Theodore R. O'Neill, Irc, Ceo

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

Providing the best of sell-side research - reasonably priced - none of the demands @ Litchfield Hills Research, LLC
Theodore R. O'Neill, Irc, Ceo's Location
New York City Metropolitan Area, United States, United States
Theodore R. O'Neill, Irc, Ceo's Contact Details

Theodore R. O'Neill, Irc, Ceo work email

Theodore R. O'Neill, Irc, Ceo personal email

n/a

Theodore R. O'Neill, Irc, Ceo phone numbers

About Theodore R. O'Neill, Irc, Ceo

Litchfield Hills Research is a leading provider of high-quality research that conforms to all FINRA sell-side regulations (rules 2241 & 3110) for quality and objectivity. Client companies can sponsor our research or distribution and targeting. Our distribution model is unique in that our research appears on all the relevant platforms used by buy-side analysts and PMs. Because issuers pay us for distribution, analysts and PMs can view it in real-time without having to seek entitlements even where MIFID regs are in place. We also provide an Enhanced Targeting technique. This proprietary process is especially useful if your current group of analysts focus on a single aspect of your business but you operate in multiple segments. For example, assume your legacy business is Semi-cap eq. but corporate focus is now on the Industrial Sector? We can place our research where investors in Industrials will see and read it. To measure our success, we provide detailed readership data for our corporate clients every quarter.In a post MIFID II world, the list of who can see research on the buy-side is shrinking everywhere – except at Litchfield Hills Research where our research is seen and downloaded the world over.Theodore is a FINRA registered sell-side analyst that manages the Company-sponsored research product. He is a financial and investment professional with excellent financial analysis and modeling skills honed by a 25-year career as a top-ranked sell-side equity analyst at tier one, two and three investment banks. Offices: NYC and Irvine, CACapital markets expertiseSupervisory AnalystCompany-sponsored researchValuationsShareholder analysis and targetingStrategic planningFinancial reportingM&A AnalysisDue diligenceInvestor relationsMIFID IIAerial ReconnaissanceMachinist

Theodore R. O'Neill, Irc, Ceo's Current Company Details
Litchfield Hills Research, LLC

Litchfield Hills Research, Llc

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Providing the best of sell-side research - reasonably priced - none of the demands
Theodore R. O'Neill, Irc, Ceo Work Experience Details
  • Litchfield Hills Research, Llc
    Chief Executive Officer
    Litchfield Hills Research, Llc Sep 2012 - Present
    Lakeville, Connecticut, Us
  • Ascendiant Capital Markets Llc, Research Division
    Senior Equity Research Analyst
    Ascendiant Capital Markets Llc, Research Division Jun 2014 - Mar 2024
    Sell-side equity research covering multiple industries. Member FINRA & SIPC
  • Wells Fargo
    Partner/Managing Director/Svp
    Wells Fargo 1997 - 2012
    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.
  • H.C. Wainwright & Co., Llc
    Director Of Research
    H.C. Wainwright & Co., Llc Mar 1994 - Feb 1997
    New York, Us
    Supervisory Analyst, Equity analyst and DOR.
  • Blue Cross Blue Shield Of Massachusetts
    Vp Strategic Planning
    Blue Cross Blue Shield Of Massachusetts 1992 - 1994
    Boston, Ma, Us
    Developed product-line P&Ls for each of the firms insurance products. 3-year plans and corporate budgets.
  • Quantessential Research, Llc
    Managing Director / Founder
    Quantessential Research, Llc 1988 - 1994
    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.
  • Itek Optical Systems
    Senior Financial Analyst
    Itek Optical Systems Sep 1980 - Mar 1986
    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, Inc.
    Tool And Die Maker
    Jet Spray, Inc. Jan 1975 - Aug 1976
    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.

Theodore R. O'Neill, Irc, Ceo Skills

Alternative Investments Series 63 Financial Advisory Equity Valuation Cabinet Maker Fixed Income Corporate Finance Valuation Private Placements Portfolio Management Financial Modeling Capital Markets Investments Bloomberg Competitive Analysis Finance Investor Relations Strategic Planning Investment Advisory Asset Allocation Strategy Financial Services Equities Wealth Management Mutual Funds Equity Research Strategic Financial Planning Investment Strategies Business Valuation Asset Management Financial Analysis Private Equity Business Strategy Machinist Investment Banking Due Diligence Research Trading Ipo Corporate Development Venture Capital Mergers And Acquisitions Options Analysis Series 7 Securities Hedge Funds Investment Management Equity Trading Financial Markets

Theodore R. O'Neill, Irc, Ceo Education Details

  • Indiana University - Kelley School Of Business
    Indiana University - Kelley School Of Business
    Finance
  • New England College
    New England College
    Business
  • University Of New Hampshire
    University Of New Hampshire
    Electrical Engineering
  • Nhti, Concord'S Community College
    Nhti, Concord'S Community College
    Electrical Engineering
  • The Rivers School
    The Rivers School

Frequently Asked Questions about Theodore R. O'Neill, Irc, Ceo

What company does Theodore R. O'Neill, Irc, Ceo work for?

Theodore R. O'Neill, Irc, Ceo works for Litchfield Hills Research, Llc

What is Theodore R. O'Neill, Irc, Ceo's role at the current company?

Theodore R. O'Neill, Irc, Ceo's current role is Providing the best of sell-side research - reasonably priced - none of the demands.

What is Theodore R. O'Neill, Irc, Ceo's email address?

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What schools did Theodore R. O'Neill, Irc, Ceo attend?

Theodore R. O'Neill, Irc, Ceo attended Indiana University - Kelley School Of Business, New England College, University Of New Hampshire, Nhti, Concord's Community College, The Rivers School.

What skills is Theodore R. O'Neill, Irc, Ceo known for?

Theodore R. O'Neill, Irc, Ceo has skills like Alternative Investments, Series 63, Financial Advisory, Equity Valuation, Cabinet Maker, Fixed Income, Corporate Finance, Valuation, Private Placements, Portfolio Management, Financial Modeling, Capital Markets.

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