Terrance Edward O'Neil

Terrance O'neil

view source

Location:

Seattle, WA

Industry:

Financial Services

Work:

Clear Creek Financial Management May 2018 - Jun 2016
Financial Advisor
Bank of America Merrill Lynch Jun 2016 - May 2018
Financial Solutions Advisor
Foundation For the Study of Cycles Sep 2013 - Mar 2016
Director of Private Services
Tallus Capital Management Sep 2011 - Aug 2015
Financial Advisor
Morgan Stanley Jan 2001 - Sep 2011
Financial Consultant

Skills:

Financial Analysis
Financial Planning
Client Services
Project Management
Investments
Portfolio Management
Microsoft Office
Software Development
Asset Allocation
Mutual Funds
Asset Management
Public Speaking
Staff Management
Estate Planning
Alternative Investments
Fixed Income
Retirement Planning
Hedge Funds
Wealth Management
Registered Investment Advisor
Equities
Financial Modeling
Investment Strategies
Valuation
Microsoft Excel
Finance
Nonprofits
Strategy
Stategic Planning
Financial Advisory
Securities

Interests:

Social Services
Economic Empowerment
Politics
Education
Environment
Science and Technology

Languages:

English

Certifications:

Nfa 3,Finra 6, Nfa 33,Nasaa 63, 65

Financial Advisor At Morgan Stanley Smith Barney

view source

Location:

800 east 96Th St, Indianapolis, IN 46240

Industry:

Financial Services

Work:

Terrance O'neil

view source

Terrance O'neil

view source

Terrance O'neil

view source

Financial Advisor At Morgan Stanley Smith Barney

view source

Position:

Financial Advisor at Morgan Stanley Smith Barney

Location:

Greater Seattle Area

Industry:

Financial Services

Work:

Education: