| Brian O'Neill Assistant Vice President Sales Assistant
Assistant Vice President and Sales Assistant
(978) 927-8300 x229
72 Cherry Hill Drive · Beverly, MA 01915
Mr. O'Neill primary responsibility is to provide support for investor relations, including identifying potential candidates to participate in Brookwood's investment offerings and communicating with clients regarding overall investment performance.
Prior to joining Brookwood Securities, Mr. O'Neill worked at the Great American Group conducting pre-funding due diligence, inventory appraisals and valuations, as well as collateral monitoring and asset disposition on behalf of lending institutions.
Most recently, he
was involved with Institutional Research Sales and Trading for Saratoga Capital, LLC
, where he
was responsible for expanding the firm's customer base in addition to trading equities and options and conducting market research for institutional accounts, hedge funds, trusts and private clients.
Mr. O'Neill graduated from Brown University where he played NCAA Division I hockey and earned dual degrees in Economics and Organizational Behavioral Management.
is active in his
community as a volunteer of the Red Sox Foundation
and enjoys boating and golfing.
Assistant Vice President