DIRECTOR, INSTITUTIONAL SALES
New York City, NY - (646) 690.8266
Building relationships and working directly with clients has always been the most rewarding part of my career, which is what initially drew me to William O’Neil + Company. In the Institutional Sales role, I’m excited to combine my client-focused background with the firm’s differentiated research, data, and investment methodology to help institutional investors achieve their objectives.
When I joined the firm, I worked in our Institutional Client Services group which gave me the opportunity to work closely with PANARAY® users every day, helping them navigate the platform, solve complex challenges, and integrate our tools into their investment process. That experience provided valuable insight into how clients use research and data in real-world decision-making, which helps me better understand client needs and deliver meaningful solutions in a sales capacity.
Before joining William O’Neil + Company, I worked in positions that required constant interaction with clients, including a recruiting firm focused on placing senior financial professionals. Those experiences strengthened my communication skills, deepened my interest in the financial markets, and reinforced the importance of building long-term relationships based on trust and responsiveness.
I graduated from Colby College in 2020 with a degree in Government and was a member of the Men’s Lacrosse team. Athletics taught me the value of teamwork, preparation, and accountability—qualities that continue to shape my professional approach today.
My family has operated a restaurant in New York City since my grandfather opened it after immigrating from Ireland in the 80s. Growing up working in the family business, I have a great appreciation for hard-work, long hours, adaptability, and prioritizing client service. Those experiences continue to influence how I approach relationships and problem-solving.
Outside of work, I enjoy playing golf, watching New York sports, and spending time with my dog.
