Rick O'Neal Email & Phone Number
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Rick O'Neal Location
- Olathe, KS, US
Rick O'Neal Work
- CEO @ Nelson & Company Wealth Management (April 2013 - Present)
- Chairman Emeratus of the Board of Directors @ (April 2012 - Present)
- CEO @ nelson & company (January 2010 - Present)
- Vice Chairman of the Board of Directors @ (November 2015 - January 2022)
- Chairman Of The Board Of Directors @ Better Business Bureau of Greater Kansas City (January 2018 - December 2021)
- Advisory Representative @ (February 2015 - February 2016)
- Partner @ (November 2010 - April 2013)
- VP Manager and Regional Chair of Diversity Inclusion @ (March 2003 - May 2010)
- VP @ banking (January 2006 - January 2010)
- CFO @ Reid and Reid CPA Firm (September 2002 - March 2003)
- VP Manager @ (July 1998 - September 2002)
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 2 emails and 6 mobile phone numbers on RocketReach.
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