Bill Headshot.jpg

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.