Tiy O'Neal Email & Phone Number
Chief Operations Officer @ Lucia Capital Group
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Tiy O'Neal Location
- San Diego, CA, US
Tiy O'Neal Work
- Chief Operations Officer @ (March 2015 - Present)
- President @ Lucia Securities, LLC (March 2015 - December 2020)
- Chief Operations Officer @ (December 1994 - December 2014)
- President @ Western Securities Clearing Corp. (January 2002 - January 2005)
- President @ TradeWell Discount Investing (October 2001 - January 2003)
- Vice President Operations @ First Affiliated Securities (May 1992 - December 1994)
- Operations Specialist @ (January 1990 - December 1992)
- Operations Manager @ Dain Bosworth Inc. (January 1987 - December 1990)
Tiy O'Neal Education
- University of Central Florida
Tiy O'Neal Skills
- Financial Services
- Trading
- Leadership
- Series 7
- Securities
- Series 24
- Investments
- Executive Management
- Relationship Management
- Mergers & Acquisitions
- Series 63
- Business Strategy
- Customer Service
- Project Management
- FINRA
- Operations Management
- Office Administration
- Investment Advisory
- Performance Management
- Project Planning
- Agile Methodologies
- Six Sigma
- Employee Relations
- Employee Engagement
- Management
- Asset Management
- Onboarding
- Technology
- Transitioning
- Performance Improvement
- Performance Metrics
- Lean Management
- EBITDA Growth
- Series 4
- Transformational Outsourcing
- Mutual Funds
- Wealth Management
- Financial Planning
- Finance
- Strategy
- Financial Advisory
- Alternative Investments
- Risk Management
- Strategic Planning
- Financial Analysis
- Business Development
- Business Analysis
- PowerPoint
- Program Management
- Microsoft Excel
- Process Improvement
- Mergers and Acquisitions
- Microsoft Word
Tiy O'Neal Summary
- Tiy O'Neal, based in San Diego, CA, US, is currently a Chief Operations Officer at Lucia Capital Group. Tiy O'Neal brings experience from previous roles at Lucia Securities, LLC, First Allied Securities, Western Securities Clearing Corp. and TradeWell Discount Investing. Tiy O'Neal holds a University of Central Florida. With a robust skill set that includes Financial Services, Trading, Leadership, Series 7, Securities and more. Tiy O'Neal has 1 emails and 1 mobile phone numbers on RocketReach.
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