Theodore R. O'Neill, Irc, Ceo Email & Phone Number

Lakeville, Connecticut, Us

Sell-side equity research covering multiple industries. Member FINRA & SIPC

San Francisco, California, Us

From 1997 to 2012 I was employed a number of Investment Banks, the majority of which no longer exist due to consolidation in the industry. While I have been a sell-side analyst and Supervisory Analyst for many years, I also spent four of those years as a banker at Needham & Co. where I raised over $500 million in more than two dozen transactions. Maintained continuous, timely and in-depth compilation of strategic and operational information on nearly 100 companies. Interacted with targeted institutional investors, fund managers and journalists through written material and scripted presentations approximately 900 times.

New York, Us

Supervisory Analyst, Equity analyst and DOR.

Boston, Ma, Us

Developed product-line P&Ls for each of the firms insurance products. 3-year plans and corporate budgets.

Managed balanced portfolios for high net worth individuals achieving S&P 500 returns with lower risk. Registered Investment Adviser and one of the first independent firms to use the Schwab platform for all our accounts.

Actually worked it Itek Systems Corporate Headquarters, but the only option in LinkedIn for the company name was OSD. I worked in Corp. HQ. I was instrumental in getting the finance department's budgeting and strategic planning efforts up on the mainframe computer at OSD and away from pencils and green-bar paper! Developed the 3-year plans. The computer models I developed there I dumbed down to run un Excel and still use today, every day. After Litton took over, they sacked all but two of us from Corp. HQ and I moved across the street to OSD where I worked in a window-less room behind a cypher-locked door where I debugged computer programs for the optical engineers. It was one of the greatest experiences of my life - well until Litton took over!

Jet Spray makes the iconic restaurant fountains that refrigerate and circulate non-carbonated drinks in a large clear plastic tub. Like most industrial firms at the time, they developed new products in-house and I made tools and fixtures, machined and set up dies for new and existing products. Left to attend college. The company was acquired by IMI Cornelius Group in 1998 and Berkshire Hathaway bought Cornelius in 2014.

Mba, Finance

Ba, Business

Electrical Engineering

Ae, Electrical Engineering

Education record