Patrick O'neill

Wealth Manager and Investment Executive

Patrick O'neill is a highly qualified expert, that works in Raymond James main office of which is in 1311. as a Wealth Manager and Investment Executive from 2018. Patrick gained professional experience in more than ten positions at different companies. Patrick O'neill went to the University of California, Berkeley - Walter A. Haas School of Business and got education there from 2003 to 2005. Patrick has such qualifications as Certified Financial Planner™, License 22072, and College For Financial Planning, License 22072. San Diego, California is the area, where the professional was known to be located. Their email address and phone can be accessed through this website on demand.
Name variants:
Pat O'Neill, Paddy O'Neill, Patsy O'Neill, Rick O'Neill
Last updated Feb 13, 2024

Contact Information

Last Update
Jul 6, 2022
Email
on**@yahoo.com, pa**@bigheartpet.com, po**@edgewave.com
Location
San Diego, CA
Company
Raymond James

Workplace

Wealth Manager and Investment Executive

Work History

Wealth Manager and Investment Executive

880 Carillon Pkwy, St Petersburg, FL 33716
from Feb 2018

Director, Product Marketing

Greater San Diego Area
Develop and execute go to market strategies for data protection and social media security products.
from Sep 2012

Senior Marketing Manager

San Diego, CA
Led retention marketing strategy and execution for TurboTax business.
Sep 2011 — Sep 2012

Marketing Consultant

San Diego, CA
Developed new account forecasts and sales presentations to support expansion of regional brand and managed online social marketing and consumer promotion activities.
Mar 2011 — Jul 2011

Senior Vice President and Financial Advisor

1585 Broadway, New York, NY 10003
Disclaimers: © 2017 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electron...
Oct 2008 — Feb 2018

Brand Manager

San Francisco, CA
Managed $700MM Center Store Fruit business, with prior experience managing College Inn Broth and leading Consumer Products innovation
Jun 2005 — Jan 2011

Account Supervisor

San Francisco, CA
Led marketing communications strategy development and execution for clients such as ChevronTexaco and Clorox
Oct 1997 — May 2003

Financial Consultant

Seattle, WA
Jun 1995 — Sep 1997

Marketing Assistant

Seattle, WA
Jul 1994 — Jun 1995

Senior Vice President

Ubs
Oct 1990 — Oct 2008

Occupations

Executive
Deputy Director
Director
Security
Marketer
Advertising Professional
Marketing Manager
Marketing Administrator
Deputy Manager
Chief Executive
Operations Manager
Advertising Sales Agent

Skills

Product Management
Marketing Strategy
Competitive Analysis
Customer Insight
P&L Management
Team Leadership
Strategy
Lead Generation
Cross Functional Team Leadership
Business Strategy
Marketing Communications
Sales
Project Management
Market Analysis
Marketing Communications Planning
Brand Development
P&L Responsibility
Brand Development Strategy

FAQs about Patrick O'neill

What is the main profession of Patrick O'neill?

Patrick is a Wealth Manager and Investment Executive.

What jobs is Patrick a professional at?

The expert is proficient at Executive and Deputy Director jobs.

Where is Patrick O'neill currently located?

The professional is located in San Diego, California.

Does Patrick O'neill have the email address?

on**@yahoo.com and pa**@bigheartpet.com is The expert's email address.

How many companies did Patrick O'neill work at?

Patrick O'neill worked at ten jobs.

What education does Patrick O'neill have?

Patrick studied at the University of California, Berkeley - Walter A. Haas School of Business from 2003 to 2005.

Are there any professional certifications, that Patrick O'neill has?

Patrick received the following certifications: Certified Financial Planner™, License 22072, and College For Financial Planning, License 22072.

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

This professional works in Financial Services industry.
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