Todd O'Neil's Location
Louisville, KY, US
Todd O'Neil's Work
- Private Wealth Advisor @ Financial Services Company
- Registered Representative @ Olde Discount Stockbrokers
Todd O'Neil's Education
- University of Louisville
Economics
1991 - 1995 - St. Gabriel
- The American College of Financial Services
Chartered Financial Consultant designation
- Trinity High School
Todd O'Neil's Skills
- Series 7
- Strategic Financial Planning
- Life Insurance
- Investment Strategies
- 401k
- Investments
- Retirement
- Wealth Management
- Fixed Annuities
- Interfaith Relations
Todd O'Neil's Summary
Todd O'Neil, based in Louisville, KY, US, is currently a Private Wealth Advisor at Cardinal Pointe Financial Group, bringing experience from previous roles at Olde Discount Stockbrokers. Todd O'Neil holds a 1991 - 1995 Economics @ University of Louisville. With a robust skill set that includes Series 7, Strategic Financial Planning, Life Insurance, Investment Strategies, 401k and more, Todd O'Neil contributes valuable insights to the industry. Todd O'Neil has 1 email on RocketReach.
5 free lookups per month.
No credit card required.
If you need more lookups,
subscriptions start at $48 USD/month.
Not the Todd O'Neil you were looking for?
Find contact details for 700 million professionals.
Others Named Todd O'Neil
-
12
-
2
-
1
-
3
Top Financial Services Company Employees
-
35+
-
33
-
View
Bill Williams
EVP, President Ameriprise Independent Advisors at Financial Services Company
Eden Prairie, Minnesota, United States35+ -
View
Claudia Marban
President, Claudia Marban and Associates at Financial Services Company
Illinois, United States23 -
View
Joe Fleming
Chief Compliance Officer, Advice and Wealth Management at Financial Services Company
Minneapolis, MN, US24 -
15+
-
12
-
ViewPaula Bash
Vice President - Global Workplace Techology Solutions at Financial Services Company
Minneapolis, MN, US23 -
55+
-
View
Elizabeth Westfall
Vice President, Corporate Officer - Marketing at Financial Services Company
Minneapolis, MN, US25+ -
ViewJeff Soderstrom
Senior Vice President, Risk Mitigation at Financial Services Company
Minneapolis, MN, US25+ -
13
-
View
Michael Lawson
Regional Vice President - Upper Midwest at Financial Services Company
Minneapolis, MN, US14
How It Works
Get a Free Account
Sign up for a free account. No credit card required. Up to 5
free lookups / month.
Search
Search over 700
million verified professionals across 35 million companies.
Get Contact Info
Get contact details including emails and phone numbers
(business & personal).
G2Crowd Trusted
300K+
Plugin Users
