Accomplished external wholesaler with extensive experience in the financial services industry, specializing in multiple annuity solutions. Proven track record of building and maintaining strong relationships with key distribution partners and consistently exceeding sales targets. Recognized for leadership and excellence, including Wholesaler of the Year and Wholesaler of the Decade (2020). A founding member of the Symetra Field Advisory Board and President’s Council, committed to driving innovation and growth in the industry.> Relationship Development – Earned trust of financial advisors for honesty, expertise, and confidentiality.> Sales Growth Driver – Exceeded sales goals consistently across all firms (Symetra, Genworth, Phoenix).> Team Collaboration – Drive sales excellence in marketing and selling techniques aligned with annuities. > Marketing – Created target campaigns to promote products and services.> Communications – Always available to help colleagues in the financial sector.
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Regional Vice PresidentAtheneSaratoga Springs, Ny, Us -
Reginal Vice PresidentSymetra 2011 - 2024United StatesLed wholesale distribution of Annuities across Upstate New York, driving approximately $3B in sales over tenure. Developed and maintained strategic relationships with key financial advisors, distributors, and institutions to grow the company’s market presence. Served as a founding member of the Symetra Field Advisory Board and President’s Council, influencing key strategic decisions and initiatives -
Regional Vice PresidentGenworth 2004 - Mar 2011United StatesTransformed underperforming Upstate New York territory to number one in total sales retaining status for duration of tenure. Led wholesale distribution of Variable, Fixed, and Income Annuities. Recognized as a top performer by peers and management.
Matthew O’Neil Education Details
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Finance And Economics
Frequently Asked Questions about Matthew O’Neil
What company does Matthew O’Neil work for?
Matthew O’Neil works for Athene
What is Matthew O’Neil's role at the current company?
Matthew O’Neil's current role is Regional Vice President.
What schools did Matthew O’Neil attend?
Matthew O’Neil attended University Of Massachusetts Amherst.
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Matthew O'Neil
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