Brian O'Neil Email & Phone Number

Salem, MA, US

San Diego, CA, US

As the Chief Information Officer, I direct, define and implement technology strategy for 16,000+ financial advisors and 8,000,000 investors in collaboration with C-Suite, managing a $30M annual budget, product development, third-party vendors, and a team of 130 in an agile environment for advisor and investor technology.

San Diego, CA, US

I led the engineering effort to deliver the next generation advisor workstation in the B2B2C model, modernizing the platform and providing architectural directions for scale and stability, building a high-performance engineering team of 100 resources while formalizing the solution architecture service model.

New York, NY, US

In this role, I led a global technology team of 40+ architects to impact 7,000 team members while reporting to global CTO, establishing and recruiting for enterprise architecture practice, partnering with business teams to identify technology obsolescence, and implement capabilities with DevOps, hybrid cloud, robotics and application portfolio management.

New York, NY, US

I led a high-performing team of 700+ resources, encompassing QA, business process improvement, integration and innovation services, delivering strategic plans, and establishing an enterprise shared services organization, incubating and operationalizing enterprise-class common services.

New York, NY, US

As the managing director, I contributed technology leadership to the private wealth management division, improved solutions architecture and app engineering, developed a roadmap, and implemented new processes, data strategy, and infrastructure redesign.

As CTO and VP of Technology, I managed a team of 8 with a budget of $2M, defining the overall technology strategy and direction as part of the executive management team. Including utilizing technology to achieve maximum business value, directing all aspects of technology, budget, and resources for operations technology group.

Boston, MA, US

As an integral member of the commercial markets division's senior management team, I directed all day-to-day technology operations, including a $20M annual budget for all divisional applications and systems. I developed and managed a global team of 36 employees, contractors, and off-shore resources.

As the SVP of Technology, I managed a team of 12 with a $20M budget, defining and implementing a technology strategy to drive growth and profitability, managed the enterprise-wide redesign of technology infrastructure and applications framework, and oversaw technology obsolescence planning.

Boston, Massachusetts, US

I managed 10 team members in this role and provided strategic leadership for internet application architecture, developing and implementing extranet systems, internal productivity tools, and performing new technology research.