Gary O'Neill
Santa Clara University School of Law
Tell me more about Gary O'Neill?
Gary O'Neill is a highly experienced professional with 44.8 years of work experience in retirement planning, investments, and fixed annuities. He has a strong background in retirement planning, mutual funds, and estate planning. Gary has worked at New York Life and New York Life Investment Management, where he held various positions such as Managing Director and National Sales Manager. He is skilled in sales, insurance, wealth management, and strategic planning. Gary is based in Moreaga, California.
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Emails and Phone Numbers
About
Education. Santa Clara University School of Law ... I had roughly 4 and one-half careers at New York Life and New York Life Investment Management. I started...
Work Experience
Gary O'Neill's Professional Milestones
- National Sales Manager, Mainstay Funds (1995-01-01~2004-12-01): Achieved record-breaking sales growth by implementing effective sales strategies and building strong client relationships.
- Various (1979-01-01~2014-08-01): Streamlined processes and implemented effective methodologies to optimize efficiency and improve productivity.
Education
Estate & Business Tax Planning
1975-1978Skill
Retirement Planning
Investments
Retirement
Fixed Annuities
Mutual Funds
Estate Planning
Iras
Life Insurance
401k
Financial Services
Securities
Series 63
Sales
Insurance
Wealth
Investment Strategies
401k Rollovers
Series 7
Asset Allocation
Series 6
Wealth Management
Disability Insurance
Financial Planners
Term Life Insurance
Series 24
Long Term Care Insurance
Asset Management
Strategic Planning
Finra
Defined Benefit
Employee Benefits
Portfolio Management
Long Term Care
Investment Management
Etfs
Personal Finance
Fixed Income
Equities
Financial Advisory
Investment Advisory
Wealth Accumulation
Pensions
Wealth Management Services
Series 65
Hedge Funds
Variable Annuities
Strategic Financial Planning
Separately Managed Accounts
Bonds
Alternative Investments
Certification
Colleagues
Thomas McGee
director of tennis racquet sports at moraga country club
Carmen Solla
fitness director moraga country club
Carmen Solla
fitness director moraga country club
Thomas McGee
director of tennis racquet sports at moraga country club
Teresa Belfanti
Director Of Finance
Other Named Gary O'Neill
Frequently asked questions
We found 1 Gary O'Neill's email addresses
We found 1 Gary O'Neill's phone numbers
Gary O'Neill's social media include: Linkedin,
Gary O'Neill works for Moraga Country Club
Gary O'Neill's role in Moraga Country Club is head golf coach at campolindo high school
Gary O'Neill's colleagues are Thomas McGee,Carmen Solla,Carmen Solla
Gary O'Neill's latest job experience is head golf coach at campolindo high school at Moraga Country Club
Gary O'Neill's latest education in Santa Clara University School of Law