David O'neill

Wealth Manager With A Passion For Helping Clients Achieve Their

With work experience over 17 years, this person is currently working at Heritage Financial Services located in 17 as a Wealth Manager With A Passion For Helping Clients Achieve Their. David received his education from 1995 to 2019 at the Georgetown University Law Center. This professional is a certified expert, that is proven by qualifications : Virginia State Bar and Active Member. This person is located in Falls Church, Virginia. To contact with David, you can search for their phone or email address or get exhaustive information by requesting access to the professional's additional details through SoftwareOfficial.
Name variants:
Daved O'Neill, Dayvid O'Neill, Dave O'Neill, Davey O'Neill, Davie O'Neill, Davy O'Neill
Last updated Jan 01, 2024

Contact Information

Last Update
Jul 6, 2022
Location
Falls Church, VA

Workplace

Heritage Financial Services
Wealth Manager With A Passion For Helping Clients Achieve Their

Omaha, NE

Industry

Financial Services

Work History

Wealth Manager With A Passion For Helping Clients Achieve Their

1010 south 120Th St SUITE 200, Omaha, NE 68154
from Oct 2018

Wealth Advisor

Mclean, VA
from Nov 2017

Assistant General Counsel

1 Verizon Way, Basking Ridge, NJ
2001 — 2015

Associate Attorney

Palo Alto, CA
1999 — 2001

Student Associate

1996 — Dec 1997

Occupations

Executive
Manager
Accountant
Finance and Accounting Specialist
Advisor
Operations Manager
Accounting Bookkeeper
Bookkeeper

Skills

Investment Management
Investment Advisory
Project Management
Process Improvement
Investment Strategies
Wealth Management
Asset Allocation

FAQs about David O'neill

What's the profession of David O'neill?

This professional's job is Wealth Manager With A Passion For Helping Clients Achieve Their

What jobs is David a professional at?

David O'neill is proficient at Executive and Manager jobs.

Where does David O'neill currently live?

Falls Church, Virginia is the place where David O'neill currently lives

How many companies did David O'neill work at?

The professional worked at five jobs.

What education does David O'neill have?

David studied at the Georgetown University Law Center from 1995 to 2019.

What are the certifications of David O'neill?

The expert received the following certifications: Virginia State Bar and Active Member.

What is the industry that David O'neill worked in?

David O'neill works in Financial Services industry.

What are special skills of David O'neill?

David O'neill has skills in the following areas: Investment Management, Investment Advisory, Project Management, Process Improvement, Investment Strategies, Wealth Management, and Asset Allocation.
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