @ (June 2015 - June 2016)
Sponsorship Chair @ (January 2014 - January 2015)
Senior Hedge Fund Analyst @ (March 2004 - February 2013)
Patrick Oneil Education
Columbia College
Master of Business Administration (M.B.A.)
2001-2004
University of Missouri-Columbia
Bachelor of Business Administration (B.B.A.)
1997-2001
Patrick Oneil Skills
Asset Allocation
Change Management
Corporate Finance
Endowments
Financial Analysis
Financial Management
Financial Modeling
Foundations
Hedge Funds
Investment Advisory Services
Investment Research
Liability Driven Investing
Macroeconomics
Management
Modern Portfolio Theory
Pension Funds
Performance Attribution
Portfolio Management
Portfolio Optimization
Public Speaking
Quantitative Analytics
Quantitative Risk Analysis
Statistical Modeling
Technical Writing
Patrick Oneil Summary
Patrick Oneil, based in St. Louis, MO, US, is currently a SVP, Chief Investment Officer at Enterprise Bank & Trust. Patrick Oneil brings experience from previous roles at Enterprise Bank & Trust, CFA SOCIETY OF SAINT LOUIS and Summit Strategies. Patrick Oneil holds a 2001 - 2004 Master of Business Administration (M.B.A.) @ Columbia College. With a robust skill set that includes Asset Allocation, Change Management, Corporate Finance, Endowments, Financial Analysis and more. Patrick Oneil has 2 emails on RocketReach.
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