William O'Donnell  Cfa, Cpa
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William O'Donnell Cfa, Cpa Email & Phone Number

Location: New York City Metropolitan Area, United States 8 work roles 2 schools
1 work email found @allianzgi.com LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

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Work email w****@allianzgi.com
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Current company
Role
Consultant
Location
New York City Metropolitan Area, United States
Company size

Who is William O'Donnell Cfa, Cpa? Overview

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Quick answer

William O'Donnell Cfa, Cpa is listed as Consultant at Allianz Global Investors, a with 3090 employees, based in New York City Metropolitan Area, United States. AeroLeads shows a work email signal at allianzgi.com and a matched LinkedIn profile for William O'Donnell Cfa, Cpa.

William O'Donnell Cfa, Cpa previously worked as Chief Financial Officer at Rochdale Investment Management and Chief Financial Officer at Rim Securities Ltd. William O'Donnell Cfa, Cpa holds Bachelor Of Science (Bs), Accounting And Finance from Fairfield University.

Company email context

Email format at Allianz Global Investors

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*@allianzgi.com
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AeroLeads found 1 current-domain work email signal for William O'Donnell Cfa, Cpa. Compare company email patterns before reaching out.

Profile bio

About William O'Donnell Cfa, Cpa

Financial management professional with extensive experience in strategic planning, budget, evaluation of new opportunities, internal controls, process improvement, restructuring, cost improvement, regulatory reporting and tax, including international, and has a very strong track record. International experience includes Australia, Canada, Europe, India, Japan, and the United Kingdom.CPA, CFA, and FINRA Series 27 License

Listed skills include Finance, Investments, Mutual Funds, Investment Management, and 21 others.

Current workplace

William O'Donnell Cfa, Cpa's current company

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Allianz Global Investors
Allianz Global Investors
Consultant
hesse, germany
Website
Employees
3090
AeroLeads page
8 roles

William O'Donnell Cfa, Cpa work experience

A career timeline built from the work history available for this profile.

Consultant

Current

Greater New York City Area

Currently assisting Allianz Global Investors restructure it's finance function. Responsible for revenues, invoicing, accounts receivable, and cash applications. Allianz Global Investors is a global institutional investment management firm with assets under management in excess $100b, and was formed by the acquisitions of Oppenheimer Capital, Nicholas-Applegate, Rogge Partners, RCM Capital, and NFJ Investment Group.

Mar 2017 - Present

Chief Financial Officer

570 Lexington Avenue, New York, Ny 10022

CFO for Rochdale Investment Management and its related broker-dealer RIM Securities. Also, Treasurer of the Rochdale mutual funds & domestic hedge funds. Rochdale is a registered investment management company focusing on high net worth individuals, and has assets under management in excess of $8 billion. Rochdale was purchased by City National Bank and merged into its existing wealth management business, and the business was renamed City National Rochdale.

Jul 2011 - Apr 2015

Chief Financial Officer

Rim Securities Ltd

New York City

RIM Securities is a FINRA registered broker-dealer and wholly-owned subsidiary of Rochdale Investment Management.

Jul 2011 - Mar 2015

Financial Consultant

Wod Consulting

Provided financial accounting services for local businesses and high net worth individuals.

Oct 2009 - Jun 2011

Treasurer, Controller & Compliance Officer

Clay Finlay was a global investment advisor registered with the SEC that had peak assets under management in excess of $7 billion invested in various global equity mandates. Clay Finlay was headquartered in NY and had subsidiaries located in London, Geneva, Hong Kong, Tokyo and Melbourne, Australia. Responsible for all aspects of finance for the group.

Sep 1990 - Sep 2009

Director & Responsible Officer

Clay Finlay (Hk) Ltd.

Responsible for finance & regulatory requirements for Clay Finlay (HK) Ltd., a Hong Kong based subsidiary of Clay Finlay LLC, New York. Registered with Securities & Futures Commission in Hong Kong as Director & Responsible Officer.

Apr 2007 - Aug 2009

Finance Officer

Clay Finlay (Europe) Ltd

Clay Finlay (Europe) Ltd. was a UK based registered investment management company. Was responsible for all financial areas within the Firm. Clay Finlay (Europe) was a wholly-owned subsidiary of Clay Finlay LLC, NY. Registered with the Financial Services Authority in the UK as Finance Officer.Researched, developed and documented the Firm's ICAP as required by the FSA in the UK. The ICAP was CF's risk management process with respect to regulatory capital.

Apr 2004 - Aug 2009

Senior Accountant

Planned, supervised, administered major corporate audits, Areas of specialization included commodities and financial services. Experience in other industries included cosmetics, real estate development, and hotels. Other work included the preparation of corporate tax returns and litigation support.

Sep 1986 - Sep 1990
Team & coworkers

Colleagues at Allianz Global Investors

Other employees you can reach at allianzgi.com. View company contacts for 3090 employees →

2 education records

William O'Donnell Cfa, Cpa education

FAQ

Frequently asked questions about William O'Donnell Cfa, Cpa

Quick answers generated from the profile data available on this page.

What company does William O'Donnell Cfa, Cpa work for?

William O'Donnell Cfa, Cpa works for Allianz Global Investors.

What is William O'Donnell Cfa, Cpa's role at Allianz Global Investors?

William O'Donnell Cfa, Cpa is listed as Consultant at Allianz Global Investors.

What is William O'Donnell Cfa, Cpa's email address?

AeroLeads has found 1 work email signal at @allianzgi.com for William O'Donnell Cfa, Cpa at Allianz Global Investors.

Where is William O'Donnell Cfa, Cpa based?

William O'Donnell Cfa, Cpa is based in New York City Metropolitan Area, United States while working with Allianz Global Investors.

What companies has William O'Donnell Cfa, Cpa worked for?

William O'Donnell Cfa, Cpa has worked for Allianz Global Investors, Rochdale Investment Management, Rim Securities Ltd, Wod Consulting, and Clay Finlay Llc.

Who are William O'Donnell Cfa, Cpa's colleagues at Allianz Global Investors?

William O'Donnell Cfa, Cpa's colleagues at Allianz Global Investors include Frank Wang, Valerie Ang, Giulio Rossini, Gabriele Restle, and Nicole Keala Bogino.

How can I contact William O'Donnell Cfa, Cpa?

You can use AeroLeads to view verified contact signals for William O'Donnell Cfa, Cpa at Allianz Global Investors, including work email, phone, and LinkedIn data when available.

What schools did William O'Donnell Cfa, Cpa attend?

William O'Donnell Cfa, Cpa holds Bachelor Of Science (Bs), Accounting And Finance from Fairfield University.

What skills is William O'Donnell Cfa, Cpa known for?

William O'Donnell Cfa, Cpa is listed with skills including Finance, Investments, Mutual Funds, Investment Management, Hedge Funds, Financial Analysis, Financial Services, and Securities.

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