Tim O'Neil Email & Phone Number
Senior Vice President, Trust and Senior Investment Officer @ Herring Bank
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Tim O'Neil Location
- Amarillo, TX, US
Tim O'Neil Work
- 2017 -now Senior Vice President, Trust and Senior Investment Officer @
- 2013 -2016 Senior Investment Strategist @ First American Bank
- 2010 -2013 Senior Relationship Manager @ Naples Money Management
- 2007 -2008 Financial Advisor @
- 2000 -2006 Chief Investment Officer @
- 1997 -1999 Portfolio manager @ Fleet Trust & Investment Services (Naples)
- 1990 -1997 Portfolio Manager @ U. S. Trust Company of New York (Palm Beach)
- 1989 -1990 Vice President, Portfolio Management @ PALM BEACH CAPITAL MANAGEMENT
- 1988 -1989 EVP @ Grenville Capital
- 1987 -1987 President and CEO @ T. S. O'Neil & Co.
- 1985 -1986 Director, Volatility Management @ Greenspan O'Neil Associates
- 1977 -1984 ending position: EVP @ Netter International/Ross Capital
- 1976 -1977 Trainee, listed stock options trading desk @ Shearson Hayden Stone
Tim O'Neil Education
- Princeton University
AB (Politics)
1972-1976 - Horace Greeley High School '72 1968-1972
Tim O'Neil Skills
- Asset Management
- Asset Allocation
- Hedge Funds
- Derivatives
- Wealth Management
- Investments
- Alternative Investments
- Portfolio Management
- Fixed Income
- Equities
- Securities
- Mutual Funds
- Retirement Planning
- Trading
- Financial Planning
- Estate Planning
- Financial Analysis
- Investment Strategies
- Investment Advisory
- Options
- Finance
- Business Strategy
- Leadership
- Sales
Tim O'Neil Summary
- Tim O'Neil, based in Amarillo, TX, US, is currently a Senior Vice President, Trust and Senior Investment Officer at Herring Bank NMLS #415783. Tim O'Neil brings experience from previous roles at First American Bank, Naples Money Management, Morgan Stanley and BANK OF FLORIDA TRUST COMPANY. Tim O'Neil holds a 1972 - 1976 AB in Politics @ Princeton University. With a robust skill set that includes Asset Management, Asset Allocation, Hedge Funds, Derivatives, Wealth Management and more. Tim O'Neil has 1 emails and 1 mobile phone numbers on RocketReach.
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