Experience

O'Shares Investments

• United States
• Financial Services
• 1 - 100 Employee

• Director Capital Markets and Strategic Development

  • Jul 2015 - Present

  Greater Boston Area O’Shares Investments is a provider of innovative indexes co-founded by ABC Shark Tank investor and CNBC contributor Kevin O’Leary, Chairman and experienced Chief Investment Officer, Connor O’Brien, CEO. O’Shares Investments rules-based indexes were created with a high quality approach for investing for income or growth in large/small cap U.S. and Global companies and were designed to meet the objectives of the O’Leary Family Trust, which seeks more yield, less risk and strong long-term… Show more O’Shares Investments is a provider of innovative indexes co-founded by ABC Shark Tank investor and CNBC contributor Kevin O’Leary, Chairman and experienced Chief Investment Officer, Connor O’Brien, CEO. O’Shares Investments rules-based indexes were created with a high quality approach for investing for income or growth in large/small cap U.S. and Global companies and were designed to meet the objectives of the O’Leary Family Trust, which seeks more yield, less risk and strong long-term investment performance. O’Shares Investments indexes are designed to provide investors with core long-term investments, that provide income, growth, limited volatility and attractive performance.(www.oshares.com) Show less



William O'Neil + Co., Inc.

• United States
• Financial Services
• 1 - 100 Employee

• Senior Vice President, Capital Markets Solutions

  • Jan 2014 - Jun 2015



Lime Brokerage, a subsidiary of Wedbush Inc.

• Chief Strategy Officer: Firm Strategy and Global Products

  • Jun 2011 - Dec 2013



Wedbush Securities

• United States
• Financial Services
• 700 & Above Employee

• Managing Director, Capital Markets & PS Group

  • Jul 2004 - Dec 2013



ROTH Capital Partners (ROTH MKM)

• United States
• Investment Banking
• 100 - 200 Employee

• Managing Director Capital Markets

  • Jan 2000 - Jun 2002



JB Oxford

• Director of Trading

  • Sep 1992 - Jul 2000



Bank of America

• United States
• Banking
• 700 & Above Employee

• Vice President - Ventures Group

  • May 1990 - Aug 1992