Ruairi O'Neill, Chfc® Email and Phone Number
Ruairi O'Neill, Chfc® work email
- Valid
- Valid
- Valid
- Valid
- Valid
Ruairi O'Neill, Chfc® personal email
Ruairi O'Neill, Chfc® phone numbers
Areas of ExpertiseFinancial Planning | Risk Management | Income Tax Strategies | Asset ManagementTeam Building & Leadership | Retirement Planning Strategies | Investment Strategies Estate and Gift-Tax Planning | Specialized Strategies | Technical Analysis | Macro Environment AnalysisI enjoy reading on a frequent basis, Thoughts on the Frontline by John Mauldin, The Daily Shot, The Big Picture by Investor's Business Daily, Lance Robert's Daily Market Commentary, Michael Batnick's Animal Spirits, Grit Capital, Michael Kitces, as well as Charlie Bilello's wonderful charts amongst many others. I would encourage all to subscribe to them. Most are free. Please don't hesitate to contact me via email at roryoneill81@gmail.com with any questions or comments you have regarding my work. I'm always open to connecting with other professionals!
-
Financial Advisor IiTd Private Client Wealth Llc Jun 2023 - Present
-
Financial PlannerEy Oct 2018 - Nov 2022London, GbAssume shared accountability for assisting clients with assessment and evaluation of short and long-range financial solutions—offering recommendations for leveraging current income and savings in decision-making associated with diverse investment options. Support clients throughout decision-making related to qualified and nonqualified retirement plan options, with a particular emphasis on IRA’s, 401k’s, 403b’s, 457’s, ESOP’s, SERP’s, FSA’s, HSA’s, HRA’s, profit sharing plans, and pensions explaining each plan’s characteristics to confirm client/employee comprehension of plan benefits and any potential drawbacks. -
Sales AnalystNasdaq Sep 2016 - Sep 2017New York, Ny, UsAs Sales Analyst for NASDAQ, I boosted sales within two verticals (i.e., a technical analysis research platform and Dorsey Wright SMA / UMA business) via formulation of a comprehensive business plan for organization wide adoption and application. I generated slide decks, handouts, and other materials for informational presentations related to point and figure charts; I convened with colleagues and other stakeholders and major decision makers - including Analysts, Customer Service Associates, Financial Advisors, Portfolio Managers, and Wholesalers - to deliver these presentations on a recurrent basis. -
Financial AdvisorJ.P. Morgan Jul 2011 - Jul 2013New York, Ny, UsAs Financial Advisor with JPMorgan Chase, I interviewed each client to gather key financial data and information - including current income, expenses, financial objectives, insurance coverage, risk tolerance, and tax status - necessary for the formulation of a tailored financial plan. I analyzed aforementioned financial data and information to determine strategies for meeting clients' financial goals. I supported clients in the attainment of all financial targets and objectives via the recommendation of strategies in various areas, such as investment planning, insurance coverage, and cash management; I assisted clients in the implementation of these financial planning recommendations and continued with follow-up reviews.
Ruairi O'Neill, Chfc® Skills
Ruairi O'Neill, Chfc® Education Details
-
St. John'S University, The Peter J. Tobin College Of BusinessMarketing -
The American College Of Financial ServicesFinancial Planning And Services
Frequently Asked Questions about Ruairi O'Neill, Chfc®
What company does Ruairi O'Neill, Chfc® work for?
Ruairi O'Neill, Chfc® works for Td Private Client Wealth Llc
What is Ruairi O'Neill, Chfc®'s role at the current company?
Ruairi O'Neill, Chfc®'s current role is Financial Services/Advising/Planning.
What is Ruairi O'Neill, Chfc®'s email address?
Ruairi O'Neill, Chfc®'s email address is ruairi.o'neill@td.com
What is Ruairi O'Neill, Chfc®'s direct phone number?
Ruairi O'Neill, Chfc®'s direct phone number is (212) 401*****
What schools did Ruairi O'Neill, Chfc® attend?
Ruairi O'Neill, Chfc® attended St. John's University, The Peter J. Tobin College Of Business, The American College Of Financial Services.
What are some of Ruairi O'Neill, Chfc®'s interests?
Ruairi O'Neill, Chfc® has interest in Social Services, Children, Economic Empowerment, Civil Rights And Social Action, Politics, Education, Environment, Poverty Alleviation, Science And Technology, Disaster And Humanitarian Relief.
What skills is Ruairi O'Neill, Chfc® known for?
Ruairi O'Neill, Chfc® has skills like Risk Management, Analytical, Attention To Detail, Ability To Listen, Employee Benefits, Ethical Character, Client Relationships, Social Media, Compliance, Relationship Building, Leadership, Judgement.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial