Rick O'Neal Location
- Olathe, KS, US
Rick O'Neal Work
- 2013 -now CEO @ Nelson & Company Wealth Management
- 2012 -now Chairman Emeratus of the Board of Directors @
- 2010 -now CEO @ nelson & company
- 2015 -2022 Vice Chairman of the Board of Directors @
- 2018 -2021 Chairman Of The Board Of Directors @ Better Business Bureau of Greater Kansas City
- 2015 -2016 Advisory Representative @
- 2010 -2013 Partner @
- 2003 -2010 VP Manager and Regional Chair of Diversity Inclusion @
- 2006 -2010 VP @ banking
- 2002 -2003 CFO @ Reid and Reid CPA Firm
- 1998 -2002 VP Manager @
Rick O'Neal Education
- Arizona State University
Bachelor's of Science (Economics & Finance)
1981-1986
Rick O'Neal Skills
- Leadership
- Finance
- Public Speaking
- Sales
- Strategic Planning
- Investments
- Small Business
- Management
- Banking
- Credit
- Sales Management
- Marketing
- Wealth Management
- Financial Advisory
- Insurance
- Financial Services
- Leadership Development
- Risk Management
- Mutual Funds
- Financial Planning
- Retirement Planning
- Retirement
- Estate Planning
- Portfolio Management
- Series 7
- Life Insurance
- Series 63
- Long-term Care
- Term Life Insurance
- Disability Insurance
- Underwriting
- Commercial Lending
- Financial Analysis
- Securities
- Fixed Annuities
- 401k
- Commercial Banking
- Business Planning
- Strategy
- Loans
- Relationship Management
- Strategic Financial Planning
- Mortgage Lending
- Personal Development
- Networking
- Small Business Lending
- IRAs
- Wealth Management Services
- Credit Analysis
- Financial Planners
- Science
- Business Development
- Long Term Care
- Microsoft Excel
- Economics
- Microsoft Office
- Business Strategy
Rick O'Neal Summary
- Rick O'Neal, based in Olathe, KS, US, is currently a CEO at Nelson & Company Wealth Management. Rick O'Neal brings experience from previous roles at The Whole Person, nelson & company, Better Business Bureau and Better Business Bureau of Greater Kansas City. Rick O'Neal holds a 1981 - 1986 Bachelor's of Science in Economics & Finance @ Arizona State University. With a robust skill set that includes Leadership, Finance, Public Speaking, Sales, Strategic Planning and more. Rick O'Neal has 4 emails and 6 mobile phone numbers on RocketReach.
5 free lookup(s).
No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Looking for a different Rick O'Neal?
Find contact details for 700 million professionals.
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5 free lookups.
Search the #1 Contact Database
Get contact details of over 700M profiles across 60M companies - all with industry-leading accuracy. Sales and Recruiter users, try out our Email Finder Extension.
Use our AI-Powered Email Finder
Find business and personal emails and mobile phone numbers with exclusive coverage across niche job titles, industries, and more for unparalleled targeting. Also available via our Contact Data API.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co