Ryan O'Neill Email & Phone Number
Senior Vice President, Head of Trust Operations and BSA Officer @ Jordan Park Trust Company
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Ryan O'Neill Location
- Boston, MA, US
Ryan O'Neill Work
- 2025 - now Senior Vice President, Head of Trust Operations and BSA Officer @
- 2022 - 2024 Vice President, Head of Trust Operations and BSA Officer @
- 2020 - 2022 Senior Associate, Operations @
- 2020 - 2020 Operations Officer @
- 2016 - 2020 Investment Operations Manager @
- 2015 - 2016 Investment Operations Team Leader @
- 2013 - 2015 Investment Operations Specialist @
- 2010 - 2013 Associate and Supervisor @
- 2009 - 2010 Analyst @
- 2007 - 2009 Fund Accountant @
Ryan O'Neill Education
- University of New Hampshire - Whittemore School of Business and Economics
BS (Business Administration, Finance)
2003 - 2007
Ryan O'Neill Skills
- Bloomberg
- Fund Accounting
- Mutual Funds
- Securities
- Asset Management
- Alternative Investments
- Investments
- Financial Reporting
- Finance
- Microsoft Excel
- Accounting
- PowerPoint
- Microsoft Office
- Financial Services
- Wealth Management
- Corporate Actions
- Bonds
- Fund Administration
- Charles River IMS
- Equities
- Fixed Income
- Settlement
Ryan O'Neill Summary
- Ryan O'Neill, based in Boston, MA, US, is currently a Senior Vice President, Head of Trust Operations and BSA Officer at Jordan Park Trust Company. Ryan O'Neill brings experience from previous roles at Jordan Park Trust Company, Perspecta Trust and Loring, Wolcott & Coolidge Trust, LLC. Ryan O'Neill holds a 2003 - 2007 BS in Business Administration, Finance @ University of New Hampshire - Whittemore School of Business and Economics. With a robust skill set that includes Bloomberg, Fund Accounting, Mutual Funds, Securities, Asset Management and more. Ryan O'Neill has 2 emails and 1 mobile phone numbers on RocketReach.
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Top Jordan Park Trust Company Employees
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Portsmouth, NH, US
Elizabeth Collins
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Portsmouth, NH, US
Erica Maroon
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Teresa Mathis
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Meaghan
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Boston, MA, US
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