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
- Senior Vice President, Trust and Senior Investment Officer @ (March 2017 - Present)
- Senior Investment Strategist @ First American Bank (March 2013 - June 2016)
- Senior Relationship Manager @ Naples Money Management (June 2010 - March 2013)
- Financial Advisor @ (May 2007 - July 2008)
- Chief Investment Officer @ (January 2000 - March 2006)
- Portfolio manager @ Fleet Trust & Investment Services (Naples) (July 1997 - December 1999)
- Portfolio Manager @ U. S. Trust Company of New York (Palm Beach) (February 1990 - July 1997)
- Vice President, Portfolio Management @ PALM BEACH CAPITAL MANAGEMENT (January 1989 - January 1990)
- EVP @ Grenville Capital (January 1988 - January 1989)
- President and CEO @ T. S. O'Neil & Co. (January 1987 - December 1987)
- Director, Volatility Management @ Greenspan O'Neil Associates (January 1985 - December 1986)
- ending position: EVP @ Netter International/Ross Capital (April 1977 - December 1984)
- Trainee, listed stock options trading desk @ Shearson Hayden Stone (September 1976 - March 1977)
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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