Jennifer O’Neil Email & Phone Number
Who is Jennifer O’Neil? Overview
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Jennifer O’Neil is listed as Manager, Sales and Service, Wealth Consultant, Avanti | Wealth at WFCU Credit Union, a with 319 employees, based in Windsor, Ontario, Canada. AeroLeads shows a matched LinkedIn profile for Jennifer O’Neil.
Jennifer O’Neil previously worked as Manager, Sales & Service, Wealth Consultant, Avanti | Wealth at Wfcu Credit Union and Branch Manager at Scotiamcleod. Jennifer O’Neil holds Human Resource & Human Resource Management, Human Resources Management/Personnel Administration, General from St. Clair College.
Email format at WFCU Credit Union
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About Jennifer O’Neil
Jennifer O’Neil is a Manager, Sales and Service, Wealth Consultant, Avanti | Wealth at WFCU Credit Union.
Jennifer O’Neil's current company
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Jennifer O’Neil work experience
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Manager, Sales & Service, Wealth Consultant, Avanti | Wealth
Branch Manager
Branch Administrator, Investment Associate
- Manage all Branch Support Staff- Manage the quality and efficiency of Branch Operations- Manage and implement procedures to ensure compliance with corporate policies and industry regulatory bodies- Administer the Branch Client Accounts- Support the Branch Manager with Branch expenses- Support Advisors in resolving commission related inquiries, provide support and advice on HR related issues- Assist in optimum functioning of the office/ team- Provide strong team leadership to motivate and develop individual and team performance through ongoing coaching, quarterly and annual reviews as well as host team workshops and meetings- Prepare and coordinate all Branch Events- Direct reports: Administrative Assistants/Associates, Investment Associates, Branch Systems Administrator , Branch Operations Associate- Collaborate with Partners for monthly meetings: Commercial banking, Wealth management, Retail, Small Business and Private Banking
Investment Associate
- work closely with advisor in the development and management of the Advisors book of business by providing effective client service and contributing to business development and sales- Generate sales/ revenue- ensure a high level of client service- Coordinate and excuse business development through planning and team meetings with the Advisor- Contribute to the effective functioning of the branch team: managing special projects/ events, prospecting, building a network of COI's- engage partners to ensure Total Wealth planning with clients- responsible for growing a segment of the Advisors book
General Manager Imperial Service
Retail Branch Manager
Retail Senior Assistant Branch Manager
Financial Advisor Imperial Service
Colleagues at WFCU Credit Union
Other employees you can reach at wfcu.ca. View company contacts for 319 employees →
Dave Cartier
Colleague at Wfcu Credit UnionKingston, Ontario, Canada
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Julia Meconi
Colleague at Wfcu Credit UnionLakeshore, Ontario, Canada
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SJ
Sasha Janceski
Colleague at Wfcu Credit UnionOntario, Canada
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RS
Rebecca Stasko
Colleague at Wfcu Credit UnionWindsor, Ontario, Canada
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RS
Ryan Smith
Colleague at Wfcu Credit UnionWindsor, Ontario, Canada
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DA
Derek Alakas
Colleague at Wfcu Credit UnionWindsor, Ontario, Canada
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NC
Nicholas Cahill
Colleague at Wfcu Credit UnionLondon, Ontario, Canada
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AL
Anne Lauzon
Colleague at Wfcu Credit UnionOntario, Canada
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BR
Bit Ryan
Colleague at Wfcu Credit UnionToronto, Ontario, Canada
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MD
Mia De Angelis, Mba
Colleague at Wfcu Credit UnionLakeshore, Ontario, Canada
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Jennifer O’Neil education
Human Resource & Human Resource Management, Human Resources Management/Personnel Administration, General
Law & Security, Criminal Justice/Law Enforcement Administration
9- Oac
Frequently asked questions about Jennifer O’Neil
Quick answers generated from the profile data available on this page.
What company does Jennifer O’Neil work for?
Jennifer O’Neil works for WFCU Credit Union.
What is Jennifer O’Neil's role at WFCU Credit Union?
Jennifer O’Neil is listed as Manager, Sales and Service, Wealth Consultant, Avanti | Wealth at WFCU Credit Union.
Where is Jennifer O’Neil based?
Jennifer O’Neil is based in Windsor, Ontario, Canada while working with WFCU Credit Union.
What companies has Jennifer O’Neil worked for?
Jennifer O’Neil has worked for Wfcu Credit Union, Scotiamcleod, Scotia Mcleod, and Cibc.
Who are Jennifer O’Neil's colleagues at WFCU Credit Union?
Jennifer O’Neil's colleagues at WFCU Credit Union include Dave Cartier, Julia Meconi, Sasha Janceski, Rebecca Stasko, and Ryan Smith.
How can I contact Jennifer O’Neil?
You can use AeroLeads to view verified contact signals for Jennifer O’Neil at WFCU Credit Union, including work email, phone, and LinkedIn data when available.
What schools did Jennifer O’Neil attend?
Jennifer O’Neil holds Human Resource & Human Resource Management, Human Resources Management/Personnel Administration, General from St. Clair College.
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