James M. Oneil
Senior Vice President & Managing Director of Private Client Services
- Role
- Senior Vice President & Managing Director of Private Client Services at Appleton Partners, Inc
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About James M. Oneil
Experienced trust and investment management professional well versed in all aspects of…
Experience
Senior Vice President & Managing Director of Private Client Services
Jan 2016 — Present · Boston, MA, US
Providing wealth and estate planning strategies for individuals and their families.
Education
Boston University
Bachelor of Arts (B.A.)
1984 — 1988
Boston University Center for Professional Studies
Diploma in Financial Planning
2004 — 2005
University of Maine School of Law
Juris Doctorate
1988 — 1991
Skills
- Trust Management
- Financial Planners
- Estate Tax Planning
- Financial Services
- Wealth Management Services
- Trusts
- Portfolio Management
- Loans
- Estate Administration
- Asset Managment
- Investments
- Estate Planning
- Management
- Asset Allocation
- Banking
- Fiduciary
- Wealth
- Asset Management
- Investment Management
- Charitable Trusts
- Financial Planning
- Wealth Management
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