Patrick O'Neill Email & Phone Number

New York, New York, United States

Chicago, Illinois

• Helped increase overall profits by encouraging sales reps to focus on margin percentage rather that dollar amounts, leading gross profit margins to increase to 23% from 19% in first twelve months• Research shipping lanes and economic conditions throughout the country to help provide our customer sales representatives with rates that better match the current industry environment

Greater Chicago Area

• Conducted a review of the firm’s mutual fund model holdings through in-depth research and meetings with fund managers and sales representatives• Led a team of two associates to help service the needs of our Senior Wealth Advisor’s private clients• Prepared personal net worth statements, cash flow schedules, and other analysis to evaluate the current financial position of clients

Overland Park, Kansas

Select Growth Fund - Analyst• Assisted in security selection and evaluation of current and prospective holdings • Fund outperformed our benchmark (Russell 3000 Growth), net of fees, in all three years as an analyst • Developed and maintained new idea screening tools using using FactSet and Bloomberg Portfolio Advisory Group - Analyst• Maintained over 120 accounts of the firm’s private clients, consisting of $30+ million of assets• Worked with team members to develop a training program for younger employeesWealth Planning Group• Assisted in preparing analysis, illustrations, and projections using financial planning software, Excel, and other planning applications• Completed over 200 financial plans for current and prospective clients

3515 West 75Th Street, Prairie Village, Ks 66208

• Worked closely with the Chairman and CEO on various projects• Provided credit analysis on various real estate and commercial properties• Identified and presented analysis of income statement and balance sheet of the bank to our CEO• Attended the bank’s loan committee meetings to discuss loan structures and judge the strengths and weaknesses of various types of loans

Master Of Business Administration - Mba, Capital Markets

Activities and Societies: Investment Club - President University of North Carolina Alpha Challenge Stock Pitch Competition

Bachelor Of Business Administration (Bba), Finance And Banking, Graduated

Activities and Societies: Beta Theta Pi - Zeta Phi Chapter Trulaske Study Abroad Program - Bergamo, Italy 2012 Miller Leadership.