William “Bill” O’Neill

AIF®️
Business Operations Manager
Financial Consultant
ext. 137| wjo@assetstrategy.com

William “Bill” O’Neill is a graduate of Merrimack College and with a BS in Finance. He is an Accredited Investment Fiduciary from the Center for Fiduciary Studies. Bill’s role with Asset Strategy is Communications Manager, which draws from his 25 years of experience as a serial entrepreneur. He was previously a partner/founder in an executive search firm, was a purpose-built construction manager, and helped develop a corporate marketing and communications firm.








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