Steven Birch Email & Phone Number
Chief Executive Officer @ O'Neil Global Advisors
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Steven Birch Location
- Los Angeles, CA, US
Steven Birch Work
- Chief Executive Officer @ (March 2019 - Present)
- Chief Investment Officer @ (March 2019 - Present)
- Portfolio Manager @ (March 2019 - Present)
- Chief Strategy Officer @ (January 2018 - Present)
- Chief Investment Officer @ O'Neil Capital Management Inc. (January 2018 - Present)
- Chief Executive Officer @ William O'Neil + Co., Inc. (January 2018 - December 2021)
- Portfolio Manager @ William O'Neil + Co., Inc. (November 1997 - March 2019)
- President and Chief Operating Officer @ William O'Neil + Co., Inc. (February 2010 - January 2018)
- Co-President @ William O'Neil + Co., Inc. (August 2007 - February 2010)
- Research Analyst @ William O'Neil + Co., Inc. (March 1995 - November 1997)
- Research Analyst @ Commodities Corporation (U.S.A.) N.V. (January 1992 - April 1994)
- Research Analyst @ Fundamental Trading Corp. (March 1989 - January 1992)
- Technology Consultant @ Yelton Fiscal, Inc. (September 1988 - March 1989)
- Research Analyst @ (October 1984 - September 1988)
Steven Birch Education
- The University of North Carolina at Chapel Hill
BS (Finance)
1979-1983
Steven Birch Skills
- Portfolio Management
- Investments
- Equity Research
- Equities
- Hedge Funds
- Management
- Financial Modeling
- Asset Management
- Valuation
- Capital Markets
- Alternative Investments
- Trading
- Bloomberg
- Research
- Financial Markets
- Fixed Income
- Asset Managment
- Securities
- Strategy
- Analytical Skills
- Big Data Analytics
- Business Analysis
- Compensation
- Compliance Regulations
- Corporate Branding
- Corporate Recruiting
- Customer Engagement
- Customer Relationship Management (CRM)
- Customer Service
- Data Analysis
- Data Analytics
- Financial Analysis
- Fundamental Analysis
- Institutional Investments
- Investment Advisory
- Investment Portfolios
- Investment Research
- Mobile Applications
- Portfolio Managers
- Qualitative & Quantitative Research Methodologies
- Quantitative Analytics
- Quantitative Investment Strategies
- Quantitative Management
- Quantitative Research
- Quantitative Risk Analysis
- Statistical Data Analysis
- Strategic Data Analysis
- Technical Data Analysis
- Web Applications
- chief invest
- Customer Relationship Management Crm
- Qualitative and Quantitative Research Methodologies
- Customer Relationship Management
Steven Birch Summary
- Steven Birch, based in Los Angeles, CA, US, is currently a Chief Executive Officer at O'Neil Global Advisors. Steven Birch brings experience from previous roles at O'Neil Global Advisors, Data Analysis Incorporated and O'Neil Capital Management Inc.. Steven Birch holds a 1979 - 1983 BS in Finance @ The University of North Carolina at Chapel Hill. With a robust skill set that includes Portfolio Management, Investments, Equity Research, Equities, Hedge Funds and more. Steven Birch has 3 emails and 3 mobile phone numbers on RocketReach.
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