Patrick O'Neill Email & Phone Number

Oakland, California, United States

Office Libations is a corporate refreshment service based in the San Francisco Bay Area. We serve companies of all sizes, from small startups to large Fortune 500 companies. We’re a one-stop shop for office professionals to keep their teams happy and save time.Our comprehensive software suite takes your snack programs to the next level. It identifies and.

San Francisco Bay Area

Reservine makes visiting wine country more accessible and enjoyable for consumers by enabling them to conveniently find and reserve wine tasting experiences according to their preferences.

San Francisco Bay Area

Knowdeon, Inc. is a San Francisco Bay Area-based company that delivers MBA-level digital courses on topics that are transforming the world of business today and in the future.

San Francisco Bay Area

Credit Suisse is a leading financial services company, advising clients around the globe in all aspects of finance.

Terra Nova is a general contracting firm that specializes in building restaurants. Founded in 1984, the company has completed over 2,500 projects nationwide.

Coverage Banker, Non-Banking Financial Institutions

• Sberbank is the largest bank in Russia and the CIS, accounting for approximately 30% of Russian banking assets. It is the key lender to the national economy and the largest deposit taker in the country.
• Covered over 200 international asset management and sovereign wealth fund clients across all products and services to meet client needs and identify cross-selling opportunities.
• Prospected and established new relationships at senior levels with 15 sovereign wealth funds each managing over $10B.
• Conducted in-depth research and sector analysis on pension funds, insurance companies, leasing companies, asset managers, and sovereign wealth funds.
• Formulated quarterly and annual sales targets and prepared presentations for senior management.

Moscow, Russian Federation

• Renaissance Capital is a leading independent investment bank focused exclusively on Russia and the CIS, Africa, and other high-opportunity emerging markets.
• Cold-called hundreds of fixed income asset managers to build a book of 8 new clients with AUM ranging from $5M-200M.
• Generated several trades each week with ticket sizes ranging from $50K-$2M.
• Consulted daily with every client by providing market updates, research, and trade ideas.
• Designed and implemented Excel models using live-time Bloomberg data for yield curve analysis on major corporate and sovereign issuers in Russia and the CIS.
• Entrusted with covering and executing trades on top accounts in the absence of my manager.

Master Of Business Administration (Mba)

Graduation with Honors (Top 10% of Class) GPA: 3.92

B.A., German, Russian

Activities and Societies: Student Investment Committee, Center for Teaching, Learning, and Research, Special Olympics Vermont - Addison.

B.A., German

B.A., Russian

B.A., Russian