Perfil
Mr. Thomas O'Neil is a Portfolio Manager at SunTrust Banks, Inc.
Mr. O'Neil was previously employed as a Portfolio Manager by SunTrust Investment Services, Inc., a Vice President & Research Analyst by IronOak Advisors LLC, and a Coordinator by Crestar Bank.
He received his undergraduate degree from Elon University and an undergraduate degree from Virginia Commonwealth University.
Antiguos cargos conocidos de Thomas O'Neil.
Empresas | Cargo | Fin |
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IronOak Advisors LLC
IronOak Advisors LLC Investment ManagersFinance Founded in 2007, IronOak Advisors LLC is a registered investment advisor located in Richmond, Virginia. The firm manages investments for endowments, foundations, not-for-profit organizations, Taft-Hartley plans, pension plans and sub-advised mutual funds, common trust funds, collective investment trusts and variable investment trusts. IronOak Advisors is an independently-managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, IronOak Advisors was known as the Core Equity Division of Trusco Capital Management Inc., which became RidgeWorth in 2008. IronOak Advisors' ultimate parent is SunTrust Banks, Inc. (NYSE: STI). | Analyst-Equity | - |
Crestar Bank (Richmond, Virginia) | Corporate Officer/Principal | 01/05/1995 |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Gestor de Cartera-Acciones | - |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Gestor de Cartera-Acciones | - |
Formación de Thomas O'Neil.
Elon University | Undergraduate Degree |
Virginia Commonwealth University | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Empresas privadas | 4 |
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IronOak Advisors LLC
IronOak Advisors LLC Investment ManagersFinance Founded in 2007, IronOak Advisors LLC is a registered investment advisor located in Richmond, Virginia. The firm manages investments for endowments, foundations, not-for-profit organizations, Taft-Hartley plans, pension plans and sub-advised mutual funds, common trust funds, collective investment trusts and variable investment trusts. IronOak Advisors is an independently-managed subsidiary of RidgeWorth Capital Management, Inc. Prior to 2008, IronOak Advisors was known as the Core Equity Division of Trusco Capital Management Inc., which became RidgeWorth in 2008. IronOak Advisors' ultimate parent is SunTrust Banks, Inc. (NYSE: STI). | Finance |
Suntrust Investment Services, Inc. (Investment Adviser)
Suntrust Investment Services, Inc. (Investment Adviser) Investment ManagersFinance SunTrust Investment Services, Inc. (STIS) is a dual investment advisor and broker-dealer headquartered in Atlanta, Georgia and was founded in 2005. The firm is a subsidiary of SunTrust Bank Holdings, Co. STIS is an introducing broker-dealer clearing its trades through National Financial Services LLC and its affiliate Fidelity Management Trust Co. STIS is a member of FINRA and the SIPC. | Finance |
Crestar Bank (Richmond, Virginia) | Finance |
SunTrust Banks, Inc. (Wealth Management)
SunTrust Banks, Inc. (Wealth Management) Investment ManagersFinance SunTrust Banks, Inc. (Wealth Management) is the private banking division of SunTrust Banks, Inc. (NYSE: SB), a financial services holding company. It was founded in 1985 and headquartered in Atlanta, Georgia. The Private Wealth Management business provides a full array of wealth management products and professional services to both individual and institutional clients, including high net-worth individuals and family, multigenerational families and ultra high net-worth individuals, corporate executives, international investors, professional athletes, entertainers and corporations, entrepreneurs, attorneys and law firms, physician and medical practitioners. | Finance |
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