Full Name
Brendan O'neill
Job Title
Director, Senior Intermediary Solutions Strategist
Company
BNY Advisors, Inc.
Speaker Bio
Brendan O’Neill, CFADirector, Senior Intermediary Solutions StrategistBNY Advisors, Inc.
Brendan O’Neill is a Senior Intermediary Solutions Strategist for BNY Advisors, Inc. He consults with firms and advisors to help deliver advisory programs and services that match the needs of their clients. Additionally, he coordinates our relationships with third-party asset managers. He is a member of BNY Advisors’ Investment Oversight Committee.
Brendan was a Senior Regional Director before starting his current role in September 2018. He supported business development and relationship management efforts with firms and financial advisor clients. He originally joined the company in 2004 as an Internal Business Development Associate. Prior to that, Brendan was a Portfolio Specialist at Nuveen Investments in the Separately Managed Account group.
Brendan earned a Bachelor of Science degree in Accounting from The University of Scranton. He is a Chartered Financial Analyst (CFA) charter holder and is a member of the CFA Institute and CFA Society of Philadelphia.
Brendan O’Neill is a Senior Intermediary Solutions Strategist for BNY Advisors, Inc. He consults with firms and advisors to help deliver advisory programs and services that match the needs of their clients. Additionally, he coordinates our relationships with third-party asset managers. He is a member of BNY Advisors’ Investment Oversight Committee.
Brendan was a Senior Regional Director before starting his current role in September 2018. He supported business development and relationship management efforts with firms and financial advisor clients. He originally joined the company in 2004 as an Internal Business Development Associate. Prior to that, Brendan was a Portfolio Specialist at Nuveen Investments in the Separately Managed Account group.
Brendan earned a Bachelor of Science degree in Accounting from The University of Scranton. He is a Chartered Financial Analyst (CFA) charter holder and is a member of the CFA Institute and CFA Society of Philadelphia.
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