President@ Cahaba Wealth Management, Inc.
Atlanta, Georgia, United States
Brian O'Neill
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Rhodes College
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FlashIntel GPTBrian O'Neill is an experienced leader in the financial services industry with over 27 years of work experience. He is skilled in alternative investments, estate planning, and financial advisory. Brian has a strong background in leadership and insurance, and has worked in various roles such as board member at Soccer in the Streets and president at Cahaba Wealth Management, Inc. He also served as a senior vice president at Creative Financial Group. Brian holds a BA in Economics from Rhodes College and is based in the United States.
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About
Experienced leader with a demonstrated history of working in the financial services industry. Skilled in financial planning, investment management, wealth transfer strategies, and high level client service. Strong business development professional with a BA focused in Economics from Rhodes College.
Work Experience
President
Financial Services
Brian O'Neill's Professional Milestones
- Senior Vice President (1996-07-01~2009-11-01): Leading cross-functional teams to drive organizational success and achieve record-breaking revenue growth.
- President (2009-11-01~): Transforming the company's market presence through strategic planning and effective leadership.
Education
Economics,
Bachelors,
Bachelor Of Arts
1990-1994Skill
Alternative Investments
Estate Planning
Series 63
Financial Advisory
Leadership
Insurance
Retirement Planning
Financial Planning
Portfolio Management
Investments
Finance
401k
Asset Allocation
Investment Advisory
Financial Services
Asset Managment
Wealth Management
Equities
Mutual Funds
Strategic Financial Planning
Investment Strategies
Asset Management
Retirement
Series 7
Securities
Investment Management
Certification
Colleagues
Charles Anglin
Financial Advisor | Chief Investment Officer
C.J. Laws
financial planning analyst at cahaba wealth management inc
Henry Wideman
Vice President | Partner
Henry Wideman, CFP®
vice president and partner at cahaba wealth management inc
Henry Wideman
Vice President
Other Named Brian O'Neill
Frequently asked questions
We found 1 Brian O'Neill's email addresses
We found 2 Brian O'Neill's phone numbers
Brian O'Neill's social media include: Linkedin,
Brian O'Neill works for Cahaba Wealth Management, Inc.
Brian O'Neill's role in Cahaba Wealth Management, Inc. is President
Brian O'Neill works in the industry of Financial Services
Brian O'Neill's colleagues are Charles Anglin,C.J. Laws,Henry Wideman
Brian O'Neill's latest job experience is President at Cahaba Wealth Management, Inc.
Brian O'Neill's latest education in Rhodes College
