Richard O'Neil
Lynnfield,MA
Summary
-In depth knowledge of mutual funds, separately managed accounts (SMAs), and active ETFs.
-Proven track record of sales success, and driving revenue growth.
-Strong understanding of capital markets, including equity, fixed income, and alternative investments.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Edward Jones Consultant
MFS Investment Management Company
Boston, MA
12.2024 - Current
- Provided advice on operational processes, business development initiatives, organizational changes and other areas of improvement.
- Managed multiple projects simultaneously ensuring timely completion within budget constraints.
- Analyzed key performance indicators to identify effective strategies.
- Maintained positive working relationship with fellow staff and management.
Retail Internal Sr. Specialist
MFS Investment Management Company
Boston , MA
01.2024 - 11.2024
- Developed and implemented strategic sales plans to increase revenue and market share.
- Identified new business opportunities through research, customer feedback and industry analysis.
- Conducted presentations to potential customers to demonstrate products or services capabilities.
- Maintained strong relationships with existing clients by providing prompt responses to inquiries and resolving any issues.
- Collaborated with marketing team to develop promotional materials and campaigns for target markets.
Retail Internal Specialist
MFS Investment Management Company
Boston, MA
02.2021 - 12.2023
- Located new markets and developed specific plans to showcase company products and services to each.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Inbound Sales Representative
MFS Investment Management Company
Boston, MA
03.2020 - 01.2021
- Applied good listening skills to determine customer preferences and financial limits.
- Improved overall customer purchasing experiences to promote steady revenue.
- Stayed up to date on company offerings, product inventories and industry trends to increase revenue and maintain customer satisfaction.
Territory Sales Support
MFS Investment Management Company
Boston, MA
07.2019 - 02.2020
- Set up potential client contacts, cultivated relationships and followed through on service needs.
- Scheduled meetings with clients and partners and provided updates or meeting changes.
- Identified additional business opportunities and communicated to team.
- Conducted market research to determine new business opportunities.
Education
Bachelor of Arts - Political Science And Government
Stonehill College
Easton, MA 05.2019
Skills
- Strong Presentation Ability
- Investment Product Knowledge
- Regulatory Compliance
- Sales Process Mastery
- Client Relationship Management
- Market Analysis and Strategy
Certification
-Series 63 - Uniform Securities Agent State Law Examination (June 13th, 2019)
-SIE - Securities Industry Essentials Examination (September 11th, 2019)
-Series 6TO - Investment Company Products/Variable Contracts Representative Examination (October 4th, 2019)
-Series 7TO - General Securities Representative Examination (December 15th, 2021)
Timeline
Edward Jones Consultant
MFS Investment Management Company
12.2024 - Current
Retail Internal Sr. Specialist
MFS Investment Management Company
01.2024 - 11.2024
Retail Internal Specialist
MFS Investment Management Company
02.2021 - 12.2023
Inbound Sales Representative
MFS Investment Management Company
03.2020 - 01.2021
Territory Sales Support
MFS Investment Management Company
07.2019 - 02.2020
Bachelor of Arts - Political Science And Government
Stonehill College
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