Bob Oneill work email
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
- Valid
Bob Oneill personal email
Bob Oneill phone numbers
Mr. O’Neill has spent his career working closely with high-net-worth individuals, families and select foundations, and endowments to develop wealth and investment management strategies. Wealth creation is not an event but a journey that requires a vision. Robert develops investment opportunities to help his clients reach their objectives tax efficiently using individual securities and ETFs. Your Wealth should have an impact: Success provides lots of opportunities, but also results in unique challenges. Whether transferring wealth to the next generation or to your charitable pursuits, purposeful planning can help you achieve your goals. Business Ownership and Personal Wealth are intertwined. Whether you’re still building your business – or ready to address your exit strategy – Robert can help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family. Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. In addition, he has been featured on CNBC /Fox Business TV.
Thrivent Financial
-
Financial ConsultantThrivent Financial Jul 2016 - PresentHigh Net Worth consultant who can help you tackle multiple goals and make decisions at important financial moments. Disciplined approach to wealth management begins by understanding you life goals, risk tolerance, liquidity needs, tax liability and financial responsibilities. Working working closely with high-net-worth individuals, families and select foundations and endowments to develop wealth and investment management strategies. Wealth creation is not an event but a journey that requires a vision. Develop investment opportunities to help clients reach their objectives tax efficiently using low cost index and exchange traded funds. Your Wealth should have an impact: Success provides lots of opportunities, but also results in unique challenges. Whether transferring wealth to the next generation or to your charitable pursuits, purposeful planning will help you achieve your goals. Business Ownership and Personal Wealth are intertwined. Whether you’re still building your business or ready to address your exit strategy Robert can help you formulate and execute a plan that integrates the goals you have for your business, yourself and your family. Trusts are flexible tools that can help ensure your hard-earned success is preserved, protected and transferred as you intend. As a leader in trust and estate services, leveraging a broad array of trusts to meet your unique goals for today and tomorrow.For Thrivent social media guidelines and important disclosure information visit Thrivent.com/social.
-
Co-FounderSidechain Applied Innovation Lab 2015 - PresentDevelop cryptocurrency and blockchain related products and services to streamline all manner of financial transactions in the US and Europe. Provide solutions for regulatory risks integrating rules and requirements in the complex and emerging environment of Dodd-Frank and Basel III.
-
ConsultantRjo Consulting Jan 2009 - Present• Strategy Development - Develop and implement an innovative strategy based on market research (MR), brand strengths, consumer insight, competitive-intelligence, identifying market gaps and creating differentiation. Area of emphasis (Wealth Management and Brokerage)• Technology – Incubation of blockchain technology strategy to transform financial services transactions. Launched online bank solution to increase customer share of wallet.Marketing Communications - Lead and drive marketing communications functions, including advertising, media, public relations, in-store/deal marketing and packaging.• Product Line Strategy - Develop an overall product line strategy that focuses product lines against the greatest opportunities for your company. Infuse consumer insight and innovation into the upfront product ideation and definition process. Development of strategy using extensive market analysis combined with an analysis of category profitability with product market leaders.• Digital Marketing - Develop a strategy and execute a comprehensive web-based, e-commerce program for products and services/solutions that deepens customer engagement and creates undisputed differentiation and value. Including e-marketing, social networking, web advertising, online training/webinars and fun tools that could be used by customers and other stakeholders.• Team Development - Develop a team of marketing and communications professionals to support your company’s strategy.• Measurement and ROI - Put in place measures and analytics to determine effectiveness and ROI. Utilize market research, customer insights, and competitive intelligence to validate strength of programs. Establish, manage and optimize a distribution, marketing and communications budget. Assess current expenditures and recommend opportunities for improved focus and ROI.
-
Managing Director Portfolio ManagerLincoln Investments 2013 - 2015Providing Wealth Management Solutions to the High New Worth Clients using innovative broadly diversified investment portfolios grounded in highly liquid exchange traded funds (ETF).
-
Managing DirectorPutnam Investments 2009 - 2011Boston, Massachusetts, UsHead of Putnam Brokerage and Rollover business. Responsbile for sales, service and marketing. -
Senior Vice President Of Retirement & Customer AcquisitionCharles Schwab 2007 - 2010Westlake, Texas, UsResponsible for Retirement, Customer Acquistion and Gen x. -
Senior Vice President MarketingFidelity Investments Jan 1994 - Oct 2007Boston, Ma, UsResponsible for New Customer Acquisition, Business Development, Retirement, IRA, Partnerships and Alliances, Offers and Rollover for Fidelity Investments. -
CaptainU.S. Army Jul 1987 - Jul 1991Arlington, Virginia, Us
Bob Oneill Skills
Bob Oneill Education Details
-
Babson F.W. Olin Graduate School Of BusinessEntrepreneurship/Entrepreneurial Studies -
Providence CollegeFinance
Frequently Asked Questions about Bob Oneill
What company does Bob Oneill work for?
Bob Oneill works for Thrivent Financial
What is Bob Oneill's role at the current company?
Bob Oneill's current role is Private Wealth Management.
What is Bob Oneill's email address?
Bob Oneill's email address is ro****@****ent.com
What is Bob Oneill's direct phone number?
Bob Oneill's direct phone number is (800) 435*****
What schools did Bob Oneill attend?
Bob Oneill attended Babson F.w. Olin Graduate School Of Business, Providence College.
What skills is Bob Oneill known for?
Bob Oneill has skills like Retirement, Integrated Marketing, 401k, Business Development, Crm, Product Marketing, Strategy, Strategic Financial Planning, Marketing, Management, Financial Services, Leadership.
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