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Chad O'Neil, CFA

Chad O'Neil, CFA

Sales Associate

Followers of Chad O'Neil, CFA242 followers
location of Chad O'Neil, CFABoston, Massachusetts, United States

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  • Timeline

  • About me

    Client Service Associate at GW&K Investment Management

  • Education

    • King Philip Regional High School

      -

    • Isenberg School of Management, UMass Amherst

      2012 - 2016
      Finance

  • Experience

    • Ralph Lauren

      Aug 2011 - Jun 2014
      Sales Associate

    • State Street

      Jun 2014 - Aug 2014
      Accounting Operations Intern

    • State Street

      May 2015 - May 2016
      Trade Processing Analyst

    • U.S. Trust

      Jun 2016 - Aug 2018
      Client Service Analyst

    • Merrill Lynch

      Aug 2018 - Aug 2021
      Registered Client Associate

    • GW&K Investment Management

      Aug 2021 - now
      Client Service Associate

  • Licenses & Certifications

    • Investment Advisor Representative

      FINRA

    • Security Salesperson (Registered Representative)

      FINRA

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Apr 2024

  • Honors & Awards

    • Awarded to Chad O'Neil, CFA
      Abigail Adams Scholarship Commonwealth of Massachusetts