We found the following information about Tim O'neil at Herring Bank, where this person has worked as a Senior Vice President, Trust and Senior Investment Officer since 2017. Tim's total work experience is over 33 years, during which time Tim O'neil had at least 13 jobs at different places to develop skills. Tim studied at the Princeton University from 1972 to 1976. Tim O'neil currently is located in Amarillo, Texas. You can contact with Tim by searching for phone or email or get exhaustive information by requesting access to Tim O'neil's further details from us.
Name variants:
Timothy O'Neil
Last updated Feb 23, 2024
Contact Information
Workplace
Senior Vice President, Trust and Senior Investment Officer
Wichita Falls, TX
Industry
National Bank
Colleagues
Work History
Senior Vice President, Trust and Senior Investment Officer
2201 Civic Cir, Amarillo, TX 79109
from Mar 2017
Senior Investment Strategist
1207 Central Ave, Fort Dodge, IA 50501
Performed initial and ongoing manager due diligence
ran asset allocation models
supported ongoing client relationship management and business development. Wrote weekly newsletters, quarte...
Mar 2013 — Jun 2016
Senior Relationship Manager
Naples, FL
Managed cover call writing program
served as client relationship manager
new business development
Chief Compliance Officer (RIA)
Jun 2010 — Mar 2013
Financial Advisor
1585 Broadway, New York, NY 10003
Picked up Series NASD 7, 31, 66
Florida Life & Variable Products
CFP(R).
May 2007 — Jul 2008
Chief Investment Officer
1185 Immokalee Rd, Naples, FL 34110
Devised and implemented a new wealth management business. Prepared and reviewed investment programs for high net individuals and charitable organizations. Developed and serviced relationship...
Jan 2000 — Mar 2006
Portfolio Manager
Head of research for Palm Beach office
portfolio manager
designated speech-giver and newsletter writer.
Feb 1990 — Jul 1997
Vice President, Portfolio Management
Managed ABT Security Income Fund, a balanced fund; In the second quarter of 1989, had one of the top-performing funds, according to the Wall Street Journal.
Jan 1989 — Jan 1990
Executive Vice President
Created an investment program for UK companies which took advantage of the taxation-at-source of dividends to generate high after-tax returns with reduced risk: bought baskets of stocks whic...
Jan 1988 — Jan 1989
Director, Volatility Management
Created derivatives-based low volatility investment programs. Company closed when Mr. Greenspan was called to glory.
Jan 1985 — Dec 1986
Ending Position: Executive Vice President
Boutique investment management company; began as equity investment arm of company created by LBO of insurance and other companies. Eventually created and concentrated on investment program f...
Apr 1977 — Dec 1984
Education
1972 — 1976
1968 — 1972
Occupations
Executive
Senior Vice President
Manager
Vice President
Chief Executive
Operations Manager
Skills
Investments
Portfolio Management
Asset Allocation
Equities
Hedge Funds
Wealth Management
Mutual Funds
Asset Management
Derivatives
Finance
Securities
Trading
Investment Advisory
Alternative Investments
Fixed Income
Investment Strategies
Retirement Planning
Options
Financial Planning
Estate Planning
Financial Analysis
FAQs about Tim O'neil
What's the main profession of Tim O'neil?
Tim is a Senior Vice President, Trust and Senior Investment Officer.
What are the main profession of This professional?
These person's professions are Executive and Senior Vice President
Where is Tim O'neil located?
The expert is currently located in Amarillo, Texas.
What is the professional's email?
The professional's email is ti**@aol.com.
Where did Tim O'neil work?
This person worked at Herring Bank, First American Bank.
What education does Tim O'neil have?
Tim studied at the Princeton University from 1972 to 1976.
Are there any industries, that Tim O'neil is connected to?
This professional works in Investment Management industry.
Are there any skills Tim O'neil has?
Tim O'neil has such skills as Investments, Portfolio Management, Asset Allocation, Equities, Hedge Funds, Wealth Management, Mutual Funds, Asset Management, Derivatives, Finance, and Securities.