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
- Senior Vice President, Head of Trust Operations and BSA Officer @ (January 2025 - Present)
- Vice President, Head of Trust Operations and BSA Officer @ (January 2022 - December 2024)
- Senior Associate, Operations @ (December 2020 - January 2022)
- Operations Officer @ (March 2020 - December 2020)
- Investment Operations Manager @ (May 2016 - February 2020)
- Investment Operations Team Leader @ (August 2015 - April 2016)
- Investment Operations Specialist @ (July 2013 - July 2015)
- Associate and Supervisor @ (September 2010 - July 2013)
- Analyst @ (June 2009 - September 2010)
- Fund Accountant @ (October 2007 - June 2009)
Ryan O'Neill Education
- UNH Peter T. Paul College 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 @ UNH Peter T. Paul College 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
Courtney Maloney
Vice President, Trust Officer
Portsmouth, NH, US
Heather Ogmundson
Vice President, Associate Counsel and CCO
Portsmouth, NH, US
Elizabeth Collins
Chief Fiduciary Officer
Portsmouth, NH, US
Erica Maroon
Vice President, Trust Operations
Portsmouth, NH, US
Glenn Perlow
Director, General Counsel, and Secretary
Boston, MA, US
Tyler Bluestein
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Kennebunk, ME, US
Teresa Mathis
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Katie Bullen
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Chelsea Riggs
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Meaghan
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