William O’Neil + Company is one of Wall Street’s best kept secrets. Through their extensive database and proprietary O’Neil Methodology, they are on forefront of the quantamental movement that is rapidly being adopted by a wide variety of institutional clients.
I’ve been in the industry for more than two decades and it is an exciting time to be part of firm that has a differentiated approach in regards to stock and market analysis. I spent the last six years at Citi where I had various roles within sales on the equity and macro side. Prior to Citi, I was at Morgan Stanley and Bank of America also in the institutional equity sales department. The experience I’ve garnered over the years allows me to interpret stock and market price movements quickly enabling me to provide clients with actionable timely information and recommendations.
Personally, I enjoy constant change and being challenged, which is one of the reasons that this industry suits me. The stock market’s ever-evolving landscape is a cerebral challenge unlike any other I have encountered.
Outside of work, I enjoy spending time with my wife and two daughters, hiking and running the trails of Marin, and snowboarding in Idaho.